West Financial Services Overview

  • Year Founded
  • 1982

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 40

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

West Financial Services General Information

Description

Provider of financial planning and investment management services intended to protect clients' wealth and prosperity. The company's offerings include financial planning, wealth management, business consulting, retirement planning and asset management, enabling clients to reach their financial goals.

Contact Information

Website
www.westfinancial.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 2010 Corporate Ridge Road
  • Suite 530
  • McLean, VA 22102
  • United States
+1 (703)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Consulting Services (B2B)
Parent Company
Sandy Spring Bancorp
Corporate Office
  • 2010 Corporate Ridge Road
  • Suite 530
  • McLean, VA 22102
  • United States
+1 (703)

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

West Financial Services Valuation & Funding

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

This information is available in the PitchBook Platform. To explore West Financial Services‘s full profile, request access.

Request a free trial

West Financial Services Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

West Financial Services FAQs

  • When was West Financial Services founded?

    West Financial Services was founded in 1982.

  • Where is West Financial Services headquartered?

    West Financial Services is headquartered in McLean, VA.

  • What is the size of West Financial Services?

    West Financial Services has 40 total employees.

  • What industry is West Financial Services in?

    West Financial Services’s primary industry is Asset Management.

  • Is West Financial Services a private or public company?

    West Financial Services is a Private company.

  • What is West Financial Services’s current revenue?

    The current revenue for West Financial Services is .

  • When was West Financial Services acquired?

    West Financial Services was acquired on 14-Oct-2005.

  • Who acquired West Financial Services?

    West Financial Services was acquired by Sandy Spring Bancorp.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »