New World Financial Holdings Overview

  • Year Founded
  • 2014

Year Founded

  • Status
  • Private

  • Latest Deal Type
  • 2ndary - Private

New World Financial Holdings General Information


Provider of investment banking and wealth management services based in Salisbury, Connecticut. The company provides investment banking, asset management, and private wealth management services and offers capital raising, management buyouts and restructurings, mergers and acquisitions, and divestitures, enabling clients to effectively manage their investments.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Formerly VC-backed
Primary Industry
Asset Management
Other Industries
Investment Banks
Primary Office
  • 44 Dugway Road
  • Falls Village
  • Salisbury, CT 06031
  • United States
+1 (973) 000-0000

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New World Financial Holdings Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Secondary Transaction - Private 01-Jan-2023 00.000 Completed Startup
1. Seed Round 30-Jul-2015 00.000 00.000 Completed Startup
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New World Financial Holdings Executive Team (2)

Name Title Board Seat Contact Info
Peter Gelb Chief Financial Officer
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New World Financial Holdings Board Members (2)

Name Representing Role Since
John Steinmetz TerraNova Capital Equities Chairman 000 0000
You’re viewing 1 of 2 board members. Get the full list »