Description
Operator of a financial intermediary database. The company operates a research database platform which contains researched information related to the advisor market in the United States.
Contact Information
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Nicholas Stuller | President & Chief Executive Officer | ||
Gary Liberman | Founder & Chief Financial Officer |