About Riley Private Client
Riley Private Client was established in 2020 in the United States. Services in investment management and financial planning are delivered to private clients. Operations are centered in the financial sector, with a focus on tailored advisory support. The company maintains an online presence through its domain, rileyprivateclient.com, to facilitate client interactions and resource access. Geographic emphasis remains on the U.S. market.
- Headquarter United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Ep Wealth Advisors, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
EP Wealth Advisors
(Nov 04, 2024)
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Funding Insights of Riley Private Client
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Riley Private Client
Riley Private Client has secured backing from 1 investor. Prominent investors backing the company include EP Wealth Advisors. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and financial advisory services are provided to clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Riley Private Client
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Riley Private Client
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Riley Private Client Comparisons
Competitors of Riley Private Client
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Riley Private Client
When was Riley Private Client founded?
Riley Private Client was founded in 2020.
Where is Riley Private Client located?
Riley Private Client is headquartered in United States.
What does Riley Private Client do?
Riley Private Client was established in 2020 in the United States. Services in investment management and financial planning are delivered to private clients. Operations are centered in the financial sector, with a focus on tailored advisory support. The company maintains an online presence through its domain, rileyprivateclient.com, to facilitate client interactions and resource access. Geographic emphasis remains on the U.S. market.
Who are Riley Private Client's investors?
Riley Private Client has 1 investor. Key investors include EP Wealth Advisors.