When was Avalon Capital founded?

Avalon Capital was founded in 1992.

Where is Avalon Capital located?

Avalon Capital is headquartered in Redwood City, United States. It is registered at North Sioux City, South Dakota.

Who is the current CEO of Avalon Capital?

Clara Basile of Avalon Capital. They have also founded 1 company.

How many employees does Avalon Capital have?

As of Jul 31, 2026, the latest employee count at Avalon Capital is 8.

Where does Avalon Capital rank among its competitors?

Avalon Capital ranks 322nd amongst 4407 active competitors, of which 70 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Berkadia, which secured $56.6M in Dec, 2023.

Who are the top competitors of Avalon Capital?

Avalon Capital's top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Berkadia secured the most recent funding round in December, 2023.

Avalon Capital - 2026 Company Profile, Team & Competitors

Avalon Capital is an unfunded company based in Redwood City (United States), founded in 1992 by Clara Basile. It operates as a Wealth management firm. Avalon Capital has not raised any funding yet. The company has 4407 active competitors, including 70 funded and 434 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Website: avaloncapital.com
Phone Number: +1 **********
Registered Address: North Sioux City, South Dakota

Key Metrics

Founded Year

1992

Location

Redwood City, United States

Stage

Unfunded

Ranked

322^nd among 4407 active competitors

Employee Count

8 as on Jul 31, 2026

Similar Companies

Alera Group & 8513 more

View Avalon Capital's full profile

Avalon Capital is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
AVALON CAPITAL GROUP II, LLC CIN: 814598761 , United States, Active	Dec 26, 999	-	65 (As on Dec 31, 2024)	-
AVALON CAPITAL GROUP LLC CIN: 205664109 , United States, Active	Dec 31, 1999	-	5 (As on Dec 31, 2015)	-

Avalon Capital has not raised any funding rounds yet.

The founders of Avalon Capital is Clara Basile. Clara Basile is the CEO of Avalon Capital.

Here are the details of Avalon Capital's key team members:

Clara Basile: Co-Founder & CEO of Avalon Capital.
Contact Info: 1 email address

View details of Avalon Capital's Founder profiles and Board Members

Avalon Capital's employee count trend

Avalon Capital has 8 employees as of Jul 26. Here is Avalon Capital's employee count trend over the years:

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Top competitors of Avalon Capital include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Avalon Capital, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	73/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 14 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	69/100
4th	LPL Financial 1989, San Diego (United States), Acquired	Stock brokerage firm	-	Hellman & Friedman, The Carlyle Group & 3 others	68/100
5th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
6th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	66/100
7th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
8th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
9th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, NB Group & 1 others	62/100
322nd	Avalon Capital 1992, Redwood City (United States), Unfunded	Wealth management firm	-	-	37/100