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Holistic Wealth Management

1996 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial investment advisory services. The company's services include asset management, wealth management, financial planning, tax compliance and portfolio management.

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

Holistic Wealth Management Valuation and Funding

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

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