Sovereign Wealth Management (Financial Services) Overview

  • Year Founded
  • 1998

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 14

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Sovereign Wealth Management (Financial Services) General Information

Description

Provider of financial advisory and investment services. The company provides various wealth management services like investment policy construction, portfolio management, financial planning and ancillary services like consolidated financial reporting and bill payment.

Contact Information

Website
www.sovereignwealth.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 999 South Shady Grove Road
  • Memphis, TN 38120
  • United States
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Other Financial Services
Acquirer
Goldman Sachs Personal Financial Management
Vertical(s)
Industrials
Corporate Office
  • 999 South Shady Grove Road
  • Memphis, TN 38120
  • United States

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Sovereign Wealth Management (Financial Services) Valuation & Funding

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

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Sovereign Wealth Management (Financial Services) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Sovereign Wealth Management (Financial Services) FAQs

  • When was Sovereign Wealth Management (Financial Services) founded?

    Sovereign Wealth Management (Financial Services) was founded in 1998.

  • Who is the founder of Sovereign Wealth Management (Financial Services)?

    B. Lane Carrick Ph.D is the founder of Sovereign Wealth Management (Financial Services).

  • Where is Sovereign Wealth Management (Financial Services) headquartered?

    Sovereign Wealth Management (Financial Services) is headquartered in Memphis, TN.

  • What is the size of Sovereign Wealth Management (Financial Services)?

    Sovereign Wealth Management (Financial Services) has 14 total employees.

  • What industry is Sovereign Wealth Management (Financial Services) in?

    Sovereign Wealth Management (Financial Services)’s primary industry is Consulting Services (B2B).

  • Is Sovereign Wealth Management (Financial Services) a private or public company?

    Sovereign Wealth Management (Financial Services) is a Private company.

  • What is Sovereign Wealth Management (Financial Services)’s current revenue?

    The current revenue for Sovereign Wealth Management (Financial Services) is 000000.

  • When was Sovereign Wealth Management (Financial Services) acquired?

    Sovereign Wealth Management (Financial Services) was acquired on 01-Jan-2006.

  • Who acquired Sovereign Wealth Management (Financial Services)?

    Sovereign Wealth Management (Financial Services) was acquired by Goldman Sachs Personal Financial Management.

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