Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Cedarpoint Investments Advisors

Cedarpoint Investments Advisors
2009 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
5 INVESTMENTS
Description

Provider of advisory services. The company's advisory services include financial planning, investment advisory, performance reporting, estate and education planning and risk management, enabling clients to get advise and sort complex financial life.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
  • 524 Milwaukee Street
  • Suite 300
  • Delafield, WI 53018
  • United States

+1 (262) 000-0000

Cedarpoint Investments Advisors Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

This information is reserved for PitchBook Platform users. To explore Cedarpoint Investments Advisors‘s full profile, request access.

Request full access to PitchBook

Cedarpoint Investments Advisors Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Hennessy Advisors Corporation Novato, CA 00
00000 00000000 Private Equity-Backed Baltimore, MD 000 000.00 000000000 00 000.00
0000000 & 000000 Corporation Fairport, NY 000 00000 00000000 00000
To view this company’s complete list of competitors, request access »

Cedarpoint Investments Advisors Investments (5)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 000000000 03-Dec-2014 00 000000000000000 Real Estate Services (B2C)
00000 000000000 08-Apr-2008 0000000000 Real Estate Services (B2C)
00000000000 05-Apr-2005 00000 00000 00 0000 Telecommunications Service Providers
000 00000000 00 000000000000000 Network Management Software
TrueSpectra Early Stage VC Telecommunications Service Providers
To view this company’s complete investment and acquisition history, request access »

Cedarpoint Investments Advisors Exits (3)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000000000 05-Apr-2005 00000 00000 00 0000 Completed
  • 9 buyers
000 00000000 00 000000000000000 Completed
  • 0000000000 0000000
TrueSpectra Early Stage VC Completed
  • 5 buyers
To view this company’s complete exits history, request access »

Cedarpoint Investments Advisors Executive Team (4)

Name Title Board
Seat
Contact
Info
Naomi Ackley Chief Compliance Officer & Operations Manager
Robert Dignan Executive
Anna Jaeger Investment Advisor
Daniel Wilson Executive