Holistic Wealth Management Overview

  • Founded
  • 1996
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 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

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
Cardale Asset Management
Primary Office
  • Harrogate
  • England, United Kingdom
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Holistic Wealth Management Valuation & Funding

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

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