GW & Wade Overview

  • Year Founded
  • 1986

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 65

Employees

  • 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.com
Formerly Known As
G. W. & Wade Asset Management Company, Inc., G W & Wade Asset Management Co Inc
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 93 Worcester Street
  • Wellesley, MA 02481
  • United States
Primary Industry
Asset Management
Other Industries
Accounting, Audit and Tax Services (B2C)
Other Financial Services
Corporate Office
  • 93 Worcester Street
  • Wellesley, MA 02481
  • United States

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GW & Wade Valuation & Funding

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

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GW & Wade Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of investment management services intended to streamline and enhance the financial lives of clients. The compan
Asset Management
Wellesley, MA
65 As of 2021

Boston, MA
 
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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
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GW & Wade Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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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.

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