Description
Provider of wealth management services. The company provides affluent clients with a range of personalized wealth management services, including investment management, estate settlement and multigenerational wealth transfer.
Contact Information
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Name | Title | Board Seat | Contact Info |
---|---|---|---|
John Oglesby | Co-Founding Principal | ||
John Viani | Co-Founding Principal | ||
Phillip Larkins | Co-Founding Principal |