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Polaris Wealth Advisers

1998 FOUNDED
M&A STATUS
11-20 EMPLOYEES
Merger of Eq. LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management service intended to offer customized portfolio management products. The company's wealth management services include financial planning, retirement planning, tax planning, income protection and legacy planning services enabling their clients reach their financial goals.

Formerly Known As
Polaris Equity Management
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Primary Office
  • 824 East Street
  • San Rafael, CA 94901
  • United States

+1 (415) 000-0000

Polaris Wealth Advisers Valuation and Funding

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

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Polaris Wealth Advisers Executive Team (3)

Name Title Board
Seat
Contact
Info
Angela Crescenzo Chief Compliance Officer
John McNertney Director
Jeffrey Powell Founder, Managing Partner and Chief Investment Officer