Diligence memo · auto-generated · as of July 3, 2026
Eaglestone Tax & Wealth Advisors, Inc.
Eaglestone Tax & Wealth Advisors, Inc. looks fair against its niche peers and is quiet on financing cadence.
Businessfiled
Eaglestone Tax & Wealth Advisors, Inc. operates in Fintech, based in ROCKVILLE.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Eaglestone Tax & Wealth Advisors, Inc. has raised $4.0M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Seed (a $1.0M–$4.0M round).
Largest single filing: $4.0M on 2024-07-01.
Most recent recorded round closed around 2024-07-01.
Valuation (modeled)modeled
Provath models Eaglestone Tax & Wealth Advisors, Inc. at approximately $20M (range $3.4M–$54M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Fair. Modeled value is 0.92× the median modeled value of Seed Fintech companies in 2022–2024 (53 peers) — value vs value, same stage and era. Within the normal band (92% of peer median) for its niche.
Financing rhythm & timingmixed
Last raise 2.0 yr ago; this sector typically re-raises about every 12 months.
Slightly overdue versus sector cadence.
Comparablesmixed
Capital scale ranks ahead of 81% of Fintech peers (1063 compared).
Modeled value ranks above 77% of those peers.
Closest niche peers: Floatpays Inc, Sote, Inc., Earnipay, Pink Swan Trading, Inc., Tweed Payments Inc..
Peoplefiled
1 named person on file across officers, directors and signatories.
Risks & flagsmixed
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.