Key facts
- Status: Privately Held (no backing).
Leadership
- Ana Bou-GoldsmithSenior Portfolio Manager
- Sean ReitenbachPortfolio Manager
- ·Watchlist + deal alerts for Prosperity - An EisnerAmper Company
- ·The full record, as it builds
Funding rounds
No funding rounds for Prosperity - An EisnerAmper Company are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Prosperity - An EisnerAmper Company
Provider of financial planning and investment advice to individuals, institutions, businesses, and families. The Maryland-based wealth management company offers a range of services including investment planning and management, retirement planning, estate planning, tax planning, business planning, insurance planning, income protection and asset preservation, education planning, and 401(k) planning. The team of professionals includes CFP® professionals, CPAs, and insurance professionals who act as fiduciaries. The company has offices in Maryland, Virginia, and Florida.
- Sector
- Financial Services
- HQ
- Owings Mills, MD, United States
- Employees
- 55
- Website
- prosperityea.com/
- Ownership
- Privately Held (no backing)
Prosperity - An EisnerAmper Company doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Prosperity - An EisnerAmper Company shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Prosperity - An EisnerAmper Company in its N-PORT filings yet. We sweep new filings monthly.