When was Berkadia founded?

Berkadia was founded in 2009 and raised its 1st funding round 8 years after it was founded.

Where is Berkadia located?

Berkadia is headquartered in New York City, United States. It is registered at Bozeman, Montana.

How many employees does Berkadia have?

As of Aug 31, 2026, the latest employee count at Berkadia is 3070.

Is Berkadia a funded company?

Berkadia is a funded company, having raised a total of $1B across 20 funding rounds to date. The company's 1st funding round was a $***** Conventional Debt round, raised on Jan 23, 2017.

When was the latest funding round of Berkadia?

Berkadia's latest funding was a $***** Conventional Debt round on Dec 11, 2023, with participation from 0 investor.

Where does Berkadia rank among its competitors?

Berkadia ranks 9th amongst 4407 active competitors, of which 70 are funded. It stands 1st 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 Berkadia?

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

Berkadia - 2026 Company Profile, Team, Funding & Competitors

Berkadia is a series D company based in New York City (United States), founded in 2009. It operates as a Provider of wealth management services. Berkadia has raised $1B in funding. 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: www.berkadia.com/
Social
Phone Number: +1 **********
Registered Address: Bozeman, Montana

Key Metrics

Founded Year

2009

Location

New York City, United States

Stage

Series D

Total Funding

$1B in 20 rounds

Latest Funding Round

Conventional Debt, Dec 11, 2023, $*****

Investors

Apollo Commercial Real Estate Finance & 1 more

Ranked

9^th among 4407 active competitors

Employee Count

3,070 as on Aug 31, 2026

Investment & Acquisitions

Moran & Company & 5 more

Similar Companies

Alera Group & 8513 more

View Berkadia's full profile

Berkadia is associated with 3 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
BERKADIA SERVICES INDIA PRIVATE LIMITED CIN: U74999TG2002FTC039318 , India, Active	Jul 17, 2002	₹100 - ₹500 Cr (As on Mar 31, 2025)	1245 (As on May 01, 2026)
LIHTC BROKERAGE LLC CIN: 842058502 , United States, Active	Dec 31, 1999	-	1 (As on Dec 31, 2024)	-
BERKADIA COMMERCIAL MORTGAGE LLC CIN: 270812934 , United States, Active	Aug 25, 2009	-	1461 (As on Dec 31, 2024)	-

Berkadia has raised a total funding of $1B over 20 rounds. Its first funding round was on Jan 23, 2017. Berkadia has 2 institutional investors.

Here is the list of recent funding rounds of Berkadia:

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Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Dec 11, 2023	2851921	Conventional Debt	3967927	2663352	7705048	4988380
Nov 01, 2021	2008790	Conventional Debt	6085079	8931151	5889001	9172162
Jan 08, 2021	1678497	Conventional Debt	8781126	2317323	9471603	3720855

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View details of Berkadia's funding rounds and investors

Berkadia's employee count trend

Berkadia has 3,070 employees as of Aug 26. Here is Berkadia's employee count trend over the years:

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Top competitors of Berkadia include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Berkadia, 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

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Berkadia has made 1 investments in companies including Edgewater Harbor. Berkadia has also acquired 5 companies including Moran & Company and LIHTC Advisors.

Here is the list of investments & acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Jan 15, 2021	Acquisition	Moran & Company	1971	Seattle (United States)
Sep 03, 2020	Acquisition	LIHTC Advisors	2011	Boise (United States)
Mar 05, 2019	Acquisition	Centralparkcp.com		-