Gideon Strategic Partners
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1411 5th St Ste 306, Santa Monica, Calif...Phone Number
(310) 579-9560Website
www.gideonsp.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
2
1
2
2
About Gideon Strategic Partners
Gideon Strategic Partners is a Los Angeles-based registered investment advisor (RIA) that specializes in tax-efficient and esoteric investments, catering primarily to high-net-worth clients. The firm offers a range of services including estate planning, corporate client services, holistic financial planning, and employee benefits. Their mission is to empower clients through personalized financial strategies built on trust, integrity, and performance, ensuring that each plan is tailored to meet the unique goals of the individuals they serve. Since its founding in 2012, Gideon has remained committed to delivering results-driven advice that adapts to an ever-changing financial environment.Explore more
Gideon Strategic Partners Org Chart
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Gideon Strategic Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Gideon Strategic Partners financials insights
Gather financial insights about Gideon Strategic Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
2021
Debt
$126K
Gideon Strategic Partners Tech Stack
A closer look at the technologies used by Gideon Strategic Partners
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Most Recent Scoops
Project
, according to a high-level source in information technology, is planning to leverage AI-driven data enrichment and hygiene over the next three months.
Artificial Intelligence, Information Technology
Project
, according to a high-level source in information technology, is in the midst of initiatives related to self-service business intelligence (BI). Gideon Strategic Partners will be increasing funding to support these efforts.
Spending/Investment, Business Intelligence, User Experience, Financial Planning, Funding, Finance, Information Technology
Project
, according to a high-level source in information technology, is in the midst of initiatives related to data visualization.
Data Management, Data Science, Design & Graphics, Information Technology, Mapping & GIS
Project
, according to a high-level source in information technology, is in the midst of initiatives related to conversational intelligence.
Business Intelligence, Customer Service, Language Technology, Customer Marketing, Information Technology, Language
Project
Analytics & Insights, Enterprise Software, Software, Workforce Management, Information Technology
Gideon Strategic Partners News & Media
Gideon Strategic Partners Welcomes Two Esteemed Leaders to Its Team
LOS ANGELES, March 14, 2024 /PRNewswire/ -- Gideon Strategic Partners, a premier investment management firm, is pleased to announce the addition of two distinguished professionals to its leadership team. Giorgio Caputo, previously Senior Fund Manager and Head of Multi-Asset Value at JO...Osteal Therapeutics Closes $23M Series C Financing
Osteal Therapeutics, a Dallas, TX-based clinical-stage biopharmaceutical company, raised $23M in Series C funding. The round was led by Asteroid Partners, with participation from Gideon Strategic Partners and returning investors Johnson and Johnson Development Corporation (JJDC), HM Capital, Prism Ventures and Medvest Capital. Martin Sands and Steven Sands of Asteroid Partners will join the board […] The post Osteal Therapeutics Closes $23M Series C Financing appeared first on FinSMEs.Gideon Strategic Partners Launches Exciting Cocktails & Conversations Series with Global Financial Titans and Real Estate Experts. The inaugural hosted an intimate cocktail party and discussion with David Rubenstein, David Golub, and Ryan Serhant at Central Park Tower's stunning $250 million penthouse
Offices in Los Angeles | San Francisco | New York | Baltimore | West Palm Beach SANTA MONICA, Calif., June 6, 2023 /PRNewswire/ -- Gideon Strategic Partners (Gideon), a wealth management and financial planning firm that oversees over $650MM in assets and provides concierge-style services...GIDEON STRATEGIC PARTNERS TO COLLABORATE WITH STRATA TRUST COMPANY TO OFFER CLIENTS GREATER FLEXIBILITY IN ALTERNATIVE INVESTMENTS FOR RETIREMENT
SANTA MONICA, Calif., Dec. 14, 2021 /PRNewswire/ -- Gideon Strategic Partners, a wealth management and financial planning firm that oversees over $650 million in assets and provides concierge-style services to high-net worth individuals and businesses, today announced its strategic...
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Gideon Strategic Partners is a Los Angeles-based registered investment advisor (RIA) that specializes in tax-efficient and esoteric investments, catering primarily to high-net-worth clients. The firm offers a range of services including estate planning, corporate client services, holistic financial planning, and employee benefits. Their mission is... Read More
