HUB Retirement and Wealth Management Overview
- Year Founded
-
1983
- Status
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Acquired/Merged
- Employees
-
19
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
- Investments
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1
HUB Retirement and Wealth Management General Information
Description
Provider of retirement planning and wealth management services intended for organizations and their employees. The company offers fiduciary services, comprehensive and financial planning, wealth advisory and investment management services, thereby enabling clients to ensure transparency in making investment recommendations and decisions.
Contact Information
Website
www.washfinancial.com(Operating Subsidiary)
Corporate Office
- 8300 Greensboro Drive
- Suite 700
- McLean, VA 22102
- United States
Corporate Office
- 8300 Greensboro Drive
- Suite 700
- McLean, VA 22102
- United States
HUB Retirement and Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
HUB Retirement and Wealth Management Comparisons
Industry
Financing
Details
HUB Retirement and Wealth Management Competitors (2)
One of HUB Retirement and Wealth Management’s 2 competitors is CAPTRUST Financial Advisors, a Private Equity-Backed company based in Raleigh, NC.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| CAPTRUST Financial Advisors | Private Equity-Backed | Raleigh, NC | ||||
| Curi RMB Capital | Corporate Backed or Acquired | Chicago, IL |
HUB Retirement and Wealth Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
HUB Retirement and Wealth Management Acquisitions (1)
HUB Retirement and Wealth Management’s most recent deal was a Merger/Acquisition with Global Retirement Partners. The deal was made on 31-Mar-2015.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Global Retirement Partners | 31-Mar-2015 | Merger/Acquisition | Other Financial Services |
HUB Retirement and Wealth Management Exits (1)
HUB Retirement and Wealth Management’s most recent exit was on 31-Mar-2015 from Global Retirement Partners. The exit was categorized as with 8 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Global Retirement Partners | 31-Mar-2015 | Completed |
|
HUB Retirement and Wealth Management FAQs
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When was HUB Retirement and Wealth Management founded?
HUB Retirement and Wealth Management was founded in 1983.
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Where is HUB Retirement and Wealth Management headquartered?
HUB Retirement and Wealth Management is headquartered in McLean, VA.
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What is the size of HUB Retirement and Wealth Management?
HUB Retirement and Wealth Management has 19 total employees.
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What industry is HUB Retirement and Wealth Management in?
HUB Retirement and Wealth Management’s primary industry is Other Financial Services.
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Is HUB Retirement and Wealth Management a private or public company?
HUB Retirement and Wealth Management is a Private company.
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What is HUB Retirement and Wealth Management’s current revenue?
The current revenue for HUB Retirement and Wealth Management is .
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Who are HUB Retirement and Wealth Management’s competitors?
CAPTRUST Financial Advisors and Curi RMB Capital are competitors of HUB Retirement and Wealth Management.
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When was HUB Retirement and Wealth Management acquired?
HUB Retirement and Wealth Management was acquired on 04-Sep-2019.
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Who acquired HUB Retirement and Wealth Management?
HUB Retirement and Wealth Management was acquired by Hub International.
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