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Financial Strategy Network

Financial Strategy Network?uq=w9if130k
1991 FOUNDED
M&A STATUS
11-20 EMPLOYEES
Merger of Eq. LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management services. The company provides financial planning, investment management, insurance policies, investment advice and financial consulting services.

Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Private Vista
Primary Office
  • 1 North LaSalle Street
  • 33rd Floor
  • Chicago, IL 60602
  • United States

Financial Strategy Network Valuation and Funding

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

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Financial Strategy Network Executive Team (4)

Name Title Board
Seat
Contact
Info
Craig Richart Partner & Financial Planner
James Weil Partner & Financial Planner
Jeffrey Toner Partner & Financial Planner
Steven Merdinger Partner & Financial Planner