Creand Wealth Management Overview

  • Year Founded
  • 1995

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 115

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

  • Investments
  • 1

Creand Wealth Management General Information

Description

Provider of financial advisory services for asset managers, private investors, single family office and institutionaal investors. The company's services include wealth management, asset management, investment management, investment advice and discretionary portfolio management services.

Contact Information

Website
www.creand.us
Formerly Known As
Beta Capital Management, Beta Capital Management Lp, Beta Capital Management, L.P.
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 777 Brickell Avenue
  • Suite 1201
  • Miami, FL 33131
  • United States
+1 (305)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Crèdit Andorrà
Corporate Office
  • 777 Brickell Avenue
  • Suite 1201
  • Miami, FL 33131
  • United States
+1 (305)

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Creand Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Creand Wealth Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Creand Wealth Management Acquisitions (1)

Creand Wealth Management’s most recent deal was a Merger/Acquisition with GBS Finanzas Investcapital for . The deal was made on 03-Jul-2023.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
GBS Finanzas Investcapital 03-Jul-2023 Merger/Acquisition Other Financial Services
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Creand Wealth Management FAQs

  • When was Creand Wealth Management founded?

    Creand Wealth Management was founded in 1995.

  • Where is Creand Wealth Management headquartered?

    Creand Wealth Management is headquartered in Miami, FL.

  • What is the size of Creand Wealth Management?

    Creand Wealth Management has 115 total employees.

  • What industry is Creand Wealth Management in?

    Creand Wealth Management’s primary industry is Asset Management.

  • Is Creand Wealth Management a private or public company?

    Creand Wealth Management is a Private company.

  • What is Creand Wealth Management’s current revenue?

    The current revenue for Creand Wealth Management is .

  • When was Creand Wealth Management acquired?

    Creand Wealth Management was acquired on 17-Oct-2011.

  • Who acquired Creand Wealth Management?

    Creand Wealth Management was acquired by Crèdit Andorrà.

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