Pearson Financial Services Overview

  • Founded
  • 1970
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Pearson Financial Services General Information


Provider of financial services. The company provides integrated wealth management, investment management, tax, and estate management services.

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
  • 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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