Flagship Wealth Management Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Flagship Wealth Management General Information

Description

Provider of wealth management services intended to empower clients to make informed financial decisions and achieve financial independence. The company offers retirement planning, portfolio management, insurance products, estate planning, education funding, and tax strategies, enabling individuals and families to navigate everyday economic decisions through personalized coaching and data-driven customized planning.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • Hingham 25 Recreation Park Drive
  • Suite 106
  • Hingham, MA 02043
  • United States
Primary Industry
Asset Management
Acquirer
Trilogy Financial Services
Corporate Office
  • Hingham 25 Recreation Park Drive
  • Suite 106
  • Hingham, MA 02043
  • United States

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Flagship Wealth Management Valuation & Funding

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

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Flagship Wealth Management FAQs

  • When was Flagship Wealth Management founded?

    Flagship Wealth Management was founded in 2008.

  • Where is Flagship Wealth Management headquartered?

    Flagship Wealth Management is headquartered in Hingham, MA.

  • What industry is Flagship Wealth Management in?

    Flagship Wealth Management’s primary industry is Asset Management.

  • Is Flagship Wealth Management a private or public company?

    Flagship Wealth Management is a Private company.

  • What is Flagship Wealth Management’s current revenue?

    The current revenue for Flagship Wealth Management is .

  • When was Flagship Wealth Management acquired?

    Flagship Wealth Management was acquired on 01-Feb-2024.

  • Who acquired Flagship Wealth Management?

    Flagship Wealth Management was acquired by Trilogy Financial Services.

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