Founders Financial Network Overview
- Status
-
Acquired/Merged
- Employees
-
750

- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Founders Financial Network General Information
Description
Provider of wealth management services. The company provides financial planning and wealth management services to high net worth individuals, executives, venture capitalists and families.
Contact Information
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Other Capital Markets/Institutions
Acquirer
Primary Office
- 10050 North Wolfe Road
- SW1-281
- Cupertino, CA 95014
- United States
Founders Financial Network Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Founders Financial Network Executive Team (1)
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Bob Kresek | Founder & Managing Principal |