Eckard Enterprises - About the company
Eckard Enterprises is a series A company based in Allen (United States), founded in 2010. It operates as a Wealth management firm. Eckard Enterprises has raised $48.4M in funding. The company has 2521 active competitors, including 47 funded and 308 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.
Company Details
- Website
- eckardenterprises.com
- Social
- Email ID
- *****@eckardenterpises.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2010
Location
Allen, United States
Stage
Series A
Total Funding
$48.4M in 13 rounds
Latest Funding Round
Ranked
227th among 2521 active competitors
Employee Count
31 as on Jul 01, 2024
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Eckard Enterprises's funding and investors
Eckard Enterprises has raised a total funding of $48.4M over 13 rounds. Its first funding round was on May 24, 2012.
Here is the list of recent funding rounds of Eckard Enterprises:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Sep 29, 2025 | 8605933 | Conventional Debt | 1432061 | 5748423 | 6958313 | 7725334 |
Sep 02, 2025 | 6737774 | Series A | 5023638 | 3943085 | 4371975 | 6255811 |
May 08, 2025 | 5038322 | Series A | 8502110 | 2340398 | 8969510 | 5862349 |
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Eckard Enterprises' founders and board of directors
Founder? Claim ProfileEckard Enterprises' employee count trend
Eckard Enterprises has 31 employees as of Jul 24. Here is Eckard Enterprises's employee count trend over the years:
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Eckard Enterprises's Competitors and alternates
Top competitors of Eckard Enterprises include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Eckard Enterprises, ranked by Tracxn score:
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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 | 73/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 71/100 | |
3rd | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 68/100 |
4th | Creative Planning 1983, Overland Park (United States), Late Stage | Provider of wealth management services | $15.7M | 65/100 | |
5th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 64/100 | |
6th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 62/100 | |
7th | Full-service investment banking firm | - | 62/100 | ||
8th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 62/100 | |
9th | High Tower 2008, Chicago (United States), Series E | Provider of wealth management services | $129M | 62/100 | |
10th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 61/100 |
227th |  Eckard Enterprises 2010, Allen (United States), Series A | Wealth management firm | $48.4M | - | 37/100 |
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Eckard Enterprises's Investments and acquisitions
Eckard Enterprises has made no investments or acquisitions yet.
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