Investment Advisory Network Overview
- Founded
-
1992
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Investment Advisory Network General Information
Description
Provider of web-based wealth management services. The company's services include investor profiling, asset allocation modeling, performance assessments, management reporting, enabling financial institutions, broker-dealers and financial advisors to get flexible but cost effective end-to-end account processing services.
Contact Information
Website
www.ianinc.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
Primary Office
- 6455 South Yosemite Street, Penthouse
- Englewood, CO 80111
- United States
Investment Advisory Network Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Investment Advisory Network Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Richard Underwood | Co-Founder, President & Chief Executive Officer | ||
| Russell Isaac | Co-Founder and Managing Partner, Marketing |