Basic info
Industry
financial services
Sectors
Retirement Planning
Tax Planning
Lending
Financial Services
Portfolio Management
Divorce Planning
Asset Allocation
Banking
Security
Holistic Financial Planning
Investment Management
Wealth Advisory
tax preparation
Business Planning
Estate Planning
Insurance
Real Estate
Property Management
Asset Management
Health Insurance
Date founded
2004
Funding rounds raised
E
EP Wealth Advisors raised undisclosed on July 10, 2017
Investors: Wealth Partners Capital Group, LLC