Independent Financial Partners Overview

  • Founded
  • 2000
Founded
  • Status
  • Private
  • Employees
  • 450
Employees
  • Latest Deal Type
  • Corporate
  • Financing Rounds
  • 2
  • Investments
  • 1

Independent Financial Partners General Information

Description

Provider of financial advisory services. The company provides asset management, retirement planning, financial consulting, asset allocation, investment advisory, and plan management services.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Primary Office
  • 3030 North Rocky Point Drive West
  • Suite 700
  • Tampa, FL 33607
  • United States
+1 (813) 000-0000

Independent Financial Partners Timeline

2018201920202021
Financing Round
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Independent Financial Partners Valuation & Funding

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

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Independent Financial Partners Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of financial advisory services. The company provides asset management, retirement planning, financial consultin
Asset Management
Tampa, FL
450 As of 2016
00.000
000000000000 00.000

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00000 0000000000
Sunnyvale, CA
0000 As of 0000
000.00
00 000000 000.00
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Independent Financial Partners Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
0000000 000000000 Private Equity-Backed Sunnyvale, CA 0000 000.00 00 000000 000.00
You’re viewing 1 of 1 competitors. Get the full list »

Independent Financial Partners Executive Team (11)

Name Title Board Seat Contact Info
William Hamm Jr. Chief Executive Officer
Chris Hamm Chief Operating Officer
Karen Hamm Chief Administrative Officer
Keith Kessel JD Chief Compliance Officer & Specialist Counsel
Jeffery Acheson Chief Business Development Officer
You’re viewing 5 of 11 executive team members. Get the full list »

Independent Financial Partners Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Independent Financial Partners Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Independent Financial Partners Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 000000 000 23-Sep-2015 000000000000000000 Other Financial Services
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Independent Financial Partners Subsidiaries (1)

Company Name Industry Location Founded
0000000 000000 000 Other Financial Services Fort Lauderdale, FL
To view Independent Financial Partners’s complete subsidiaries history, request access »