About Pure Financial Advisors
Pure Financial Advisors is a Financial Services company based in San Diego (United States) founded in 2007. Diversified asset management services are provided to clients nationwide. Pure Financial Advisors has completed 2 acquisitions, including Fairhaven Wealth Management and Pure Financial Advisors. Its website purefinancial.com draws about 15 thousand monthly visits. Pure Financial Advisors offers products and services including Financial Planning, Investment Planning, and Retirement Planning. Its focus areas include Asset Management and Diversified. Its legal entity is Pure Financial Advisors, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Pure Financial Advisors was founded in 2007 in San Diego, United States, as a firm focused on the financial services sector. Asset management is conducted across diversified portfolios, with operations centered on investment advisory and planning. Services include retirement strategies and wealth management for individuals and institutions. The firm operates primarily from its San Diego base, serving clients throughout the United States via its online domain, purefinancial.com.
- Headquarters San Diego, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website purefinancial.com
- Social LinkedIn X Facebook YouTube
- Legal Name Pure Financial Advisors, Llc
- InvestorsLee Equity
& 1 more
- Investments & AcquisitionsFairhaven Wealth Management
& 1 more
Products & Services of Pure Financial Advisors
Pure Financial Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Planning, and Retirement Planning.
Provides personalized plans for managing finances and achieving goals
Offers strategies for portfolio growth and risk management
Assists in securing income and minimizing taxes for retirement
Apps and channels of Pure Financial Advisors
its YouTube channel Your Money, Your Wealth has 2.97K subscribers and 30 videos.
Videos from Pure Financial Advisors
The most watched videos on Pure Financial Advisors's YouTube channel, Your Money, Your Wealth (2.97K subscribers). Click a video to play it here.
More on Your Money, Your Wealth.
Funding Insights of Pure Financial Advisors
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of Pure Financial Advisors with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2021 | Seed | – | – | ||
| May 2020 | Seed | – | Emigrant Partners | – |
2 investors in total: 2 institutional.
Investors in Pure Financial Advisors
Pure Financial Advisors has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Lee Equity and Emigrant Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investing focused on business, financial, and healthcare services sectors. | leeequity.com | |||
Operates as an investment management firm providing financial expertise. | 2007 | emigrantpartners.com | Park City, United States |
Investor details for Pure Financial Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Pure Financial Advisors
Pure Financial Advisors has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Fairhaven Wealth Management and Pure Financial Advisors.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Investment and wealth management services are provided to individuals. | fairhavenwealth.com | Wheaton, United States | 2015 | Apr 2025 | •••• | |
Pure Financial Advisors is engaged in providing financial planning and wealth management services. | kaufmankampe.com | Mercer Island, United States | 2007 | Nov 2021 | •••• |
Complete acquisition details for Pure Financial Advisors
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Pure Financial Advisors
5 dated milestones of Pure Financial Advisors across 18 years, from founding to its latest funding, stage changes and deals.
- Founded Pure Financial Advisors is founded.
- Funding First funding round.
- Funding Latest funding round, Seed,.
- Acquisition Acquires Pure Financial Advisors.
- Acquisition Acquires Fairhaven Wealth Management.
Competitors of Pure Financial Advisors
Pure Financial Advisors has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Pure Financial Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Pure Financial Advisors
The website of Pure Financial Advisors (purefinancial.com) receives about 14.8K visits a month.
- Monthly visits14.8K
▼ 5% vs previous month
Websites whose visitors overlap most with Pure Financial Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| gwadvisors.net | 100% | View details | |||
| tciwealth.com | 100% | #1,319,783 | View details | ||
| carystreetpartners.com | 99% | 5.9K | #3,069,121 | View details | |
| fortpittcapital.com | 97% | #1,547,038 | View details | ||
| floridafa.com | 94% | 680.7K | #1,852,163 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Pure Financial Advisors
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Pure Financial Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Pure Financial Advisors
Complete news archive for Pure Financial Advisors
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- Full article archive
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- Brand-specific news history
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Frequently Asked Questions about Pure Financial Advisors
Pure Financial Advisors was founded in 2007 and raised its 1st funding round 13 years after it was founded.
Pure Financial Advisors is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Pure Financial Advisors was founded in 2007 in San Diego, United States, as a firm focused on the financial services sector. Asset management is conducted across diversified portfolios, with operations centered on investment advisory and planning. Services include retirement strategies and wealth management for individuals and institutions. The firm operates primarily from its San Diego base, serving clients throughout the United States via its online domain, purefinancial.com.
Pure Financial Advisors's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Pure Financial Advisors offers Financial Planning, Investment Planning, and Retirement Planning.
Pure Financial Advisors has made 2 acquisitions, including Fairhaven Wealth Management, and Pure Financial Advisors.
Pure Financial Advisors has 2 investors. Key investors include Lee Equity, and Emigrant Partners.
Pure Financial Advisors operates through Pure Financial Advisors, Llc.