About Stearns Financial
Stearns Financial is a Financial Services company based in Chapel Hill (United States) founded in 1991. Wealth management firm. Stearns Financial has raised $1.3 billion across 1 funding round from investors including High Tower. Stearns Financial offers products and services including Financial Planning, Investment Management, Values-Based Investing, and Business Planning. Its focus areas include Asset Management and Wealth Management. Its legal entity is Stearns Financial Group. Its competitors include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed competitors have raised funding.
Company details
Stearns Financial was established in 1991 in Chapel Hill, United States, as a wealth management firm. Investment advisory and portfolio management services are offered to individuals and institutions. Operations are centered on financial planning and asset allocation within the finance sector. The firm maintains its presence through the domain stearnsfinancial.com, serving clients primarily in the domestic market.
- Headquarters Chapel Hill, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website stearnsfinancial.com
- Social LinkedIn Facebook
- Legal Name Stearns Financial Group
- Total Equity Funding$1.3B (USD)
in 1 rounds
- Latest Funding Round$1.3B (USD), Series D
Aug 2020
- Investors
Products & Services of Stearns Financial
Stearns Financial offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Values-Based Investing, and Business Planning.
Service for creating personalized financial strategies for individuals.
Manages investments to help clients build and protect wealth.
Aligns investments with clients' ethical and personal values.
Provides planning services for business owners and their assets.
Funding Insights of Stearns Financial
Stearns Financial has successfully raised a total of $1.3B through 1 strategic funding round. The most recent funding activity was a Series D round of $1.3 billion completed in August 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $1.3B
- Total Rounds 1
- Last Round Series D — $1.3B
- First Round $1.3B
(Aug 2020)
- Investors Count 1
All 1 funding rounds of Stearns Financial 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 |
|---|---|---|---|---|---|
| Aug 2020 | $1.3B | Series D | – | High Tower | – |
1 investors in total: 1 institutional.
Investors in Stearns Financial
Stearns Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include High Tower.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of wealth management services | 2008 | hightoweradvisors.com | Chicago, United States |
Investor details for Stearns Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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Timeline of Stearns Financial
2 dated milestones of Stearns Financial across 29 years, from founding to its latest funding, stage changes and deals.
- Founded Stearns Financial is founded.
- Funding First funding round of $1.3B.
Competitors of Stearns Financial
Stearns Financial has 3 listed competitors in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed competitors of Stearns Financial
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- Full competitor set
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Web traffic of Stearns Financial
The website of Stearns Financial (stearnsfinancial.com) receives about 2.3K visits a month.
- Monthly visits2.3K
▲ 93.8% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Stearns Financial (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 Stearns Financial
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Frequently Asked Questions about Stearns Financial
Stearns Financial was founded in 1991 and raised its 1st funding round 29 years after it was founded.
Stearns Financial is headquartered in Chapel Hill, United States. It is registered at Chapel Hill, North Carolina, United States.
Stearns Financial is a funded company, having raised a total of $1.3B across 1 funding round to date. The company's 1st funding round was a Series D of $1.3B, raised on Aug 2020.
Stearns Financial was established in 1991 in Chapel Hill, United States, as a wealth management firm. Investment advisory and portfolio management services are offered to individuals and institutions. Operations are centered on financial planning and asset allocation within the finance sector. The firm maintains its presence through the domain stearnsfinancial.com, serving clients primarily in the domestic market.
Stearns Financial's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Stearns Financial offers Financial Planning, Investment Management, Values-Based Investing, and Business Planning.
Stearns Financial has 1 investor. Key investors include High Tower.
Stearns Financial operates through Stearns Financial Group.