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  3. E.A. Buck Financial Services

E.A. Buck Financial Services

E.A. Buck was formed with the mission of making comprehensive financial planning accessible to people of all income levels and backgrounds.

Latest funding

Series B+ ·

Amount not disclosed in a source on record.

Funding history ↓
Website: eabuck.com.
LinkedIn: linkedin.com.
Categories: Fintech Insurance.
Sectors: Financial Services, Insurance, Retirement.
Stage: Series B+.
Based in: Denver, United States.
Last round: Oct 14, 2026 · 9 days ago.
Domain age: 29 years.
On Recent Funding since: Oct 16, 2026.
About E.A. Buck Financial Services

E.A. Buck Financial Services is a company based in Denver, United States. Recent Funding lists it under Fintech (also Insurance). Its latest known round is a Series B+ round (October 2026); no sourced amount is on record for it yet. Investors on record for it include LNC Partners. It was founded by Katie Buck. It has acquired 4 companies on record, most recently Achieve Retirement (August 2025).

Funding rounds

  1. Series B+ · amount undisclosed
  2. Website created

Founders and team

Acquisitions

Acquired companyPriceAnnounced
AAchieve RetirementNot disclosed publicly
PPennica Financial GroupNot disclosed publicly
AArola AssociatesNot disclosed publicly
OOxford Wealth AdvisorsNot disclosed publiclyDate not given

Investors

Similar Fintech companies

Other companies backed by LNC Partners

LNC Partners portfolio →

Questions and sources

E.A. Buck Financial Services: questions and answers

Who invested in E.A. Buck Financial Services?
Investors on record for E.A. Buck Financial Services: LNC Partners. LNC Partners led a round.
Who founded E.A. Buck Financial Services?
E.A. Buck Financial Services was founded by Katie Buck.
Where is E.A. Buck Financial Services based?
E.A. Buck Financial Services is based in Denver, United States.

Every amount links to the page it came from. * Estimated from an accelerator's published standard deal, not a company-specific disclosure. How Recent Funding sources and verifies funding data. The same data as JSON: /api/v1/companies/e-a-buck-financial-services (get a free API key).

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