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Shine Investment Advisory Services

Shine Investment Advisory Services?uq=UG6efJS6
1995 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of investment advisory services intended to offer fee-only investment and wealth management services to high net worth individuals. The company's investment advisory services include retail banking, estate planning, legal resources, tax and investment management services, enabling clients to avail guidance in making the right choices for future success and well-being.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Primary Office
  • 9892 Rosemont Avenue
  • Suite 100
  • Lone Tree, CO 80124
  • United States

+1 (303) 000-0000

Shine Investment Advisory Services Valuation and Funding

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

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Shine Investment Advisory Services Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Shine Investment Advisory Services Executive Team (1)

Name Title Board
Seat
Contact
Info
Judith Shine Founder, President & Chief Executive Officer