Prime Capital Financial Valuation, Funding & Investors

Prime Capital Financial is valued at $1.8B as of August 2026.

Last Prime Capital Financial valuation

$1.8B

Secondary · Aug 2026

Key investors in Prime Capital Financial

Prime Capital Financial Overview

About Prime Capital Financial

Prime Capital Financial is a US wealth management firm offering retirement planning, investment advisory, and employee wellness programs. Headquartered in Los Angeles, California, the company serves high-net-worth individuals and corporate retirement plans with fiduciary services. Prime Capital Financial provides model portfolios, tax optimization, and ESG investing through its RIA platform.


Founded

1985

HQ

United StatesKansas City, KS

Status

Privately held

Customer focus

B2C & B2B

Revenue model

Investment management

Valuation

$1.8B (Aug 2026)

Prime Capital Financial Valuation

Prime Capital Financial is currently valued at $1.8B, based on its secondary sale in August 2026.

The $600M round included Carlyle Group.

Prime Capital Financial valuation by funding round

Prime Capital Financial valuation by funding round
DateStageValuation
Aug 2026Secondary$1.8B

Prime Capital Financial Funding History

Prime Capital Financial has 1 recorded secondary share sale and no primary funding rounds.

Prime Capital Financial funding rounds

Prime Capital Financial funding rounds
DateStageInvestorsRaisedValuationDeal Summary
Aug 2026SecondaryCarlyle Group$600M$1.8BThe Carlyle Group agreed to provide approximately USD 600 million in hybrid capital to Prime Capital Financial in exchange for a minority ownership stake, valuing the Overland Park, Kansas-based advisory firm at an enterprise value of about USD 1.8 billion. The transaction was announced in August 2026 and is expected to close before September 15, 2026, subject to customary regulatory approvals. The deal gives Carlyle a minority position in Prime Capital Financial and adds a new backer to the firm’s ownership structure. The investment is part of Carlyle’s Global Credit platform and is positioned as hybrid capital, indicating a financing structure designed to support growth while preserving existing control at the company.

Who has invested in Prime Capital Financial?

1 investor has backed Prime Capital Financial across its funding rounds, including Carlyle Group.


Prime Capital Financial Investors

Investors in Prime Capital Financial by funding rounds participated
InvestorHQRoundsRoleFirst check

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Benchmark 350K+ Funding Rounds and Disclosed VC Valuation Multiples

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Acquisitions by Prime Capital Financial

Prime Capital Financial has acquired 3 companies to date.

Last acquisition by Prime Capital Financial was on June 1st 2026. Prime Capital Financial acquired Access Capital Advisors for undisclosed valuation.


Latest Acquisitions by Prime Capital Financial

Access Capital Advisors
Bradshaw Rogers Financial Partners
SineCera Capital
Description
Access Capital Advisors is a financial advisory and wealth management firm. It delivers tailored investment strategies and personal wealth management services.
Bradshaw Rogers Financial Partners is a firm delivering tailored financial planning and advisory services.
SineCera Capital is a family-owned wealth advisory firm providing independent investment management and financial planning services. Based in New York, the company caters to high-net-worth individuals and families, offering portfolio construction, tax optimization, and estate planning strategies.
HQ CountryUnited StatesUnited StatesUnited States
HQ City
Wichita, KS
-
Austin, TX
Deal Date1 Jun 202620 Jan 20263 Mar 2025
Valuationundisclosedundisclosedundisclosed
EV/Revenue
EV/EBITDA

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Prime Capital Financial Competitors

Prime Capital Financial competitors include listed companies like Aditya Birla Capital, Hoist Finance, Sixth Street Specialty and Paragon Banking Group, and private ones like Scalable Capital and Micro Connect.

Public and private companies comparable to Prime Capital Financial
CompanyHQStatusRevenueEBITDAValuationRevenue Multiple
Aditya Birla CapitalIndiaIndiaPublicly listed$4.8B$1.8B$11B29.8x
Hoist FinanceSwedenSwedenPublicly listed$408M-$1.8B5.3x
Scalable CapitalGermanyMunichPrivate$129M-$1.8B-
Sixth Street SpecialtyUnited StatesUnited StatesPublicly listed$410M-$1.7B8.7x
Paragon Banking GroupUnited KingdomUnited KingdomPublicly listed$710M-$1.9B-
Micro ConnectHong KongHong KongPrivate--$1.7B-

Prime Capital Financial Public Comps

Prime Capital Financial is still privately-owned, but its public comps include Hoist Finance, Sixth Street Specialty, Paragon Banking Group, Trinity Capital, Ellington Financial, Kruk S.A., Cymbria, Triumph Financial, iFAST Corp and Encore Capital Group.

Last FYEV/RevenueEV/EBITDA
RevenueEBITDALast FYLTM2027ELast FYLTM2027E
Hoist Finance$408M-7.0x5.3x--
Sixth Street Specialty$410M-8.6x8.7x-8.7x
Paragon Banking Group$710M-----
Trinity Capital$285M-11.2x9.2x--
Ellington Financial$641M-31.4x43.2x--
Kruk S.A.$671M$320M4.5x3.4x9.5x6.6x
Cymbria$246M-6.0x---
Triumph Financial$424M-3.6x3.3x--

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Common questions about Prime Capital Financial

When was Prime Capital Financial founded?Prime Capital Financial was founded in 1985.
Where is Prime Capital Financial headquartered?Prime Capital Financial is headquartered in Kansas City, KS, United States.
Is Prime Capital Financial publicly listed?No, Prime Capital Financial is a private, VC-backed company.
What is Prime Capital Financial's valuation?Prime Capital Financial was last valued at $1.8B in its secondary sale in August 2026.
Who are Prime Capital Financial's investors?Prime Capital Financial's investors include Carlyle Group.
Which companies are comparable to Prime Capital Financial?Companies comparable to Prime Capital Financial include Aditya Birla Capital, Hoist Finance, Scalable Capital, Sixth Street Specialty, Paragon Banking Group and Micro Connect.
How many companies has Prime Capital Financial acquired?Prime Capital Financial has acquired 3 companies, including Access Capital Advisors, Bradshaw Rogers Financial Partners and SineCera Capital.

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