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Global Financial Private Capital

Global Financial Private Capital
1991 FOUNDED
M&A STATUS
201-300 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management and investment consulting services, intended to construct and maintain financial plans that meet individual needs of clients. The company offers a range of comprehensive, fully integrated wealth management services including proprietary and non-proprietary services, investment performance analysis, and fiduciary advice to institutional and individual investors.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Asset Management
Parent Company
Primary Office
  • 501 North Cattlemen Road
  • Suite 106
  • Sarasota, FL 34232
  • United States

+1 (941) 000-0000

Global Financial Private Capital Valuation and Funding

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

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Global Financial Private Capital Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Joel Isaacson & Company Formerly PE-Backed New York, NY 00 000000000000
00000000 000000 Corporate Backed or Acquired New York, NY 00 000000&0
0000000 0000000000 Corporate Backed or Acquired Chicago, IL 00 00000000000
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Global Financial Private Capital Former Investors

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

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Global Financial Private Capital Executive Team (2)

Name Title Board
Seat
Contact
Info
Michael Bell JD Chief Executive Officer
Lewis Dellarco Jr. Chief Compliance Officer