Provider of financial advisory services. The company provides personal financial planning, investment management, wealth preservation and retirement benefits consultancy services.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Title | Board Seat | Contact Info |
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Matthew Marcello | Partner & Chief Investment Officer |
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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Request a free trial