ARGI Financial Group Overview
- Year Founded
-
1995
- Status
-
Acquired/Merged
- Employees
-
263
- Latest Deal Type
-
Buyout/LBO
- 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.
Contact Information
Website
www.argifinancialgroup.comCorporate Office
- 2201 High Wickham Place
- Louisville, KY 40245
- United States
Corporate Office
- 2201 High Wickham Place
- Louisville, KY 40245
- United States
ARGI Financial Group Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
ARGI Financial Group Signals
ARGI Financial Group Investments & Acquisitions (4)
ARGI Financial Group’s most recent deal was a Later Stage VC with EdjSports for . The deal was made on 01-Jun-2020.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| EdjSports | 01-Jun-2020 | Later Stage VC | Business/Productivity Software | ||
| SCA CPAs and Advisors | 24-Jan-2019 | Merger/Acquisition | Accounting, Audit and Tax Services (B2B) | ||
| OPM Financial | 03-Mar-2015 | Merger/Acquisition | Accounting, Audit and Tax Services (B2B) | ||
| KD Fiduciary Asset Management | 16-Aug-2013 | Merger/Acquisition | Asset Management |
ARGI Financial Group Exits (1)
ARGI Financial Group’s most recent exit was on 01-Jun-2020 from EdjSports. The exit was categorized as with 9 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| EdjSports | 01-Jun-2020 | Completed |
|
ARGI Financial Group FAQs
-
When was ARGI Financial Group founded?
ARGI Financial Group was founded in 1995.
-
Where is ARGI Financial Group headquartered?
ARGI Financial Group is headquartered in Louisville, KY.
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What is the size of ARGI Financial Group?
ARGI Financial Group has 263 total employees.
-
What industry is ARGI Financial Group in?
ARGI Financial Group’s primary industry is Other Financial Services.
-
Is ARGI Financial Group a private or public company?
ARGI Financial Group is a Private company.
-
What is ARGI Financial Group’s current revenue?
The current revenue for ARGI Financial Group is .
-
When was ARGI Financial Group acquired?
ARGI Financial Group was acquired on 10-Jan-2023.
-
Who acquired ARGI Financial Group?
ARGI Financial Group was acquired by Cerity Partners.
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