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
Bryn Mawr Trust
Primary Office
  • 1 West Chocolate Avenue
  • Hershey, PA 17033
  • United States

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Private Wealth Management Group Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Private Wealth Management Group‘s full profile, request access.

Request a free trial

Private Wealth Management Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Private Wealth Management Group Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Private Wealth Management Group‘s full profile, request access.

Request a free trial