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Opes Advisors

Opes Advisors?uq=kzBhZRuG
2004 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of mortgage banking services. The company's mortgage banking services covers financial advice, mortgage services, mortgage advisory and wealth management services, enabling clients to support their current lifestyle and prepare for a satisfying retirement including addressing the new challenge of longevity.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Thrifts and Mortgage Finance
Other Industries
Specialized Finance
Other Financial Services
Acquirer
Flagstar Bank
Primary Office
  • 1901 South Bascom Avenue
  • Suite 105
  • Campbell, CA 95008
  • United States

+1 (408) 000-0000

Opes Advisors Valuation and Funding

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

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Opes Advisors Executive Team (4)

Name Title Board
Seat
Contact
Info
Susan McHan Co-Founder, Chief Executive Officer & President
Curtis Dair Chief Financial Officer
Jonathan Lee Co-Founder, Chief Technology Officer, Executive Chairman & President
Mark Duvall Co-Founder, Chief Investment Officer, Chartered Financial Analyst & Wealth Management Expert