Provider of wealth management services to financial institutions and high net worth individuals. The company offers a wide range of investment plans including mutual funds, equity, bond, money market, and fixed rate accounts giving exposure to international economies and confidentiality.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Title | Board Seat | Contact Info |
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Mark Feuer | Co-Founder & Chief Executive Officer |
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
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000000000 00000 | 31-Dec-2015 | 000000000000000000 | Consulting Services (B2B) | 0000 00000 |
Company Name | Industry | Location | Founded |
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000000000 00000 | Consulting Services (B2B) | Hamilton, Bermuda | 0000 |