Avidian
Finance · Texas, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
800 Town and Country Blvd Ste 220, Houst...Phone Number
(281) 822-8800Website
www.avidianwealth.comRevenue
$27.8 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
3
2
3
3
2
About Avidian
Founded in 2003, Avidian is an independent wealth management firm that takes a holistic approach in providing solutions for the company's clients. The company's professional team includes Certified Financial Planners®, Certified Public Accountants, MBAs, Attorneys, and Chartered Financial Analysts. The company collaborates as a team with you and your trusted network of professionals to ensure that all aspects of your finances are coordinated and working in line with your goals. The company's engagement process is designed to help you make informed and confident decisions in the areas of financial planning, estate planning, tax strategies, risk management, and investment management.Explore more
Avidian Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Avidian your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Product Launch: Get notified when Avidian launches new products
Avidian, which may be a good buyer, showed buying intent in Masked Content Topic
Earning: See what the market has to say on Avidian recently announced quarterly report
Check if Avidian has recently received funding, and reach out quickly before it becomes old news!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Funding: Get notified immidiatlly once Avidian has new funding data
Congratulate Masked Content for being promoted to Masked Content at Avidian
Check out if Avidian is spiking on competitors!
Click to see if Avidian had a recent Job posting/layoffs
Website visits: Recent activity has been detected on your website
Recommended Actions
Find VP level buyers at Avidian
Find 3 more new buyers
Compare Similar Companies to Avidian
Compare insights from companies similar to Avidian, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Avidian is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Avidian is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Avidian.
Avidian financials insights
Gather financial insights about Avidian, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Avidian Tech Stack
A closer look at the technologies used by Avidian
See more technologies
Most Recent Scoops
Promotion
Executive Move
Rachel Daniels has recently been promoted from Director, Operations to the role of Chief Operating Officer.
Executive Moves, Promotion
Facilities Relocation / Expansion
Avidian is planning to move offices in June 2026. The move will impact approximately 27 employees at the existing office located at 4210 Spicewood Springs Rd Bldg. E, Austin, TX.
Facilities Relocation/Expansion
Award
Funding
Top Finance Companies
Top companies in Canada by revenue
Frequently Asked Questions Regarding Avidian
Sign Up For FreeTo access detailed company insights
Founded in 2003, Avidian is an independent wealth management firm that takes a holistic approach in providing solutions for the company's clients. The company's professional team includes Certified Financial Planners®, Certified Public Accountants, MBAs, Attorneys, and Chartered Financial Analysts. The company collaborates as a team with you and yo... Read More
