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Apexium Financial

Apexium Financial
2016 FOUNDED
PRIVATE STATUS
Joint Venture LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial advisory services. The company provides personal financial planning, investment management, wealth preservation and retirement benefits consultancy services.

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • 529 5th Avenue
  • New York, NY 10017
  • United States

+1 (212) 000-0000

Apexium Financial Valuation and Funding

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

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Apexium Financial Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Apexium Financial Executive Team (2)

Name Title Board
Seat
Contact
Info
Matthew Marcello Partner & Chief Investment Officer

1 Former Executive

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