Carnegie Wealth Management Overview

  • Founded
  • 1985
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2

Carnegie Wealth Management General Information

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.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Brokerage
Other Financial Services
Primary Office
  • 667 Exton Commons
  • Exton, PA 19341
  • United States
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Carnegie Wealth Management Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Carnegie Wealth Management‘s full profile, request access.

Request a free trial

Carnegie Wealth Management Executive Team (2)

Name Title Board Seat Contact Info
Matthew Kelly Chief Executive Officer and Partner
Roy Johnston Founder and Chairman
To view Carnegie Wealth Management’s complete executive team members history, request access »

Carnegie Wealth Management Board Members (1)

Name Representing Role Since
000 00000000 Carnegie Wealth Management Founder and Chairman 000 0000
To view Carnegie Wealth Management’s complete board members history, request access »

Carnegie Wealth Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Carnegie Wealth Management‘s full profile, request access.

Request a free trial