Pearson Financial Services Overview

  • Year Founded
  • 1970

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Pearson Financial Services General Information


Provider of financial services based in Dennis, Massachusetts. The company provides integrated wealth & retirement management, investment management, tax and estate management services, helping clients successfully meet the challenges of growing, protecting and distributing their wealth.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • P.O. Box 2041
  • 586 Main Street (Rte 6A)
  • Dennis, MA 02638
  • United States
+1 (800) 000-0000

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Pearson Financial Services Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Pearson Financial Services Executive Team (1)

Name Title Board Seat Contact Info
Seth Pearson Founder
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