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.
Website
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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Request full access to PitchBookApexium Financial Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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Request full access to PitchBookApexium Financial Executive Team (2)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Matthew Marcello | Partner & Chief Investment Officer |
1 Former Executive
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