Provider of insurance and financial services in New York. The company's services include wealth and financial planning for retirement, estate, and education plans, risk management, tax planning and investment management.
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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Rob Hoxton | Chief Executive Officer & Co-Founder | ||
Julia Connell | Co-Founder |