Sovereign Wealth Management (Financial Services) Overview

  • Founded

  • 1998

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
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Other Financial Services
Acquirer
United Capital Financial Partners
Primary 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

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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