Profile Previews

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

Goldridge Wealth Management

2000 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
3 FINANCING ROUNDS
Description

Provider of investment advice and services. The company provides financial services, investment advice, wealth management and investment planning.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Capital Markets/Institutions
Other Industries
Specialized Finance
Acquirer
AdviceFirst
Primary Office
  • Aviation House, 12 Johnston Street
  • Level 7
  • Wellington, 6011
  • New Zealand

Goldridge Wealth Management Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Goldridge Wealth Management‘s full profile, request access.

Request full access to PitchBook

Goldridge Wealth Management Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

This information is reserved for PitchBook Platform users. To explore Goldridge Wealth Management‘s full profile, request access.

Request full access to PitchBook

Goldridge Wealth Management Executive Team (2)

Name Title Board
Seat
Contact
Info
Mike Frogley Authorised Financial Adviser
Shane Downey Authorised Financial Adviser