Zermatt Wealth Partners Overview

  • Founded
  • 2013
Founded
  • 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
Asset Management
Acquirer
Thompson Davis & Co
Primary Office
  • 4140 Parklake Avenue
  • Raleigh, NC 27612
  • United States
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Zermatt Wealth Partners Valuation & Funding

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

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Zermatt Wealth Partners Executive Team (2)

Name Title Board Seat Contact Info
Louis Dworsky Chief Executive Officer
Susan Middour Office Manager
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