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RDM Financial Group

RDM Financial Group
1991 FOUNDED
M&A STATUS
11-20 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment advisory services. The company provides financing advisory, collective investment schemes, risk management services, asset management, money management and retirement planning.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 1555 Post Road East
  • Westport, CT 06880
  • United States

+1 (203) 000-0000

RDM Financial Group Valuation and Funding

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

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RDM Financial Group Executive Team (2)

Name Title Board
Seat
Contact
Info
Ron Weiner Chief Executive Officer, Founder, Partner, Managing Director & President
Jill Bodossian Chief Compliance Officer & Anti-Money Laundering Compliance Officer