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.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Representing | Role | Since |
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0000000 00000 | HBW Partners | Chairman & Founding Principal | 000 0000 |