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Catalyst Financial Planning & Investment Management

1996 FOUNDED
PRIVATE STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of financial planning and investment consulting services to individuals, families, trusts, foundations, and retirement plans. The company also offers fiduciary auditing services and stock market news.

Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Primary Office
  • 70 Washington Street
  • Suite 203
  • Oakland, CA 94607
  • United States

+1 (510) 000-0000

Catalyst Financial Planning & Investment Management Valuation and Funding

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

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Catalyst Financial Planning & Investment Management Executive Team (8)

Name Title Board
Seat
Contact
Info
Donna Hendren Controller

7 Former Executives

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