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Zermatt Wealth Partners

2013 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

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

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

Zermatt Wealth Partners Valuation and Funding

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

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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