MAGIS Financial Partners Overview
- Year Founded
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1976
- Status
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Acquired/Merged
- Employees
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9
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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2
MAGIS Financial Partners General Information
Description
Provider of a financial planning and investment advisory firm intended to serve high net-worth individuals, corporations and businesses. The company offers financial planning services, retirement plan service, portfolio management and pension consulting services, helping clients achieve their financial objectives.
Contact Information
Website
www.magis.pro(Operating Subsidiary)
Corporate Office
- 460 East Swedesford Road
- Suite 2030
- Wayne, PA 19087
- United States
Corporate Office
- 460 East Swedesford Road
- Suite 2030
- Wayne, PA 19087
- United States
MAGIS Financial Partners Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
MAGIS Financial Partners Comparisons
Industry
Financing
Details
MAGIS Financial Partners Competitors (10)
One of MAGIS Financial Partners’s 10 competitors is Packerland Brokerage Services, a Corporation company based in Green Bay, WI.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Packerland Brokerage Services | Corporation | Green Bay, WI | ||||
| Kestra Financial | Private Equity-Backed | Austin, TX | ||||
| Billgrigat | Corporation | Ormond Beach, FL | ||||
| Burnham Benefits Insurance Services | Corporate Backed or Acquired | Irvine, CA | ||||
| The Gabor Agency | Corporation | Tallahassee, FL |
MAGIS Financial Partners Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
MAGIS Financial Partners Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
MAGIS Financial Partners FAQs
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When was MAGIS Financial Partners founded?
MAGIS Financial Partners was founded in 1976.
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Where is MAGIS Financial Partners headquartered?
MAGIS Financial Partners is headquartered in Wayne, PA.
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What is the size of MAGIS Financial Partners?
MAGIS Financial Partners has 9 total employees.
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What industry is MAGIS Financial Partners in?
MAGIS Financial Partners’s primary industry is Other Financial Services.
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Is MAGIS Financial Partners a private or public company?
MAGIS Financial Partners is a Private company.
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What is MAGIS Financial Partners’s current revenue?
The current revenue for MAGIS Financial Partners is .
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Who are MAGIS Financial Partners’s investors?
Ascensus and United Retirement Plan Consultants have invested in MAGIS Financial Partners.
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Who are MAGIS Financial Partners’s competitors?
Packerland Brokerage Services, Kestra Financial, Billgrigat, Burnham Benefits Insurance Services, and The Gabor Agency are some of the 10 competitors of MAGIS Financial Partners.
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When was MAGIS Financial Partners acquired?
MAGIS Financial Partners was acquired on 01-Mar-2021.
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Who acquired MAGIS Financial Partners?
MAGIS Financial Partners was acquired by Cetera Financial Group.
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