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Founders Financial Network

M&A STATUS
701-800 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Capital Markets/Institutions
Other Financial Services
Acquirer
Buckingham Asset Management
Primary Office
  • 10050 North Wolfe Road
  • SW1-281
  • Cupertino, CA 95014
  • United States

Founders Financial Network Valuation and Funding

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

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Founders Financial Network Executive Team (1)

Name Title Board
Seat
Contact
Info
Bob Kresek Founder & Managing Principal