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Signature Estate & Investment Advisors Announces Strategic Investment From Reverence Capital Partners, Announces Plan To Work With Newly Formed Broker-Dealer

Aug 17, 2022•about 3 years ago
Los AngelesConsultingFinancial Services

Description

Signature Estate & Investment Advisors ("SEIA") today announced an equity investment from Reverence Capital Partners ("Reverence Capital"), a leading private equity firm focused on investing in financial services businesses. Consecutively ranked in the Barron's list of Top 100 Independent RIA firms, SEIA has over $16 billion assets under management and is celebrating its 25th anniversary with a clear focus on building the leading wealth management platform of the future through this innovative series of transactions, investments, and strategic partnerships. In connection with the recapitalization, SEIA plans to work with newly formed Broker-Dealer, Signature Estate Securities.

Company Information

Company

Signature Estate & Investment Advisors

Location

Ca 2121 Avenue Of The Stars

Los Angeles, California, United States

About

The Reverence Capital partnership will provide the capital to enable SEIA to invest in the business while continuing to enhance the level of service and product offerings the firm provides. The newly enhanced wealth management platform will allow SEIA advisors to offer RIA and Broker-Dealer services to clients through one unified platform and will result in greater access to alternative investments, elevated client-facing technology, and more comprehensive family office services.In addition, SEIA's investment management TAMP platform, Signature Investment Advisors ("SIA"), will now be available to advisors across the independent broker-dealer and RIA community. The firm offers Investment Management and Financial Planning Services tailored to meet the unique needs of affluent investors and corporations. The firm has 39 advisors, 160 total employees, 12 offices, and works with clients nationwide.

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