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Apex Wealth Services

2012 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment reporting and administrative services. The company provides family office services to wealthy individuals and their families, including comprehensive net worth reporting and administrative tools that can help investors and their advisors in saving time, reducing portfolio costs, and managing their wealth.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 214 West Main Street
  • Ligonier, PA 15658
  • United States

+1 (412) 000-0000

Apex Wealth Services Valuation and Funding

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

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