About Stearns Financial
Stearns Financial is a company based in Chapel Hill (United States) founded in 1991. 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. Stearns Financial operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Chapel Hill, United States
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Sectors
Financial Services
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Email
Locked
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Phone
Locked
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Website
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Social
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- Legal Name Stearns Financial Group
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$1.3 B (USD)
in 1 rounds
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Latest Funding Round
$1.3 B (USD), Series D
Aug 26, 2020
- Investors
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Employee Count
Not available
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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.
Investors in Stearns Financial
Stearns Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include High Tower.
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Provider of wealth management services
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Investor details for Stearns Financial
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Investments & Acquisitions by Stearns Financial
Investment portfolio details for Stearns Financial
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Financial Statements - Stearns Financial
Detailed financials for Stearns Financial
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Stearns Financial Comparisons
Peer comparison for Stearns Financial
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Competitors of Stearns Financial
Stearns Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of Stearns Financial
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Latest news on Stearns Financial
Complete news archive for 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.
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.