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Matrix Planning Solutions

Matrix Planning Solutions?uq=gJQ7UQwH
1999 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial and credit license services. The company's financial and credit license services include strategic advice, paraplanning, sucession planning, marketing support and advisory on transition management, enabling its client to get a wide range of financial services.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Parent Company
Primary Office
  • 20 Bond Street
  • Level 14
  • Sydney, New South Wales 2000
  • Australia

+61 1300 000 000

Matrix Planning Solutions Valuation and Funding

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

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Matrix Planning Solutions Executive Team (3)

Name Title Board
Seat
Contact
Info
Todd Kardash Chief Executive Officer
Allison Dummett Head of Strategic Advice
Pieter Franzen Chairman

Matrix Planning Solutions Board Members (1)

Name Representing Role Since Contact
Info
000000 0000000 Matrix Planning Solutions Chairman 000 0000