Beacon Pointe Advisors
Financial Advisor | Beacon Pointe Investment Advisory Services, Financial Planning, Wealth Management, Retirement Plan Services
Newport Beach, United States · Founded 2002
- Headquarters
- Newport Beach, California
- Employees
- 501–1000
- Founded
- 2002
- Business Model
- B2B
- Website
- beaconpointe.com
- Last Round
- Private EquityJan 2023
- Rounds
- 2
About
Beacon Pointe Advisors is one of the nation's largest independent Registered Investment Advisory (RIA) firms, founded in 2002 by Shannon Eusey and Garth Flint in Newport Beach, California. The firm provides comprehensive wealth management services to high-net-worth individuals and families, business owners, institutions, foundations, and retirement plans. Beacon Pointe operates as a fiduciary, offering financial planning, investment management, estate planning, tax planning, and outsourced CIO services. Recognized as the largest female-led RIA in the country, the firm has received top rankings from Barron's, USA Today, and Worth magazine, with approximately 1,000 employees and offices across the United States.
Summary
Beacon Pointe Advisors is a Fintech company based in Newport Beach, United States, founded in 2002. Its most recent funding was a Private Equity round in Jan 2023. Investors include Lightyear Capital and Kelso & Company.
Tech & App Stack
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Funding History
2023 (est.)
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Funding: Private Equity. Amounts, valuations, and investors where available.
Investors
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