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World Alliance Financial

1996 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
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.

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

World Alliance Financial Valuation and Funding

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

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World Alliance Financial Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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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