Delessert Financial Services Overview

  • Year Founded
  • 1994

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Delessert Financial Services General Information


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
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
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/
Post-Val Status Debt

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