Description
Provider of financial services. The company's services are engaged in wealth management services, enabling clients to get access to quality advice on financial planning, investment portfolio management and a number of aggregated financial services.
Contact Information
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Name | Title | Board Seat | Contact Info |
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David Cassidy | Managing Director |
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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