GW & Wade Overview
- Year Founded
-
1986

- Status
-
Acquired/Merged
- Employees
-
65

- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
GW & Wade General Information
Description
Provider of investment management services intended to streamline and enhance the financial lives of clients. The company offers wealth management services including tax planning, financial planning, asset management, wealth management, retirement and estate planning to individuals and their families, thereby helping its clients to spend less time worrying about their financial trajectory.
Contact Information
Website
www.gwwade.comCorporate Office
- 93 Worcester Street
- Wellesley, MA 02481
- United States
Corporate Office
- 93 Worcester Street
- Wellesley, MA 02481
- United States
GW & Wade Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
GW & Wade Comparisons
Industry
Financing
Details
GW & Wade Competitors (1)
One of GW & Wade’s competitors is SCS Financial, a Private Equity-Backed company based in Boston, MA.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
SCS Financial | Private Equity-Backed | Boston, MA |
GW & Wade Signals
GW & Wade FAQs
-
When was GW & Wade founded?
GW & Wade was founded in 1986.
-
Where is GW & Wade headquartered?
GW & Wade is headquartered in Wellesley, MA.
-
What is the size of GW & Wade?
GW & Wade has 65 total employees.
-
What industry is GW & Wade in?
GW & Wade’s primary industry is Asset Management.
-
Is GW & Wade a private or public company?
GW & Wade is a Private company.
-
What is GW & Wade’s current revenue?
The current revenue for GW & Wade is
. -
Who are GW & Wade’s competitors?
SCS Financial is a competitor of GW & Wade.
-
When was GW & Wade acquired?
GW & Wade was acquired on 04-Oct-2007.
-
Who acquired GW & Wade?
GW & Wade was acquired by Focus Financial Partners.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »