When was Litman Gregory founded?

Litman Gregory was founded in 1987 and raised its 1st funding round 26 years after it was founded.

Where is Litman Gregory located?

Litman Gregory is headquartered in Palo Alto, United States.

Who is the current CEO of Litman Gregory?

Steve Savage and Steve Savage s of Litman Gregory.

How many employees does Litman Gregory have?

As of May 31, 2026, the latest employee count at Litman Gregory is 16.

Is Litman Gregory a funded company?

Litman Gregory is a funded company, having raised a total of $***** in its 1st and only funding round, a PE round on Apr 01, 2013.

When was the latest funding round of Litman Gregory?

Litman Gregory's latest funding was a $***** PE round on Apr 01, 2013, with participation from 1 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $969M in funding in 2026 to date.

Where does Litman Gregory rank among its competitors?

Litman Gregory ranks 106th amongst 3998 active competitors, of which 65 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 Litman Gregory?

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

Litman Gregory - 2026 Company Profile, Team, Funding & Competitors

Litman Gregory is an acquired company based in Palo Alto (United States), founded in 1987 by Ken Gregory and Craig Litman. It operates as a Provider of wealth management services. Litman Gregory has raised an undisclosed amount in funding. The company has 3998 active competitors, including 65 funded and 407 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Website: lgam.com
Email ID: *****@lgam.com
Phone Number: +1 **********

Key Metrics

Founded Year

1987

Location

Palo Alto, United States

Stage

Acquired

Latest Funding Round

PE, Apr 01, 2013, $*****

Investors

Rosemont Investment Group & 1 more

Ranked

106^th among 3998 active competitors

Employee Count

16 as on May 31, 2026

Similar Companies

Alera Group & 7661 more

Exit Details

Acquired by iM Global Partner (Mar 09, 2021)

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Litman Gregory got acquired by iM Global Partner on Mar 09, 2021.

Click here to take a look at Litman Gregory's acquisition in detail

Litman Gregory has raised funding over 1 round. Its latest funding round was a PE round on Apr 01, 2013 for $*****. 1 investor participated in its latest round. Litman Gregory has 2 institutional investors.

Here is the list of recent funding rounds of Litman Gregory:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Apr 01, 2013	9105372	PE	6450581	2829318	9032187	5870945

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View details of Litman Gregory's funding rounds and investors

The founders of Litman Gregory are Ken Gregory and Craig Litman. Steve Savage is the CEO of Litman Gregory.

Here are the details of Litman Gregory's key team members:

Ken Gregory: Co-Founder of Litman Gregory and founder of 1 other company.
Contact Info: 1 email address
Craig Litman: Co-Founder of Litman Gregory.
Contact Info: 1 email address
Steve Savage: CEO of Litman Gregory.
Steve Savage: CEO of Litman Gregory.

View details of Litman Gregory's Founder profiles and Board Members

Litman Gregory's employee count trend

Litman Gregory has 16 employees as of May 26. Here is Litman Gregory's employee count trend over the years:

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Top competitors of Litman Gregory include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Litman Gregory, 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	72/100
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	-	-	68/100
4th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
5th	GE Capital 1932, Norwalk (United States), Public	Provides commercial aircraft leasing and lending services	-	Forum Capital Advisors, OSTI	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
106th	Litman Gregory 1987, Palo Alto (United States), Acquired	Provider of wealth management services	-	Rosemont Investment Group, Berkshire Global Advisors ... Read more	42/100