Westbrook Financial Services Overview

  • Founded
  • 1983

Founded
  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Westbrook Financial Services General Information

Description

Provider of employee benefit services. The company offers services such as retirement planning, financial planning, online benefit management, retirement counseling, asset allocation strategies and other investment advisory services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Application Software
Primary Office
  • 7425 East Stetson Drive
  • Scottsdale, AZ 85251
  • United States

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Westbrook Financial Services Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Westbrook Financial Services‘s full profile, request access.

Request a free trial

Westbrook Financial Services Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of employee benefit services. The company offers services such as retirement planning, financial planning, onli
Other Financial Services
Scottsdale, AZ
000000&0

000000

in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occ
00000 000000000 00000000
Columbus, OH
00 As of 0000
000000000 -

000000

in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occ
00000 0000000000
Scottsdale, AZ
000000&0
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Westbrook Financial Services Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Gryphon Financial Partners Corporation Columbus, OH 00 000000000 -
000000 0000000000 Corporate Backed or Acquired Scottsdale, AZ 000000&0
You’re viewing 2 of 2 competitors. Get the full list »

Westbrook Financial Services Executive Team (1)

Name Title Board Seat Contact Info
Raymond Rotolo President & Founder
To view Westbrook Financial Services’s complete executive team members history, request access »