World Alliance Financial Overview

  • Founded
  • 1996
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2

World Alliance Financial General Information

Description

Provider reverse lending services. The company operates as a mortgage banker and broker providing financial products for improving cash flow and preserving assets as well as providing tax and estate planning benefits.

Contact Information

Formerly Known As
Vertical Lend
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Thrifts and Mortgage Finance
Acquirer
KBC Financial Products
Primary Office
  • 3 Huntington Quadrangle
  • Suite 303N
  • Melville, NY 11747
  • United States
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World Alliance Financial Valuation & Funding

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

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World Alliance Financial Executive Team (2)

Name Title Board Seat Contact Info
Kenny Peskin Co-Founder and Chief Operating Officer
Paul Fiore Chief Learning Officer
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World Alliance Financial Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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