H.D. Vest
Investors Count
4Deal Terms
1Funding, Valuation & Revenue
2 Fundings
H.D. Vest's latest funding round was a Acquired for on October 14, 2015.
H.D. Vest's latest post-money valuation is from October 2015.
Sign up for a free demo to see H.D. Vest's valuations in October 2015 and more.
Date | Round | Amount | Investors | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Revenue | Sources |
|---|---|---|---|---|---|---|
10/14/2015 | Acquired | 3 | ||||
10/5/2011 | Acq - Fin |
Date | 10/14/2015 | 10/5/2011 |
|---|---|---|
Round | Acquired | Acq - Fin |
Amount | ||
Investors | ||
Valuation | ||
Revenue | ||
Sources | 3 |
H.D. Vest Deal Terms
1 Deal Term
H.D. Vest's deal structure is available for 1 funding round, including their Acquired from October 14, 2015.
Round | Acquired |
|---|---|
Funding Date | |
Pre-Money Valuation | |
Post-Money Valuation | |
Amount Raised | |
Shares Authorized | |
Issuance Price | |
Dividend Rate | |
Liquidation Preferences | |
Liquidation Price | |
Participation | |
Conversion Price | |
Anti Dilution | |
General Voting | |
Board Voting | |
Par Value |
Round | Funding Date | Pre-Money Valuation | Post-Money Valuation | Amount Raised | Shares Authorized | Issuance Price | Dividend Rate | Liquidation Preferences | Liquidation Price | Participation | Conversion Price | Anti Dilution | General Voting | Board Voting | Par Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Acquired |
H.D. Vest Investors
4 Investors
H.D. Vest has 4 investors. Blucora invested in H.D. Vest's Acquired funding round.
First funding | Last Funding | Investor | Rounds | Board Seats | Type | Location |
|---|---|---|---|---|---|---|
10/14/2015 | 10/14/2015 | 1 Acquired | Corporation | Texas | ||
Private Equity | Massachusetts | |||||
Private Equity | Pennsylvania | |||||
Private Equity | California |
First funding | 10/14/2015 | |||
|---|---|---|---|---|
Last Funding | 10/14/2015 | |||
Investor | ||||
Rounds | 1 Acquired | |||
Board Seats | ||||
Type | Corporation | Private Equity | Private Equity | Private Equity |
Location | Texas | Massachusetts | Pennsylvania | California |
Compare H.D. Vest to Competitors

Zenith Wealth Partners is a financial planning and investment management firm in the financial services sector. The company offers services including financial planning, investment management, and business financial advice, to assist clients in managing their wealth. Zenith Wealth Partners serves individuals, families, businesses, and institutions, providing strategies and advice to meet various financial goals. It was founded in 2019 and is based in Philadelphia, Pennsylvania.

Baker Tilly engages as an advisory, tax, and assurance firm operating across various sectors. The company offers services including accounting and assurance, tax consulting, and business advisory aimed at client value. Baker Tilly's expertise covers sectors such as construction, energy, financial services, government contractors, healthcare, higher education, manufacturing, not-for-profit, private equity, real estate, state and local government, and technology. It was founded in 1931 and is based in Chicago, Illinois.
PwC Luxembourg operates in the audit, tax, and advisory sectors. The company provides services including management consulting, transactions, financing, and regulatory advice, tailored to meet the needs of its clientele. PwC Luxembourg serves clients ranging from local entrepreneurs to large multinational corporations. It was founded in 2012 and is based in Luxembourg, Luxembourg.

Valuation & Transition Strategies specializes in independent business valuation and strategic advisory services within the financial sector. The company provides services including business valuation for estate and gift tax compliance, business advisory, and transition strategies for business owners. Valuation & Transition Strategies serves business entities in need of valuation for purposes such as tax compliance, mergers and acquisitions, and succession planning. It was founded in 2020 and is based in Cromwell, Connecticut.
PwC Singapore is a professional services firm that provides assurance, advisory, and tax services. The company offers services including audit and assurance, consulting for digital transformation, corporate tax strategy, corporate governance, financial advisory, risk management, and sustainability consulting. PwC Singapore serves sectors such as financial services, government and public sector, healthcare, and technology. It was founded in 1906 and is based in Singapore.
PWC Finland is a services firm that provides audit, tax, and consulting services. The company offers services including business consulting, audit and assurance, tax advisory, legal services, risk management, and corporate responsibility and ESG services. PWC Finland serves sectors such as energy, finance, public sector, trade and consumer products, real estate, technology, telecommunications, media, and manufacturing. It was founded in 1954 and is based in Helsinki, Finland.
Loading...

