When was Valora Partners founded?

Valora Partners was founded in 2011.

Where is Valora Partners located?

Valora Partners is headquartered in Miami, United States.

How many employees does Valora Partners have?

As of Jul 01, 2024, the latest employee count at Valora Partners is 30.

Is Valora Partners a funded company?

Valora Partners is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Valora Partners rank among its competitors?

Valora Partners ranks 886th amongst 2287 active competitors, of which 47 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Creative Planning, which secured an undisclosed amount in Sep, 2024.

Who are the top competitors of Valora Partners?

Valora Partners' top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Creative Planning secured the most recent funding round in September, 2024.

Valora Partners - 2026 Company Profile & Competitors

Valora Partners is an unfunded company based in Miami (United States), founded in 2011. It operates as a Provider of financial advisory and fund services for private and institutional clients. Valora Partners has not raised any funding yet. The company has 2287 active competitors, including 47 funded and 300 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Provider of financial advisory and fund services for private and institutional clients. Services include valuations, performance accounting and administration, fund services, and global entity management. It offers customized solutions tailored to each client's specific needs, focusing on building strong partnerships and delivering precise, detailed analysis to optimize investment outcomes and ensure compliance. A key focus is providing individualized attention and insights beyond standard financial metrics.

Key Metrics

Founded Year

2011

Location

Miami, United States

Stage

Unfunded

Ranked

886^th among 2287 active competitors

Employee Count

30 as on Jul 01, 2024

Similar Companies

Alera Group & 6827 more

View Valora Partners' full profile

Valora Partners has not raised any funding rounds yet.

Valora Partners' employee count trend

Valora Partners has 30 employees as of Jul 24. Here is Valora Partners's employee count trend over the years:

Employee count trend for Valora Partners

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Top competitors of Valora Partners include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Valora Partners, 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 & 13 others	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	General Atlantic, TPG	65/100
5th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	64/100
6th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
7th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, 1st & Main	62/100
8th	Choice 1992, Mumbai (India), Public	Full-service investment banking firm	-	Plutus Wealth Management & 1 others	62/100
9th	High Tower 2008, Chicago (United States), Series E	Provider of wealth management services	$129M	Thomas H Lee Partners, Continental Investors ... & 6 others	62/100
10th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	61/100
886th	Valora Partners 2011, Miami (United States), Unfunded	Provider of financial advisory and fund services for private and institutional clients	-	-	21/100