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Investment Advisory Network

1992 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary Office
  • 6455 South Yosemite Street, Penthouse
  • Englewood, CO 80111
  • United States

Investment Advisory Network Valuation and Funding

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

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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