Hyperion Expands Finance Intelligence Platform for Financial Advisors and Wealth Managers, Delivering Institutional-Grade Valuations on Privately Held Businesses

LOS ANGELES, CA – October 21, 2025 – Hyperion today announced the expansion of its private company valuation and benchmarking platform, giving Registered Investment Advisors (RIAs), Certified Financial Planners (CFPs), and estate planning professionals the ability to deliver more advanced and comprehensive planning services to high-net-worth clients.

Following a successful private beta, Hyperion completed over 300 valuations in its first month of public availability—underscoring the demand for visibility into privately owned investments.

“With more than $10 trillion in private business assets expected to change hands in the coming decade, there has never been a greater need for reliable, real-time private company data and insights,” said Brandon Mills, Founding Partner of Hyperion.

The platform allows private company shareholders to securely connect financial data from QuickBooks, Xero, IRS tax returns, and other accounting systems. Advisors can then use this information to:

• Instantly generate dynamic, three-method business valuation reports
• Streamline Certified Valuations compliant with IRS Revenue Ruling 59-60
• Model scenarios across time horizons and return profiles
• Integrate real-time valuations into comprehensive tax and estate planning

“My partners and I use Hyperion to understand the value of our business, key drivers of growth and efficiency, and performance relative to our industry. It’s become an indispensable tool to drive informed planning sessions with our financial, tax and accounting advisors.”
— Trent Shore, Partner at Sea Pointe Construction