When was Tax Equity Advisors founded?

Tax Equity Advisors was founded in 2015 and raised its 1st funding round within a year of its incorporation.

Where is Tax Equity Advisors located?

Tax Equity Advisors is headquartered in Scottsdale, United States.

Is Tax Equity Advisors a funded company?

Tax Equity Advisors is a funded company, having raised a total of $***** in its 1st and only funding round, a Series A round on Mar 03, 2015.

When was the latest funding round of Tax Equity Advisors?

Tax Equity Advisors' latest funding was a $***** Series A round on Mar 03, 2015, with participation from 0 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $1.25B in funding in 2026 to date.

Where does Tax Equity Advisors rank among its competitors?

Tax Equity Advisors ranks 4061st amongst 12194 active competitors, of which 322 are funded. It stands 4th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1.13M in Sep, 2026.

Who are the top competitors of Tax Equity Advisors?

Tax Equity Advisors' top competitors include Fidelity Investments, S&P Global and FIS. Among them, Goldman Sachs secured the most recent funding round in September, 2026.

Tax Equity Advisors - 2026 Company Profile, Funding & Competitors

Most viewed in 2019

Tax Equity Advisors is a series A company based in Scottsdale (United States), founded in 2015. It operates as an Investment management firm focused on solar projects. Tax Equity Advisors has raised $3M in funding. The company has 12194 active competitors, including 322 funded and 1066 that have exited. Its top competitors include companies like Fidelity Investments, S&P Global and FIS.

Key Metrics

Founded Year

2015

Location

Scottsdale, United States

Stage

Series A

Total Funding

$3M in 1 round

Latest Funding Round

Series A, Mar 03, 2015, $*****

Ranked

4061^st among 12194 active competitors

Similar Companies

Fidelity Investments & 34281 more

View Tax Equity Advisors' full profile

Tax Equity Advisors has raised a total funding of $3M over 1 round.

Here is the list of recent funding rounds of Tax Equity Advisors:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 03, 2015	5007698	Series A	3090601	4778887	3360920	9259290

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Top competitors of Tax Equity Advisors include Fidelity Investments, S&P Global and FIS. Here is the list of Top 10 competitors of Tax Equity Advisors, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
3rd	FIS 1968, Jacksonville (United States), Public	Provider of software suite for banks and financial institutions	-	Venture Worx, Thomas H Lee Partners & 1 others	78/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	78/100
5th	Sunnova 2010, Houston (United States), Public	A residential solar and energy storage provider	$1.54B	Triangle Peak Partners, ECP & 9 others	77/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	75/100
7th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	74/100
8th	Wells Fargo 1852, San Francisco (United States), Public	Provider of diverse financial services and online banking	-	Edgerock Wealth, Berkshire Hathaway & 4 others	73/100
9th	SolarCity 2006, San Mateo (United States), Acquired	Provider of home solar energy solutions and systems for clean, renewable energy production and management	$1.28B	Silver Lake, Valor Equity Partners & 24 others	72/100
10th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
4061st	Tax Equity Advisors 2015, Scottsdale (United States), Series A	Investment management firm focused on solar projects	$3M	-	22/100