Financial advisory Joint Venture (Intellectus Partners / Dynasty Financial Partners) Overview

  • Founded
  • 2015
Founded
  • Status
  • Private
  • Latest Deal Type
  • Joint Venture
  • Financing Rounds
  • 1

Financial advisory Joint Venture (Intellectus Partners / Dynasty Financial Partners) General Information

Description

Provider of wealth management services. The company provides wealth management, asset management and financial advisory services in USA.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • CA
  • United States
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Financial advisory Joint Venture (Intellectus Partners / Dynasty Financial Partners) Valuation & Funding

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

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Financial advisory Joint Venture (Intellectus Partners / Dynasty Financial Partners) Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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