Pivotal Insurance & Financial Overview

  • Founded
  • 2005
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Pivotal Insurance & Financial General Information

Description

Provider of financial services. The company offers asset management, insurance planning and estate planning services to self-made entrepreneurs in Scottsdale, United States.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Insurance Brokers
Other Industries
Other Financial Services
Acquirer
WealthPoint
Primary Office
  • 14850 North Scottsdale Road
  • Suite 400
  • Scottsdale, AZ 85254
  • United States
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Pivotal Insurance & Financial Valuation & Funding

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

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