Colonial Wealth Management Overview

  • Founded
  • 1993
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
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary 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 Executive Team (2)

Name Title Board Seat Contact Info
Rob Sullivan Vice President
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