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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