Eaglebrook Advisors
PrivateLast Round
Series A
Jan 25, 2022
Total Funding Raised
$24M
Company Overview
Eaglebrook Advisors is a financial technology company that provides a turnkey asset management platform (TAMP) offering wealth management firms and financial advisors access to tax-optimized digital asset separately managed accounts (SMAs).
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Blockchain Infrastructure
Business Model
B2B2C
Customer Profile
Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Eaglebrook Advisors Comparables
Compare Eaglebrook Advisors with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| MassMutual Financial Group | 80% | |
| Bitwise | 80% | |
| Securitize | 79% | |
Eaglebrook Advisors Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Jan 25, 2022 | ||||
| Seed | Mar 1, 2021 |
Key People
Founding team and executive leadership
Eaglebrook Advisors Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Castle Island Ventures | Series A |
| Franklin Templeton | Series A |
| Brewer Lane Ventures | Series A |
| Jump Capital | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 1, 2021
Raised $2M from Mark Casady, Marty Bicknell, and Ric Edelman.
Eaglebrook Advisors Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about Eaglebrook Advisors's valuation, stock price, and market status.