CapGroup Advisors
1983
FOUNDED
M&A
STATUS
11-20
EMPLOYEES
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Provider of wealth management advisory services. The company offers wealth management, investment management, financial planning and fiduciary consulting services.
Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Other Financial Services
Acquirer
Primary Office
- 7100 Forest Avenue
- Suite 301
- Richmond, VA 23226
- United States
CapGroup Advisors Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
This information is reserved for PitchBook Platform users. To explore CapGroup Advisors‘s full profile, request access.
Request full access to PitchBookCapGroup Advisors Executive Team (1)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Richard Smith | Founder & Chairman |
CapGroup Advisors Board Members (1)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 0000000 00000 | CapGroup Advisors | Founder & Chairman | 000 0000 |