Private Ocean - Ownership and Business Overview

Financial ServicesCompany

Private Ocean Ownership

Who owns Private Ocean?

Private Ocean is owned by Wealthspire Advisors. It was acquired on November 22, 2021.

Private Ocean Business Overview

Where is Private Ocean headquartered?

Private Ocean is headquartered in San Rafael, California.

What sector is Private Ocean in?

Private Ocean is a financial services company.

When was Private Ocean founded?

Private Ocean was founded in 2009.

Financial Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2021. The largest financial services acquisition in 2021 was Afterpay Limited - which was acquired by Block for $27.8B.

Join Mergr to view all 234 acquisitions of financial services companies in 2021, including 24 acquisitions by private equity firms, and 210 by strategics.

Private Ocean

Private Ocean LLC

100 Smith Ranch Road Suite 300,
San Rafael, California 94903
United States,
(415) 526-2900
www.privateocean.com

Private Ocean is a West Coast-based wealth management, financial planning, and retirement planning firm deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth, and discipline of a much larger one. Private Ocean has offices in San Rafael, San Francisco, and Seattle and focuses on senior executives, business owners, and other affluent individuals and families with a minimum of $2 million to invest. Private Ocean was founded in 2009 and is based in San Rafael, California.


Company Summary

SECTOR

Financial Services

Established

2009

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