Private Wealth Alliance Overview

  • Status
  • Acquired/​Merged
  • Employees
  • 40
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2

Private Wealth Alliance General Information

Description

Provider of third-party program administration intended to offer financial services to clients. The company's offerings include consultative guidance and revenue-sharing arrangements through extensive experience in start-up wealth management program launches, program re-engineering, and expertise in augmenting programs with ancillary services, enabling financial institutions to get access to financial planning, life insurance, managed account, and alternative investing strategies.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Primary Office
  • 1451 West Cypress Creek Road
  • Suite 300
  • Fort Lauderdale, FL 33309
  • United States
+1 (800) 000-0000
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Private Wealth Alliance Valuation & Funding

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

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Private Wealth Alliance Executive Team (2)

Name Title Board Seat Contact Info
Bradley Mann Chief Operating Officer
Dan Overbey Chief Executive Officer
To view Private Wealth Alliance’s complete executive team members history, request access »

Private Wealth Alliance 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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Private Wealth Alliance Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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