Provider of investment brokerage services. The company operates as a brokerage firm specializing in mutual investment funds and other investment products.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Title | Board Seat | Contact Info |
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Doris Allard | Co-Founder, President & Chief Executive Officer | ||
Daniel Bissonnette | Chief Compliance Officer & Co-Founder |