ARGI Financial Group Overview
- Founded
-
1995

- Status
-
Acquired/Merged
- Employees
-
263

- Latest Deal Type
-
M&A
- Financing Rounds
-
2
- Investments
-
4
ARGI Financial Group General Information
Description
Provider of financial planning and asset management services catering to individuals and businesses. The company specializes in wealth management, business planning, legacy planning, risk management and allied services to its clients. It was founded in 1995 and is headquartered in Louisville, Kentucky.
Contact Information
Website
www.argifinancialgroup.com
Formerly Known As
Advisor's Resource Group Inc
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Asset Management
Parent Company
Primary Office
- 2201 High Wickham Place
- Louisville, KY 40245
- United States
+1 (502) 000-0000
ARGI Financial Group Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
ARGI Financial Group Executive Team (11)
ARGI Financial Group Signals
ARGI Financial Group Investments & Acquisitions (4)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
000000000 | 01-Jun-2020 | 00000 0000 | 000 | Business/Productivity Software | |
000 0000 000 | 24-Jan-2019 | 0000000000 | Accounting, Audit and Tax Services (B2B) | 000 00000 | |
000 000000000 | 03-Mar-2015 | 0000000000 | Accounting, Audit and Tax Services (B2B) | ||
KD Fiduciary Asset Management | 16-Aug-2013 | Merger/Acquisition | Asset Management | 000 0000 |
ARGI Financial Group Exits (1)
Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
---|---|---|---|---|---|
000000000 | 01-Jun-2020 | 00000 00000 00 | 000 | Completed |
|