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The Enrichment Group

The Enrichment Group?uq=3Oe4kK1Z
1987 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment advisory and financial planning services. The company consists of financial professionals, who help clients in evaluating money and provide them with wealth and monetary planning services.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Parent Company
Pinnacle Advisory Group
Primary Office
  • 7355 Southwest 87th Avenue
  • Suite 300
  • Miami, FL 33173
  • United States

+1 (305) 000-0000

The Enrichment Group Valuation and Funding

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

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The Enrichment Group Executive Team (3)

Name Title Board
Seat
Contact
Info
Kathleen Day Senior Planner, Chief Executive Officer & Founder
Pat Day Vice President & Senior Equity Partner
May Cheung Wealth Manager & Chief Financial Planner