Get a glimpse into our company and investor data—powered by the PitchBook Platform
Provider of investment advisory and asset management services intended to support and deliver the highest level of client service at every point of engagement. The company provides their affiliates with a broad set of administrative functions that include compliance, finance, human resources, technology and information technology (IT) enabling them to devote their full attention to helping clients achieve their financial goals.
Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
---|
This information is reserved for PitchBook Platform users. To explore WealthTrust (acquired)‘s full profile, request access.
Request full access to PitchBookCompany Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
000000 000000000 0 | 31-Oct-2008 | 0000000000 | Asset Management | 0000 000000 | |
00000000000 000000 | 14-Nov-2007 | 0000000000 | Asset Management | 0000 000000 | |
00000 00000 000000 | 02-Nov-2007 | 0000000000 | Asset Management | 0000 000000 | |
Fairport Wealth | 02-Nov-2007 | Buyout/LBO | Asset Management | 0000 000000 |
Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
---|---|---|---|---|---|
000000 000000000 0 | 31-Oct-2008 | 0000000000 | Completed |
|
Company Name | Industry | Location | Founded |
---|---|---|---|
WealthTrust Arizona | Asset Management | Scottsdale, AZ | 1996 |
00000000 000000 | Asset Management | Cleveland, OH | 0000 |
Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
---|
This information is reserved for PitchBook Platform users. To explore WealthTrust (acquired)‘s full profile, request access.
Request full access to PitchBookName | Title | Board Seat |
Contact Info |
---|---|---|---|
Holly Deem | Chief Executive Officer |
7 Former Executives
You’re viewing 1 of 8 executives. Get the full list »