GFP Private Wealth Overview
- Year Founded
-
1978
- Status
-
Acquired/Merged
- Employees
-
33
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
6
- Investments
-
1
GFP Private Wealth General Information
Description
Provider of conflict-free investment and wealth management counsel services intended to offer fee-based registered investment services. The company's conflict-free investment and wealth management counsel services include family office facilities, investment advisory, and asset under management, thereby enabling high net worth and institutional audiences to avail themselves of a range of investment services.
Contact Information
Website
www.gfpwealth.com(Operating Subsidiary)
Corporate Office
- 1300 East 9th Street
- Suite 1900
- Cleveland, OH 44114
- United States
Corporate Office
- 1300 East 9th Street
- Suite 1900
- Cleveland, OH 44114
- United States
GFP Private Wealth Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
GFP Private Wealth Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
GFP Private Wealth Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
GFP Private Wealth Acquisitions (1)
GFP Private Wealth’s most recent deal was a Merger/Acquisition with Capital Portfolio Advisors. The deal was made on 28-Sep-2023.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Capital Portfolio Advisors | 28-Sep-2023 | Merger/Acquisition | Specialized Finance |
GFP Private Wealth FAQs
-
When was GFP Private Wealth founded?
GFP Private Wealth was founded in 1978.
-
Where is GFP Private Wealth headquartered?
GFP Private Wealth is headquartered in Cleveland, OH.
-
What is the size of GFP Private Wealth?
GFP Private Wealth has 33 total employees.
-
What industry is GFP Private Wealth in?
GFP Private Wealth’s primary industry is Asset Management.
-
Is GFP Private Wealth a private or public company?
GFP Private Wealth is a Private company.
-
What is GFP Private Wealth’s current revenue?
The current revenue for GFP Private Wealth is .
-
Who are GFP Private Wealth’s investors?
Kirtland Capital Partners and The 4100 Group have invested in GFP Private Wealth.
-
When was GFP Private Wealth acquired?
GFP Private Wealth was acquired on 03-Feb-2026.
-
Who acquired GFP Private Wealth?
GFP Private Wealth was acquired by Arax Advisory Partners.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process
