New World Financial Holdings Overview
- Year Founded
-
2014
- Status
-
Private
- Latest Deal Type
-
2ndary - Private
New World Financial Holdings General Information
Description
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
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 |
New World Financial Holdings Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Peter Gelb | Chief Financial Officer |
New World Financial Holdings Board Members (2)
| Name | Representing | Role | Since |
|---|---|---|---|
| John Steinmetz | TerraNova Capital Equities | Chairman | 000 0000 |