About Source Advisors
Source Advisors is a company based in Fort Worth (United States) founded in 1983 was acquired by BV Investment Partners in April 2022. Source Advisors has completed 4 acquisitions, including Government Grant, Intrepid Advisors and PMBA.
- Headquarter Fort Worth, United States
- SectorsBusiness Services
- Website category Finance · Accounting and Auditing
- Website sourceadvisors.com
- Social LinkedIn X
- Acquired by BV Investment Partners (Apr 2022)
- InvestorsBV Investment Partners
& 1 more
- Investments & AcquisitionsGovernment Grant
& 3 more
- Acquired by
Investors in Source Advisors
Source Advisors has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include BV Investment Partners and Gainline Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment services and strategic assistance are provided to sound businesses in the finance sector. | – | bvlp.com | - | |
Middle-market private equity investments are managed by Gainline Capital. | – | gainlinecapital.com | Stamford, United States |
Investor details for Source 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.
People of Source Advisors
2 people are tracked at Source Advisors (1 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Deborah Roth | Managing Director | Leadership |
Chris Henderson | Chairman | Team |
Complete people profiles for Source Advisors
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- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Source Advisors
Source Advisors has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Government Grant, Intrepid Advisors and PMBA.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of property tax reduction services for businesses | uptg.com | – | 0 | Jul 2024 | •••• | |
Accounting and tax consulting services are provided to clients. | pmba.com | New York, United States | 2015 | Jun 2023 | •••• | |
Audit, tax credit, and financial services are provided. | govgrant.co.uk | Hertfordshire, United Kingdom | 2006 | Apr 2023 | •••• | |
Provider of tax consultancy firm that expert advice and advisory services | intrepid-advisors.com | Marlborough, United States | 1986 | Dec 2020 | •••• |
Complete acquisition details for Source 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 Source Advisors
7 dated milestones of Source Advisors across 41 years, from founding to its latest funding, stage changes and deals.
- Founded Source Advisors is founded.
- Exit Acquired by Gainline Capital Partners.
- Acquisition Acquires Intrepid Advisors.
- Exit Acquired by BV Investment Partners.
- Acquisition Acquires Government Grant.
- Acquisition Acquires PMBA.
- Acquisition Acquires Uptg.
Web traffic of Source Advisors
The website of Source Advisors (sourceadvisors.com) receives about 8.6K visits a month and ranks #2,720,099 among all websites worldwide, #6,111 in Accounting and Auditing.
- Monthly visits8.6K
▼ 4.8% vs previous month
- Unique visitors3.7K
per month
- Global rank#2,720,099
among all websites
- Category rank#6,111
Finance · Accounting and Auditing
- Bounce rate61%
- Pages per visit1.5
- Average visit23 sec
- DevicesDesktop 39% · Mobile 61%
Websites whose visitors overlap most with Source Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
taxrobot.com | taxrobot.com | 100% | – | #2,977,095 | – |
| clarusrd.com | 99% | 2.4K | #6,865,834 | View details | |
nstp.org | nstp.org | 90% | – | #524,365 | – |
| kbkg.com | 90% | – | #1,277,095 | View details | |
| alliantgroup.com | 85% | 56.8K | #345,655 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 20 similar websites and full traffic analytics for Source Advisors
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 20 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to Source Advisors
10 companies that operate in the same segment as Source Advisors (Finance & Accounting Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | – | USD 3.95 B | 70,100 | |
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 2.76 B | USD 54.77 M | 2,097 | |
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 | |
Provider of financial services | 1978 | Los Angeles, California, United States | USD 249.55 M | – | 1,736 | |
Accounting services are provided by Accordion to business clients. | 2009 | New York, New York, United States | USD 165 K | – | 351 | |
Cloud-based accounting software is offered for business operations. | 2002 | Tampa, Florida, United States | USD 24.33 M | – | 166 | |
Provider of financial management services | 1998 | Johannesburg, Gauteng, South Africa | – | USD 14.3 B | 44,916 | |
Financial services in insurance are provided to individuals and businesses. | 2019 | Jaipur, Rajasthan, India | USD 115.63 M | USD 55.59 M | 280 | |
Business advisory services | 1952 | Atlanta, Georgia, United States | – | – | 762 | |
Audit, tax, and advisory services are provided in the UK. | 1983 | Bolton, Greater Manchester, United Kingdom | USD 6.73 M | – | – |
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Frequently Asked Questions about Source Advisors
Source Advisors was founded in 1983.
Source Advisors is headquartered in Fort Worth, United States. It is registered at Fort Worth, Texas, United States.
Source Advisors was established in 1983 and is based in Fort Worth, United States. Tax consulting is offered in the accounting sector, with services including RD Tax Credit claims, Cost Segregation analyses, Energy Efficiency deductions under Section 179D, and LIFO inventory applications. Operations focus on assisting businesses with compliance and optimization in these areas across the U.S.
Source Advisors has made 4 acquisitions, including Government Grant, Intrepid Advisors, and PMBA.
Source Advisors has 2 investors. Key investors include BV Investment Partners, and Gainline Capital Partners.
Yes. Source Advisors was acquired by BV Investment Partners in April 2022.