Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Quintile Wealth Management

2002 FOUNDED
M&A STATUS
31-40 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management and advisory services. The company's wealth management and advisory services include family office, investment advisory, financial planning and related legal services.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
Kochis Fitz
Primary Office
  • 11150 Santa Monica Boulevard 400
  • Los Angeles, CA 90025
  • United States

Quintile Wealth Management Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Quintile Wealth Management‘s full profile, request access.

Request full access to PitchBook

Quintile Wealth Management Executive Team (1)

Name Title Board
Seat
Contact
Info
Rob Francais Chief Executive Officer & Founder