Holistic Wealth Management Overview
- Year Founded
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1996
- Status
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Acquired/Merged
- Employees
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3
- Latest Deal Type
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M&A
- Financing Rounds
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1
Holistic Wealth Management General Information
Description
Provider of financial investment advisory services. The company's services include asset management, wealth management, financial planning, tax compliance and portfolio management.
Contact Information
Corporate Office
- Harrogate
- England, United Kingdom
Corporate Office
- Harrogate
- England, United Kingdom
Holistic Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Holistic Wealth Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Holistic Wealth Management FAQs
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When was Holistic Wealth Management founded?
Holistic Wealth Management was founded in 1996.
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Where is Holistic Wealth Management headquartered?
Holistic Wealth Management is headquartered in Harrogate, United Kingdom.
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What is the size of Holistic Wealth Management?
Holistic Wealth Management has 3 total employees.
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What industry is Holistic Wealth Management in?
Holistic Wealth Management’s primary industry is Consulting Services (B2B).
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Is Holistic Wealth Management a private or public company?
Holistic Wealth Management is a Private company.
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What is Holistic Wealth Management’s current revenue?
The current revenue for Holistic Wealth Management is .
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When was Holistic Wealth Management acquired?
Holistic Wealth Management was acquired on 14-Jan-2011.
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Who acquired Holistic Wealth Management?
Holistic Wealth Management was acquired by Titan Private Wealth.
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