How much funding has Eaglestone Tax & Wealth raised?

Eaglestone Tax & Wealth has disclosed $4M raised across 1 round.

Where is Eaglestone Tax & Wealth headquartered?

Eaglestone Tax & Wealth is headquartered in Rockville, US.

Eaglestone Tax & Wealth

Rockville, US · Founded 2021 · Florida corporation

EagleStone Tax & Wealth Advisors provides investment management, financial planning, wealth advisory, accounting, and tax planning services to high net worth individuals and families. The firm operates as an independent fiduciary serving clients nationally and internationally from its Washington, DC/Baltimore metropolitan area offices.

Fintech

Founders & leadership

James WarringExecutive

Benjamin H. Dorsey

Yohan Allender

Reported raises · per SEC filings

Form D private placements

$4M disclosed across 1 round · 2024

▶$4MraisedJul 2024 · 2 investors · Other

Rule 506(b)

Officers, directors & promoters on the filing

James WarringExecutive Officer

Offering amount: $4M
Amount sold: $4M
Minimum investment: $1.9M
First sale: Jul 2024
Incorporated: Corporation, Florida, 2021
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 3

by search overlap

SmartAsset77 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.

Intuit®51 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.

Interactive Strength Acquires Ergatta41 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.

Companies competing with Eaglestone Tax & Wealth for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Eaglestone Tax & Wealth do?: EagleStone Tax & Wealth Advisors provides investment management, financial planning, wealth advisory, accounting, and tax planning services to high net worth individuals and families. The firm operates as an independent fiduciary serving clients nationally and internationally from its Washington, DC/Baltimore metropolitan area offices.
How much funding has Eaglestone Tax & Wealth raised?: Eaglestone Tax & Wealth has disclosed $4M raised across 1 round.
Where is Eaglestone Tax & Wealth headquartered?: Eaglestone Tax & Wealth is headquartered in Rockville, US.