Zermatt Wealth Partners Overview
- Founded
-
2013
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Zermatt Wealth Partners General Information
Description
Provider of wealth management services. The company's services include wealth planning, investment management and comprehensive financial concierge services.
Contact Information
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Thompson Davis & Co
Primary Office
- 4140 Parklake Avenue
- Raleigh, NC 27612
- United States
Zermatt Wealth Partners Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Zermatt Wealth Partners Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Louis Dworsky | Chief Executive Officer | ||
| Susan Middour | Office Manager |