Loring Ward International Overview
- Year Founded
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1975
- Status
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Acquired/Merged
- Employees
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30
- Latest Deal Type
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M&A
- Financing Rounds
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3
- Investments
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1
Loring Ward International General Information
Description
Provider of asset management and advisory services in the United States. The company offers investment management services and a turnkey asset management program to independent investment advisors and their clients. Its services include portfolio strategies and programs, back office operations, advisor education and training, and business development support. The company's advisory services comprise account opening, cash management, securities trading, custody, billing and collection, recordkeeping and reporting, statement generation and delivery, and development of investment policy statements. It also offers a suite of portfolio management programs, including structured investing, structured investing advantage, Synervest asset management, Synervest annuity, and Synervest retirement services, as well as consulting services.
Contact Information
Website
www.loringward.comCorporate Office
- 10 Almaden Boulevard
- 15th Floor
- San Jose, CA 95113
- United States
Corporate Office
- 10 Almaden Boulevard
- 15th Floor
- San Jose, CA 95113
- United States
Loring Ward International Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Loring Ward International Comparisons
Industry
Financing
Details
Loring Ward International Competitors (1)
One of Loring Ward International’s competitors is CJ Advisory, a Corporation company based in San Jose, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| CJ Advisory | Corporation | San Jose, CA |
Loring Ward International Signals
Growth Rate
Growth
Size Multiple
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Similarweb Unique Visitors
Majestic Referring Domains
Loring Ward International Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Loring Ward International Acquisitions (1)
Loring Ward International’s most recent deal was a Merger/Acquisition with Tribeca Strategic Advisors. The deal was made on 07-May-2010.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Tribeca Strategic Advisors | 07-May-2010 | Merger/Acquisition | Consulting Services (B2B) |
Loring Ward International Exits (1)
Loring Ward International’s most recent exit was on 07-May-2010 from Tribeca Strategic Advisors. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Tribeca Strategic Advisors | 07-May-2010 | Completed |
|
Loring Ward International FAQs
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When was Loring Ward International founded?
Loring Ward International was founded in 1975.
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Where is Loring Ward International headquartered?
Loring Ward International is headquartered in San Jose, CA.
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What is the size of Loring Ward International?
Loring Ward International has 30 total employees.
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What industry is Loring Ward International in?
Loring Ward International’s primary industry is Asset Management.
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Is Loring Ward International a private or public company?
Loring Ward International is a Private company.
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What is the current valuation of Loring Ward International?
The current valuation of Loring Ward International is .
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What is Loring Ward International’s current revenue?
The current revenue for Loring Ward International is .
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Who are Loring Ward International’s investors?
Werba Reinhard has invested in Loring Ward International.
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Who are Loring Ward International’s competitors?
CJ Advisory is a competitor of Loring Ward International.
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When was Loring Ward International acquired?
Loring Ward International was acquired on 30-Nov-2018.
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Who acquired Loring Ward International?
Loring Ward International was acquired by Buckingham Strategic Wealth.
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