Buttonwood Securities Overview
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
3
Buttonwood Securities General Information
Description
Provider of investment advisory services. The company provides investment-related financial advisory services to high net worth individual investors.
Contact Information
Formerly Known As
Securities Planners
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Acquirer
JT Moran Financial
Primary Office
- 103 State Street
- Boston, MA 02109
- United States
Buttonwood Securities Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Buttonwood Securities Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|