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Soltis Investment Advisors

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 HighHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 High growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Saint George, Utah, United States Founded 1993 101-250 employees For Profit

Soltis is an investment advisory firm which delivers financial security and personal freedom to individual and institutional investors.

Soltis Investment Advisors was acquired by Estancia Capital Partners in 2024.
Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
2
Monthly Visits
Available in Pro
Contacts
69

Company Details

Funding & Financials

Pro
Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Pro
Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
54
Active products
12
IT spend
$2M

Company Info

Founded
1993
Employees
101-250
Operating status
Active
Company type
For Profit
Org types
company
Founders
1
News articles
11
HQ
Saint George, Utah, United States
Region
Western US
Exit date
Sep 17, 2024

Signals & Scores

Heat score
High
Growth score
High
Trend (7d)
-0.5
Trend (30d)
-2.2
Trend (90d)
-1
Last leadership hire
Apr 14, 2026

Acquisitions by Soltis Investment Advisors

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Key People at Soltis Investment Advisors

Founder, Chairman of the Board
CEO
69
professional contacts at Soltis Investment Advisors
Contact execs at Soltis Investment Advisors

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Soltis Investment Advisors - Company Profile, Full Acquisitions List, Funding and Investments