Colonial Wealth Management Overview

  • Year Founded
  • 1993

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Colonial Wealth Management General Information

Description

Provider of wealth management services. The company provides financial planning, asset management, portfolio construction and risk management services to high-net-worth individuals and families.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 265 Franklin Street
  • 16th Floor
  • Boston, MA 02110
  • United States
Primary Industry
Asset Management
Corporate Office
  • 265 Franklin Street
  • 16th Floor
  • Boston, MA 02110
  • United States

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Colonial Wealth Management Valuation & Funding

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

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Colonial Wealth Management FAQs

  • When was Colonial Wealth Management founded?

    Colonial Wealth Management was founded in 1993.

  • Where is Colonial Wealth Management headquartered?

    Colonial Wealth Management is headquartered in Boston, MA.

  • What industry is Colonial Wealth Management in?

    Colonial Wealth Management’s primary industry is Asset Management.

  • Is Colonial Wealth Management a private or public company?

    Colonial Wealth Management is a Private company.

  • What is Colonial Wealth Management’s current revenue?

    The current revenue for Colonial Wealth Management is .

  • When was Colonial Wealth Management acquired?

    Colonial Wealth Management was acquired on 19-Jan-2011.

  • Who acquired Colonial Wealth Management?

    Colonial Wealth Management was acquired by Boston Private Wealth.

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