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.
- Jun 8, 2025
Grew 17% QoQ, from 23 to 27 employees.
- Nov 26, 2024
Grew 38% QoQ, from 24 to 33 employees.
Eaglebrook Advisors Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Request accessFrequently Asked Questions
Common questions about Eaglebrook Advisors's valuation, stock price, and market status.
Is Eaglebrook Advisors a public or private company?
Eaglebrook Advisors is a private company.
What is the current stock price of Eaglebrook Advisors?
Eaglebrook Advisors is a private company with no public stock price. No recent secondary market data is available.
How much is Eaglebrook Advisors worth (valuation)?
Valuation information for Eaglebrook Advisors is not publicly available.
Can I buy Eaglebrook Advisors stock?
Eaglebrook Advisors shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Eaglebrook Advisors's last funding round?
Eaglebrook Advisors's most recent funding round was Series A on January 25, 2022.
Who are the main investors in Eaglebrook Advisors?
Key investors in Eaglebrook Advisors include Castle Island Ventures, Brewer Lane Ventures.
Will Eaglebrook Advisors IPO soon?
No public IPO plans have been announced for Eaglebrook Advisors.
How can I track Eaglebrook Advisors secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Eaglebrook Advisors's secondary market activity and sign up for updates.