Xcout IntelThayer Partners, LLC
Thayer Partners, LLC is a boutique wealth management firm that provides financial planning, tax planning, investment management, and estate planning services. The firm serves individuals and families, including high-net-worth clients, to help align their financial resources with personal and life goals.
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Thayer Partners, LLC at a glance
Thayer Partners, LLC is a wealth management company headquartered in United States. Its most recent funding round raised $3M in August 2015. Xcout tracks 9 named people at Thayer Partners, LLC, including Chris Wilmerding (President).
Thayer Partners, LLC leadership
- Chris WilmerdingPresident
- David S. BeckwithChief Investment Officer
- David MillerHead of Tax Solutions
- Matthew CookDirector of Strategic Growth
- Deborah DeckmanWealth Manager
- Joe CilibertiLead Wealth Manager
3 more named people on record for Thayer Partners, LLC, with roles, board committees and tenure — see the full roster →
Thayer Partners, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $3M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Thayer Partners, LLC competitors
A few of Thayer Partners, LLC's closest competitors — see the full list of competitors and alternatives →
The Mather Group is a full-service wealth management firm that provides fiduciary financial planning, investment management, tax strategy, and estate planning services for individuals. Operating on a commission-free, fee-only structure, the company offers personalized financial strategies designed to align with clients' individual goals and values.
Aspiriant Holdings, LLC is an independent wealth management firm that provides financial planning, investment management, tax planning, estate planning, and family office services. The company serves individuals, families, and business owners, offering customized strategies designed to manage and preserve multi-generational wealth.
FortyW Inc. provides wealth management, financial administration, proactive tax planning, and investment management services. The firm primarily serves executives, business owners, and individuals in their peak earning years who require assistance navigating complex financial decisions and managing their assets.
Celaya Holdings LLC operates as Celaya Wealth Management, a registered investment and wealth advisory firm. It provides financial planning, wealth management, and individualized investment management services designed to help clients preserve wealth and achieve their long-term financial goals.
Gideon Strategic Partners is a wealth management firm that provides financial planning, asset management, tax engineering, and alternative investment access for ultra-high-net-worth individuals, business owners, and corporate clients. The firm specializes in tax-efficient wealth preservation strategies, including Private Placement Life Insurance (PPLI) architecture and multi-generational estate planning.
Sapient Capital, LLC is an independent advisory firm that provides comprehensive wealth management solutions, including strategic investment management, financial planning, and family office services. The firm serves clients aiming to preserve and grow their wealth through a tailored and cohesive financial strategy.
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More on Thayer Partners, LLC in Xcout Intel
- 9 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access