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Beacon Pointe
company
About
Beacon Pointe is a financial services company providing financial consultancy services for individuals, families, and institutions.
- 101 - 250
Highlights
Details
- Last Funding Type
- Secondary Market
- Industries
- Advice,Consulting,Financial Services,Retirement,Venture Capital,Wealth Management
- Founded date
- Jan 1, 2002
- Number Of Employee
- 101 - 250
- Operating Status
- Active
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals, and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full-service financial planning and research-driven investments.
Funding Rounds
Number of Funding Rounds
Total Funding Amount
1
—
Beacon Pointe has raised a total of
—
in funding over 2 rounds. Their latest funding was raised on
Nov 15, 2021 from a Secondary Market round.
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Nov 15, 2021 | Secondary Market | — | 1 |
Kohlberg Kravis Roberts
|
— | Detail |
Investors
Number of Lead Investors
Number of Investors
1
1
Beacon Pointe is funded by 1 investors.
Kohlberg Kravis Roberts
are the most recent investors.
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
|
Kohlberg Kravis Roberts
|
Yes | Secondary Market |
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