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FundEX Investments

FundEX Investments
1995 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
3 FINANCING ROUNDS
Description

Provider of financial services intended to pool money from many investors to purchase securities. The company's services include open-end funds, unit investment trusts and closed-end funds, enabling independent financial advisers with an established, fixed fee business model that enables them to access a wide variety of quality investment products to best meet the needs of Canadian investors.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Capital Markets/Institutions
Parent Company
Primary Office
  • 400 Applewood Crescent
  • 3rd Floor
  • Vaughan, Ontario L4K 0C3
  • Canada

+1 (905) 000-0000

FundEX Investments Valuation and Funding

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

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FundEX Investments Executive Team (1)

Name Title Board
Seat
Contact
Info
David Chapman President & Chief Executive Officer