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Colonial Wealth Management

1993 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

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

Colonial Wealth Management Valuation and Funding

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

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Colonial Wealth Management Executive Team (2)

Name Title Board
Seat
Contact
Info
Rob Sullivan Vice President

1 Former Executive

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