Zermatt Wealth Partners Overview

  • Founded
  • 2013

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Zermatt Wealth Partners General Information


Provider of wealth management services. The company's services include wealth planning, investment management and comprehensive financial concierge services.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
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/
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
To view Zermatt Wealth Partners’s complete executive team members history, request access »