HBW Partners
1991
FOUNDED
M&A
STATUS
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Provider of multi-faceted financial services to businesses. The company offers managed money, tax planning, insurance, annuities and other advisory services using facial recognition tools, financial planning software, client acquisition programs and business planning tools, enabling clients to enhance the experience, manage risk and increase productivity.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Specialized Finance
Other Industries
Accounting, Audit and Tax Services (B2B)
Parent Company
Cetera Advisor Networks
Primary Office
- 3355 Cochran Street
- Suite 100
- Simi Valley, CA 93063
- United States
+1 (800) 000-0000
HBW Partners Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
This information is reserved for PitchBook Platform users. To explore HBW Partners‘s full profile, request access.
Request full access to PitchBookHBW Partners Executive Team (4)
HBW Partners Board Members (1)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 0000000 00000 | HBW Partners | Chairman & Founding Principal | 000 0000 |