Delessert Financial Services Overview

  • Founded
  • 1994
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Delessert Financial Services General Information

Description

Provider of financial and asset management services in Newton, Massachusetts. The company's services include financial planning, estate planning, investment consulting and monitoring services, enabling its clients to meet their financial needs of high net worth.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Primary Office
  • 32 Union Street
  • P. O. Box 59098
  • Newton, MA 02459
  • United States
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Delessert Financial Services Valuation & Funding

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

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Delessert Financial Services Executive Team (1)

Name Title Board Seat Contact Info
Christine Delessert Founder & President
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