Plan B Group Holdings Overview

  • Year Founded
  • 1986

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 3

Plan B Group Holdings General Information

Description

Provider of wealth management and advisory services. The company's wealth management and advisory services include executive advisory services, trustee services, superannuation & insurance, estate planning services and fund management, enabling customers to get quality wealth management services and get better returns.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Capital Markets/Institutions
Other Industries
Other Financial Services
Corporate Office
  • PO Box 7008
  • Cloisters Square
  • Perth, Western Australia 6850
  • Australia

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Plan B Group Holdings Valuation & Funding

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

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Plan B Group Holdings Investments & Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Strategic Financial Management 03-Aug-2010 000000000 Consulting Services (B2B) 00000 000
Aspire Finance 02-Jul-2009 0000000000 000.00 Brokerage 00000 000
Strategic Financial Management 26-Feb-2009 Merger/Acquisition Consulting Services (B2B) 00000 000
To view Plan B Group Holdings’s complete investments and acquisitions history, request access »

Plan B Group Holdings Subsidiaries (1)

Company Name Industry Location Founded
Strategic Financial Management Consulting Services (B2B) Glenferrie, Australia 0000
To view Plan B Group Holdings’s complete subsidiaries history, request access »

Plan B Group Holdings FAQs

  • When was Plan B Group Holdings founded?

    Plan B Group Holdings was founded in 1986.

  • Where is Plan B Group Holdings headquartered?

    Plan B Group Holdings is headquartered in Perth, Australia.

  • What industry is Plan B Group Holdings in?

    Plan B Group Holdings’s primary industry is Other Capital Markets/Institutions.

  • Is Plan B Group Holdings a private or public company?

    Plan B Group Holdings is a Private company.

  • What is Plan B Group Holdings’s current revenue?

    The current revenue for Plan B Group Holdings is 000000.

  • How much funding has Plan B Group Holdings raised over time?

    Plan B Group Holdings has raised $25.5M.

  • When was Plan B Group Holdings acquired?

    Plan B Group Holdings was acquired on 01-Oct-2012.

  • Who acquired Plan B Group Holdings?

    Plan B Group Holdings was acquired by Insignia Financial.

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