Prosperity - An EisnerAmper Company

What Prosperity - An EisnerAmper Company does

Prosperity - An EisnerAmper Company is a private wealth management firm operating as the dedicated wealth advisory practice within EisnerAmper, a global business advisory firm. The firm delivers holistic wealth management to high-net-worth individuals, owners of closely held businesses, corporate executives, healthcare professionals, athletes, and multi-generational families across 12 U.S. offices in California, Florida, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, and Pennsylvania.

The service platform integrates financial planning, investment management, and risk management with specialty capabilities including 1031 exchanges with Delaware Statutory Trusts and ERISA-compliant retirement plan solutions for business sponsors. Products span core holistic financial planning (with sub-modules for estate planning, charitable giving, divorce planning), investment management with alternatives and direct indexing add-ons, and a client portal for document access. The firm leverages a team-based advisory model in which a dedicated wealth advisor coordinates specialists across tax, estate, and investment domains to deliver personalized, tax-efficient plans. Securities are offered through DAI Securities, LLC (Member FINRA/SIPC) as a core brokerage partnership, while advisory services are delivered directly by Prosperity.

Prosperity generates revenue through AUM-based advisory fees and investment management charges on a recurring basis, with pricing customized to client complexity and asset levels and no publicly disclosed fee schedule. Go-to-market combines enterprise field sales (high-touch advisory through dedicated wealth advisors), EisnerAmper cross-referrals from accounting and business advisory practices, and growth through advisor combinations and senior talent acquisitions such as the 2025 Bolotin Financial Group deal. The firm operates as a fiduciary with no proprietary products, positioning objective advice as its core differentiator within the integrated EisnerAmper ecosystem.

Name

Prosperity - An EisnerAmper Company

Legal name

Prosperity

Website

https://prosperityea.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Tax-Focused Wealth Management RIAs (FSAAACAD)

akta.pro secondary industries

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• Wealth management services
• Investment management advisory
• Financial planning services
• Estate planning guidance
• Retirement plan advisory

Headquarters

HQ city

Owings Mills

HQ country

United States

HQ region

North America

Offices12 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: Advisory services offered through Prosperity – An EisnerAmper Company, with securities offered through DAI Securities, LLC (Member FINRA/SIPC). Revenue generated through AUM-based advisory fees and investment management services.
2. Investment Management: Objective investment advice and portfolio management services for consolidated accounts with tax-efficient investment strategies

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Prosperity - An EisnerAmper Company is a wealth management firm delivering holistic, tax-efficient financial planning and investment management services to high-net-worth individuals, business owners, executives, and families. Core offerings include Financial Planning, Investment Management, Risk Management, Estate Planning, Charitable Giving Strategies, Divorce Planning, 1031 Exchanges with Delaware Statutory Trusts, and Retirement Plan Solutions for businesses, delivered through dedicated wealth advisor teams.

Product overview

Prosperity offers a unified wealth management platform combining financial planning, investment management, and tax strategies as an integrated service model. The core offerings include Financial Planning (with sub-modules for Estate Planning, Charitable Giving, and Divorce Planning), Investment Management (with Alternative Investments and Direct Indexing add-ons), and Risk Management. Specialty services encompass 1031 Exchanges with Delaware Statutory Trusts and Retirement Plan Solutions for business clients. The firm operates as a holistic, team-based approach where dedicated wealth advisors coordinate specialists to deliver comprehensive, tax-efficient financial solutions tailored to high-net-worth individuals, business owners, and families.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive holistic financial planning integrating investment management, estate guidance, and tax strategies for individuals, families, and business owners throughout their financial lifecycle.
• Investment Management Objective, personalized investment advice focused on asset allocation, tax-efficient portfolio construction, and alignment with client financial objectives, risk tolerance, and time horizons.
• Risk Management Risk mitigation services including life insurance planning, long-term care protection, and disability coverage to safeguard client wealth and provide financial security for families.
• 1031 Exchanges with Delaware Statutory Trusts IRC Section 1031 exchange services enabling deferral of capital gains taxes through like-kind real estate exchanges, including coordination with qualified intermediaries and DST fractional ownership structures.
• Retirement Plan Solutions 401(k) and cash balance plan advisory services for business sponsors, including compliance monitoring, fiduciary services, employee education, and defined benefit plan design.

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• DAI Securities, LLCcoreTechnology or IntegrationSecurities offered through DAI Securities, LLC, Member FINRA/SIPC. DAI Securities provides the brokerage infrastructure for securities transactions while Prosperity provides advisory services.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• CapTrust: Large national RIA serving HNW clients and retirement plan participants with integrated wealth advisory and tax-aware planning — closest analog given EisnerAmper-style professional services heritage.
• Mariner Wealth Advisors: Top-10 U.S. RIA delivering tax-aware, holistic wealth management to HNW families and business owners through a national footprint built largely via advisor acquisitions.
• Creative Planning: Large independent RIA combining financial planning, investment management, and tax services for HNW households with national geographic coverage similar to Prosperity.
• Cerity Partners: Wealth management and tax-focused advisory firm for UHNW clients and business owners, formed through roll-ups of accounting-adjacent wealth practices — directly comparable positioning.
• Moneta Group: Mid-to-large national RIA serving HNW individuals, families, and business owners with comprehensive financial planning and investment management.
• Carson Group: RIA platform that partners with independent advisors, offering wealth management, business consulting, and tax services — comparable in advisor-network growth strategy.
• Aspiriant: Fee-only RIA specializing in tax-integrated wealth management for HNW individuals, families, and foundations with a professional-services firm heritage.
• Bessemer Trust: Private wealth and investment management firm serving UHNW families with multi-generational planning, trust, and tax services — comparable client profile and service mix.

Broad incumbents

• Cetera Financial Group: Broad financial advisory holding company supporting thousands of independent advisors; overlaps with Prosperity on 401(k)/retirement plan advisory and HNW wealth services.
• Wells Fargo Wealth & Investment Management: Large incumbent wealth manager offering investment advisory, retirement, and trust services to HNW and UHNW clients — sets the competitive benchmark on scale and breadth.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/prosperityea

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Prosperity - An EisnerAmper Company