Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Martin Financial Group

Martin Financial Group
2001 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management services. The company's services include investment advisory, investment management, retirement planning, estate planning, tax planning and financial planning, providing its clients with a single advisor and assistant who provide independent, objective and unbiased financial advice.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Mariner Wealth Advisors
Primary Office
  • 3707 Charlestown Road, C-2
  • New Albany, IN 47150
  • United States

+1 (812) 000-0000

Martin Financial Group Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Martin Financial Group‘s full profile, request access.

Request full access to PitchBook

Martin Financial Group Competitors (10)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sigma Investment Management Company Private Equity-Backed Portland, OR 000000000000
00000000 000000 00 Corporate Backed or Acquired Austin, TX 000000&0
000000000 & 000000 Private Equity-Backed Traverse City, MI 00 000000000000
00000000 0000 0000 Private Equity-Backed Northbrook, IL 00 000000000000
00000 000000 00000 Corporate Backed or Acquired San Francisco, CA 00 000000&0
To view this company’s complete list of competitors, request access »

Martin Financial Group Executive Team (1)

Name Title Board
Seat
Contact
Info
Wesley Martin Founder, Chief Investment Officer, Investments & Principal