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Avalon Logo
Avalon Growth Score
5
CB Rank
1042566
Heat Score
35
Avalon helps individuals and families with a wide range of services and solutions for investment management and equity investment process.
Acquired by
Clearstead Logo
Clearstead
Founded
obfuscation
Private Santa Fe, New Mexico, United States1-10 www.avalontrust.com
Consulting
Finance
Financial Services
Impact Investing
Overview

Avalon
Growth Score
5
Heat Score
35

Growth Score5
-14 pts
in past quarter
Heat Score 35
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Avalon

CB Rank
1042566
Avalon helps individuals and families with a wide range of services and solutions for investment management and equity investment process.
Acquired by
Clearstead Logo
Clearstead
Founded
obfuscation
Private Santa Fe, New Mexico, United States1-10 www.avalontrust.com
Consulting
Finance
Financial Services
Impact Investing

Key People

Details

Also Known As Avalon Trust
Operating Status Active
Company Type For Profit
Phone Number +1 505 983 1111
Contact Email info@avalontrust.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management and Wealth Planning
Provides investment management and wealth planning services for individuals, families, trusts, and foundations to help manage and grow assets.
Financial Planning
Develops comprehensive financial plans that address clients' financial security, quality of life, and core values, adapting plans over time.

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Financials

M&A Details

Avalon was acquired by Clearstead on
obfuscation
.
Transaction Name 
Avalon acquired by Clearstead Logo
Avalon acquired by Clearstead
Acquired by 
Clearstead Logo
Clearstead
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 19

Employee Profiles

News
Technology
View Tech Report

IT Spend

$313KThis year, Avalon is projected to spend $313K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Mobile Projector Logo
Mobile Projector
100
Attack Surface Logo
Attack Surface
92
Clinical Services Logo
Clinical Services
92

Actively Used Products

11Avalon uses 11 technology products and services including HTML5, Google Analytics, and  Google Fonts, according to G2 Stack.

Active Website Tech Count

4Avalon is actively using 4 technologies for its website, according to BuiltWith. These include CommonCrawl Top 10m, Java EE, and  Comcast.
Sub-Organizations
Frequently Asked Questions

Where is Avalon's headquarters? Avalon is located in Santa Fe, New Mexico, United States.Who are Avalon's competitors? Alternatives and possible competitors to Avalon may include Stonehage Fleming Family & Partners, Cresset, and  Rockefeller Capital Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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