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)
(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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