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Albion Financial Group

Albion Financial Group

Salt Lake City, Utahalbionfinancial.com

Overview

Albion Financial Group is an independent wealth advisor and investment manager that provides customized portfolio management and financial advising for individuals, high-net-worth individuals, pooled investment vehicles, pension plans, and charitable organizations.

Year Founded

1982

AUM

$1.74B

Portfolio Companies

1

Investments

Albion Financial Group investments
CompanyDateStageLead
ConsensusApr 2015SeedCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Where is Albion Financial Group based?

Albion Financial Group is headquartered in Salt Lake City, Utah, United States.

When was Albion Financial Group founded?

Albion Financial Group was founded in 1982.

How many portfolio companies does Albion Financial Group have?

Albion Financial Group has 1 portfolio company in Caplight's dataset.

What are some companies in Albion Financial Group's portfolio?

Portfolio companies visible on Caplight include Consensus.

What was Albion Financial Group's most recent investment shown here?

Albion Financial Group's most recent investment in this portfolio sample was in Consensus in 2015.

What sectors does Albion Financial Group focus on?

Albion Financial Group focuses on Enterprise Software, AI, Data & Cloud Infrastructure.

What company stages does Albion Financial Group focus on?

Albion Financial Group typically invests at the Early stage.

Firmographic Details

HeadquartersSalt Lake City, Utah
Year Founded1982
AUM$1.74B

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