3e advisory services
- Company typePrivate
- Founded-
- HeadquartersLewisville, United States
- Headcount—
- GTM typeB2B
- OfferingServices
3e advisory services firmographics
Firmographics- Name
- 3e advisory services
- Legal name
- 3E Advisory Services
- Website
- https://3eadvisory.com
- Company type
- Private
- Operating status
- Operating
- Ownership category
- akta.pro rank
3e advisory services industry classification
Industry- Product category
- Family Office Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)
- SIC
- Investment Advice (6282)
- akta.pro industry
- Family Office Advisory (Single/Multi-Family)Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial PlanningAdvisory Portfolio Management (Non-Discretionary)
Keywords
Where 3e advisory services is headquartered
LocationHeadquarters
- HQ city
- Lewisville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
3e advisory services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
3e advisory services product offering
Product offeringCore offering
3E Advisory Services advises family offices on building and managing portfolios of private investments. The firm provides advisory services centered on private investment strategy and portfolio construction for family office clients. It does not offer a software platform or product suite; the offering is a tailored, people-driven advisory engagement.
Product overview
3E Advisory Services operates as a private investment advisory firm focused on building and managing portfolios of private investments for family office clients. The company does not appear to offer a structured product platform or software solution with distinct named modules; instead, it provides advisory services centered around private investment strategy and portfolio construction.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Private Investment Advisory
Companies that use 3e advisory services
Customer profileSegments1 record
Ideal customer profiles1 record
3e advisory services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
3e advisory services partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights1 record
3e advisory services competitors and assessment
Company assessmentBroad incumbents
- Cambridge Associates: Cambridge (formerly Cambridge Associates) is a large, established investment advisory firm that advises family offices and ultra-high-net-worth clients on portfolio construction, including private investments, making it a broad incumbent in the same advisory niche as 3E Advisory Services.
- Bessemer Trust: Bessemer Trust is a long-standing multi-family office providing investment advisory, wealth management, and trust services to wealthy families and their advisors, directly comparable in vertical specialization on family offices and private investment portfolios.
- Cerity Partners: Cerity Partners is a large wealth management and family office services firm that advises affluent families and family offices on investment portfolio construction, including private investments, overlapping directly with 3E Advisory Services' core value proposition.
- Brown Brothers Harriman Wealth Management: Brown Brothers Harriman's Wealth Management group advises families and family offices on investment management and private investment portfolios, serving as a broad incumbent comparator with overlapping advisory capabilities.
Direct peers
- Pitcairn: Pitcairn is a multi-family office that advises families on investment portfolio construction including private investments, alternative assets, and governance, serving an almost identical client segment and service profile as 3E Advisory Services.
- Cresset Asset Management: Cresset is a family office and private wealth advisory firm that advises families on portfolio construction including private investments, closely matching 3E Advisory Services' vertical focus on family offices and private-market portfolio building.
- Constellation Advisers: Constellation Advisers is a specialist advisory firm focused on serving family offices and family-owned enterprises with investment advisory, governance, and portfolio oversight services, making it a focused direct peer in the same niche.
Emerging players
- Larkspur Capital Partners: Larkspur Capital Partners is a smaller family office advisory and investment consulting firm that advises families and family foundations on portfolio construction including private investments, providing an emerging-player comparable with similar services and client types.
- Sanctuary Wealth: Sanctuary Wealth is a growing advisor-focused platform serving advisors that build private investment portfolios for high-net-worth families, making it an emerging-player comparable in the family-office-adjacent investment advisory space.
Regional players
- Argent Financial Group: Argent Financial Group is a regional trust, wealth, and asset management firm in the southern US that serves family offices and HNW families with investment advisory and portfolio management services, comparable as a regional peer with overlapping family office focus.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
3e advisory services social profiles
Digital presence3e advisory services financial estimates
Financial estimateRevenue estimate
Valuation estimate
3e advisory services leadership team
Management profileNumber of profiles
3e advisory services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
3e advisory services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about 3e advisory services
What does 3e advisory services do?
3E Advisory Services advises family offices on building and managing portfolios of private investments. The firm provides advisory services centered on private investment strategy and portfolio construction for family office clients. It does not offer a software platform or product suite; the offering is a tailored, people-driven advisory engagement.
Is 3e advisory services a public or private company?
3e advisory services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was 3e advisory services founded?
3e advisory services was founded in -1.
Where is 3e advisory services based?
3e advisory services is headquartered in Lewisville, United States, in the North America region.
Who are 3e advisory services's main competitors?
Broad incumbents on record are Cambridge Associates, Bessemer Trust, Cerity Partners and Brown Brothers Harriman Wealth Management. Direct peers are Pitcairn, Cresset Asset Management and Constellation Advisers. Emerging players are Larkspur Capital Partners and Sanctuary Wealth. Argent Financial Group is listed as a regional player.
Does 3e advisory services have an API?
No public API is recorded for 3e advisory services.
What industry is 3e advisory services in?
3e advisory services's product category is Family Office Advisory Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.