Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Celadon Financial Group

Celadon Financial Group
1986 FOUNDED
PRIVATE STATUS
21-30 EMPLOYEES
Angel LATEST DEAL TYPE
$850K LATEST DEAL AMOUNT
Description

Provider of brokerage services to institutional, corporate and high net-worth clients. The company provides institutional services like online account access, idea incubation, relationship management, wealth management and investment banking.

Formerly Known As
Securities & Investment Planning Co., Securities & Investment Planning Co/FL/BD
Ownership Status
Privately Held (backing)
Financing Status
Angel-Backed
Primary Industry
Brokerage
Other Industries
Investment Banks
Primary Office
  • 19 Center Street
  • Chatham, NJ 07928
  • United States

+1 (973) 000-0000
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore Celadon Financial Group’s full profile, request a free trial.

Celadon Financial Group Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Angel (individual) 09-Mar-2015 $850K 00000 Completed Generating Revenue
To view this company’s complete deal history including valuation and funding, request access »

Celadon Financial Group Executive Team (2)

Name Title Board
Seat
Contact
Info
Daryl Hersch Chief Executive Officer
Paul Waldman JD Chief Compliance Officer & General Counsel