Capital Analysts
1968
FOUNDED
M&A
STATUS
201-300
EMPLOYEES
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Provider of turn-key wealth management services. The company provides a turn-key wealth management services platform through personalized service and advanced technology serving as a business partner to independent financial advisers who offer comprehensive wealth management to affluent clients.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Primary Office
- 303 Broadway
- Suite 1500
- Cincinnati, OH 45202
- United States
+1 (513) 000-0000
Capital Analysts Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
This information is reserved for PitchBook Platform users. To explore Capital Analysts‘s full profile, request access.
Request full access to PitchBookCapital Analysts Former Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
This information is reserved for PitchBook Platform users. To explore Capital Analysts‘s full profile, request access.
Request full access to PitchBookCapital Analysts Executive Team (2)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Steve Mayhew | Senior Vice President & Chief Investment Officer |
1 Former Executive
You’re viewing 1 of 2 executives. Get the full list »