Private Wealth Management Group Overview

  • Status
  • Acquired/​Merged
  • Employees
  • 25
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Private Wealth Management Group General Information

Description

Provider of financial advisory services. The company offers investment, financial planning and administrative services to individual and institutional investors.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Primary Office
  • 1 West Chocolate Avenue
  • Hershey, PA 17033
  • United States
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Private Wealth Management Group Valuation & Funding

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

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Private Wealth Management Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Private Wealth Management Group Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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