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ALM First Financial Advisors

ALM First Financial Advisors
1995 FOUNDED
PRIVATE STATUS
PE Growth LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Operator of an investment and financial advisory firm. The company offers an array of financial advisory services such as strategic, investment, financial, asset management and related advisory services to financial institutions, primarily credit unions.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • 2911 Turtle Creek Boulevard
  • Suite 500
  • Dallas, TX 75219
  • United States

+1 (800) 000-0000

ALM First Financial Advisors Valuation and Funding

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

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ALM First Financial Advisors Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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ALM First Financial Advisors Executive Team (1)

Name Title Board
Seat
Contact
Info
Emily Hollis Founder & Chief Executive Officer

ALM First Financial Advisors Board Members (2)

Name Representing Role Since Contact
Info
000000000 000000000 Platform Partners Board Member 000 0000
0000 0000 ALM First Financial Advisors Board Member 000 0000