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Carnegie Wealth Management

1985 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of investment consulting services intended to offer sustainable long term investment plans. The company's investment consulting services include asset management, wealth management and investment advisory services, enabling retirement plan administrators, foundations, corporations and high net worth investors to frame sustainable future investment plans.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Brokerage
Acquirer
The Strategic Financial Alliance
Primary Office
  • 667 Exton Commons
  • Exton, PA 19341
  • United States

Carnegie Wealth Management Valuation and Funding

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

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Carnegie Wealth Management Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Carnegie Wealth Management Executive Team (2)

Name Title Board
Seat
Contact
Info
Matthew Kelly Chief Executive Officer and Partner
Roy Johnston Founder and Chairman

Carnegie Wealth Management Board Members (1)

Name Representing Role Since Contact
Info
000 00000000 Carnegie Wealth Management Founder and Chairman 000 0000