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Plimoth Investment Advisors

Plimoth Investment Advisors?uq=UG6efJS6
PRIVATE STATUS
11-20 EMPLOYEES
2ndary - Private LATEST DEAL TYPE
1 FINANCING ROUNDS
1 INVESTMENTS
Description

Provider of portfolio investment advisory service. The company operates within the industries of other financial services, asset management and other capital markets. It also provides portfolio management advisory with facilities of Bill payment services, automated income payouts and electronic transfer of funds from investment accounts to any banking institution's savings and/or checking accounts.

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Other Capital Markets/Institutions
Asset Management
Primary Office
  • 38 Resniki Road
  • Plymouth, MA 02360
  • United States

+1 (508) 000-0000

Plimoth Investment Advisors Valuation and Funding

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

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Plimoth Investment Advisors Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00 000000000 (0000 21-Mar-2017 000000000000000000 Asset Management 000000 00000
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Plimoth Investment Advisors Investors

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

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Plimoth Investment Advisors Executive Team (2)

Name Title Board
Seat
Contact
Info
George Oliveira President & Chief Executive Officer
Steven Russo Chartered Financial Analyst, Executive Vice President & Senior Investment Manager