Lexington Wealth Management Overview
- Year Founded
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2000
- Status
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Private
- Employees
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29
- Latest Deal Type
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Corporate
- Financing Rounds
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1
- Investments
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1
Lexington Wealth Management General Information
Description
Provider of wealth management services intended to offer financial assistance to enterprises. The company provides financial planning, asset allocation and tax-enhanced investment strategies, thus enabling high-net-worth individuals and other clients to make informed decisions regarding their wealth accumulation strategies.
Contact Information
Website
www.lexingtonwealth.comCorporate Office
- 12 Waltham Street
- Lexington, MA 02421
- United States
Corporate Office
- 12 Waltham Street
- Lexington, MA 02421
- United States
Lexington Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Lexington Wealth Management Comparisons
Industry
Financing
Details
Lexington Wealth Management Competitors (26)
One of Lexington Wealth Management’s 26 competitors is TideRock Financial, a Corporation company based in Aliso Viejo, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| TideRock Financial | Corporation | Aliso Viejo, CA | ||||
| Wealthspire Advisors | Private Equity-Backed | New York, NY | ||||
| Kcr Wealth Management | Corporation | Reston, VA | ||||
| Chandler Asset Management | Corporation | San Diego, CA | ||||
| LaSalle Investment Management | Corporation | Chicago, IL |
Lexington Wealth Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Lexington Wealth Management Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Lexington Wealth Management Investments (1)
Lexington Wealth Management’s most recent deal was a Buyout/LBO with Thompson Wealth Management (Concord). The deal was made on 02-Dec-2021.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Thompson Wealth Management (Concord) | 02-Dec-2021 | Buyout/LBO | Other Financial Services |
Lexington Wealth Management FAQs
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When was Lexington Wealth Management founded?
Lexington Wealth Management was founded in 2000.
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Where is Lexington Wealth Management headquartered?
Lexington Wealth Management is headquartered in Lexington, MA.
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What is the size of Lexington Wealth Management?
Lexington Wealth Management has 29 total employees.
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What industry is Lexington Wealth Management in?
Lexington Wealth Management’s primary industry is Asset Management.
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Is Lexington Wealth Management a private or public company?
Lexington Wealth Management is a Private company.
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What is Lexington Wealth Management’s current revenue?
The current revenue for Lexington Wealth Management is .
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Who are Lexington Wealth Management’s investors?
Hightower Advisors has invested in Lexington Wealth Management.
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Who are Lexington Wealth Management’s competitors?
TideRock Financial, Wealthspire Advisors, Kcr Wealth Management, Chandler Asset Management, and LaSalle Investment Management are some of the 26 competitors of Lexington Wealth Management.
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