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

Description

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
Acquired/Merged
(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/
EBITDA
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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