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Polaris Greystone Financial Group

2015 FOUNDED
PRIVATE STATUS
Platform LATEST DEAL TYPE
1 FINANCING ROUNDS
3 INVESTMENTS
Description

Provider of wealth management service. The company engages in providing financial planning, portfolio management, retirement planning, tax planning, net worth and cash management services.

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Asset Management
Primary Office
  • San Francisco, CA
  • United States

Polaris Greystone Financial Group Valuation and Funding

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

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Polaris Greystone Financial Group Investments & Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000 19-Aug-2017 0000 Other Commercial Banks
000000000 00000000 21-Oct-2015 000000 00 000000 Consulting Services (B2B)
Polaris Wealth Advisers 21-Oct-2015 Merger of Equals Other Financial Services
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Polaris Greystone Financial Group Executive Team (2)

Name Title Board
Seat
Contact
Info
Jeffrey Powell Chief Executive Officer, Chief Investment Officer and Managing Partner
Todd Moss Co-Founder, President and Senior Partner