About Vigilant Wealth Management
Vigilant Wealth Management is a company based in Portland (United States) founded in 2002 by Scott D Sorensen, Daniel M Mulkern, and Jeffrey F Carlisle was acquired by High Tower in May 2023.. Vigilant Wealth Management offers products and services including Wealth Advisory Services and Portfolio Management. Vigilant Wealth Management operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter Portland, United States
- Founders Scott D Sorensen, Daniel M Mulkern, Jeffrey F Carlisle
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
Employee Count
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Acquired by
High Tower
(May 31, 2023)
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Products & Services of Vigilant Wealth Management
Vigilant Wealth Management offers a comprehensive portfolio of products and services, including Wealth Advisory Services and Portfolio Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers consultative wealth planning strategies for clients' needs
Manages investment portfolios through research and customization
Funding Insights of Vigilant Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 Vigilant Wealth Management
Vigilant Wealth Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include High Tower. 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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Provider of wealth management services
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Vigilant Wealth Management
| 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 - Vigilant Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Vigilant Wealth Management Comparisons
Competitors of Vigilant Wealth Management
Vigilant Wealth Management 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
A full-service stockbroker offering diverse investment options in India.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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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Latest news on Vigilant Wealth Management
Frequently Asked Questions about Vigilant Wealth Management
When was Vigilant Wealth Management founded?
Vigilant Wealth Management was founded in 2002.
Where is Vigilant Wealth Management located?
Vigilant Wealth Management is headquartered in Portland, United States. It is registered at Portland, Oregon, United States.
What does Vigilant Wealth Management do?
Vigilant Wealth Management was established in 2002 in Portland, United States, as a provider of wealth management services. Operations focus on financial planning, investment advisory, and portfolio management for individuals and families. The firm is led by co-founders Scott D Sorensen, Daniel M Mulkern, and Jeffrey F Carlisle. Services are delivered through a domain-based online presence at vigilantwm.com, targeting regional clients in the financial sector.
Who are the top competitors of Vigilant Wealth Management?
Vigilant Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Vigilant Wealth Management offer?
Vigilant Wealth Management offers Wealth Advisory Services and Portfolio Management.
Who are Vigilant Wealth Management's investors?
Vigilant Wealth Management has 1 investor. Key investors include High Tower.
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