GW & Wade Overview

  • Founded
  • 1986
  • Status
  • Acquired/​Merged
  • Employees
  • 61
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

GW & Wade General Information


Provider of investment management services. The company offers wealth management services including tax planning, financial planning, asset management, retirement and estate planning to individuals and their families.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Specialized Finance
Parent Company
Primary Office
  • 93 Worcester Street
  • Wellesley, MA 02481
  • United States
+1 (781) 000-0000
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GW & Wade Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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GW & Wade Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of investment management services. The company offers wealth management services including tax planning, financ
Asset Management
Wellesley, MA
61 As of 2014

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00000 0000000000
Boston, MA
00 As of 0000
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GW & Wade Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
000 000000000 Formerly PE-Backed Boston, MA 00 000000000000
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GW & Wade Executive Team (16)

Name Title Board Seat Contact Info
Roger Wade JD Co-Founder, Principal & Counselor
Gene Sinclair Principal & Vice President, Business Development
Darren Norton JD Principal
David Brodsky JD Principal
Eric Rosenberg JD Principal
You’re viewing 5 of 16 executive team members. Get the full list »

GW & Wade Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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