Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Cambridge Financial Services

Cambridge Financial Services
1983 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment advisory services. The company specializes in providing investment advisory services predominantly on institutional qualified and non-qualified retirement plans, foundations, endowments, insurance captives and cash management programs.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • 83 Mason Street
  • Greenwich, CT 06830
  • United States

+1 (203) 000-0000

Cambridge Financial Services Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Cambridge Financial Services‘s full profile, request access.

Request full access to PitchBook

Cambridge Financial Services Executive Team (2)

Name Title Board
Seat
Contact
Info
Nicholas Jalowski Founder & Managing Director

1 Former Executive

You’re viewing 1 of 2 executives. Get the full list »