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- Prime Capital Financial
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
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
Website
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
| Date | Stage | Valuation |
|---|---|---|
| Aug 2026 | Secondary | $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
| Date | Stage | Investors | Raised | Valuation | Deal Summary |
|---|---|---|---|---|---|
| Aug 2026 | Secondary | Carlyle Group | $600M | $1.8B | The 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
| Investor | HQ | Rounds | Role | First check |
|---|---|---|---|---|
This data is available for Pro users. Sign up to see all 1 Prime Capital Financial investors. Start Free Trial | ||||
Benchmark 350K+ Funding Rounds and Disclosed VC Valuation Multiples
Sign up to see data on 350K+ funding rounds and disclosed revenue and EBITDA valuation multiples, from seed, through growth stage, to pre-IPO.
Start Free TrialAcquisitions 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
| 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 Country | |||
| HQ City | Wichita, KS | - | Austin, TX |
| Deal Date | 1 Jun 2026 | 20 Jan 2026 | 3 Mar 2025 |
| Valuation | undisclosed | undisclosed | undisclosed |
| EV/Revenue | |||
| EV/EBITDA | |||
This data is available for Pro users. Sign up to see all Prime Capital Financial acquisitions and their M&A valuation multiples. Start Free Trial | |||
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.
| Company | HQ | Status | Revenue | EBITDA | Valuation | Revenue Multiple |
|---|---|---|---|---|---|---|
| Publicly listed | $4.8B | $1.8B | $11B | 29.8x | ||
| Publicly listed | $408M | - | $1.8B | 5.3x | ||
| Private | $129M | - | $1.8B | - | ||
| Publicly listed | $410M | - | $1.7B | 8.7x | ||
| Publicly listed | $710M | - | $1.9B | - | ||
| Private | - | - | $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 FY | EV/Revenue | EV/EBITDA | ||||||
|---|---|---|---|---|---|---|---|---|
| Revenue | EBITDA | Last FY | LTM | 2027E | Last FY | LTM | 2027E | |
| $408M | - | 7.0x | 5.3x | - | - | |||
| $410M | - | 8.6x | 8.7x | - | 8.7x | |||
| $710M | - | - | - | - | - | |||
| $285M | - | 11.2x | 9.2x | - | - | |||
| $641M | - | 31.4x | 43.2x | - | - | |||
| $671M | $320M | 4.5x | 3.4x | 9.5x | 6.6x | |||
| $246M | - | 6.0x | - | - | - | |||
| $424M | - | 3.6x | 3.3x | - | - | |||
This data is available for Pro users. Sign up to see all Prime Capital Financial competitors and their valuation data. Start Free Trial | ||||||||
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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