Greenwood Investment Management Overview

  • Year Founded
  • 1992

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Greenwood Investment Management General Information

Description

Provider of investment management services. The company offers asset management, wealth management, corporate pension plans, retirement plans and other related services for individuals, businesses, estates and trusts.

Contact Information

Website
www.greenwoodinvestment.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 6430 South Quebec Street
  • Building 6
  • Centennial, CO 80111
  • United States
+1 (303)
Primary Industry
Other Financial Services
Other Industries
Asset Management
Acquirer
Curi RMB Capital
Corporate Office
  • 6430 South Quebec Street
  • Building 6
  • Centennial, CO 80111
  • United States
+1 (303)

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Greenwood Investment Management Valuation & Funding

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

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Greenwood Investment Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of investment management services. The company offers asset management, wealth management, corporate pension pl
Other Financial Services
Centennial, CO

Raleigh, NC
 

San Diego, CA
 
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Greenwood Investment Management Competitors (9)

One of Greenwood Investment Management’s 9 competitors is CAPTRUST Financial Advisors, a Private Equity-Backed company based in Raleigh, NC.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
CAPTRUST Financial Advisors Private Equity-Backed Raleigh, NC
Cetera Financial Group Private Equity-Backed San Diego, CA
FMR (United States) Private Debt Financed Boston, MA
Hightower Advisors Private Equity-Backed Chicago, IL
Hargreaves Lansdown Private Equity-Backed Bristol, United Kingdom
You’re viewing 5 of 9 competitors. Get the full list »

Greenwood Investment Management FAQs

  • When was Greenwood Investment Management founded?

    Greenwood Investment Management was founded in 1992.

  • Where is Greenwood Investment Management headquartered?

    Greenwood Investment Management is headquartered in Centennial, CO.

  • What industry is Greenwood Investment Management in?

    Greenwood Investment Management’s primary industry is Other Financial Services.

  • Is Greenwood Investment Management a private or public company?

    Greenwood Investment Management is a Private company.

  • What is the current valuation of Greenwood Investment Management?

    The current valuation of Greenwood Investment Management is .

  • What is Greenwood Investment Management’s current revenue?

    The current revenue for Greenwood Investment Management is .

  • Who are Greenwood Investment Management’s competitors?

    CAPTRUST Financial Advisors, Cetera Financial Group, FMR (United States), Hightower Advisors, and Hargreaves Lansdown are some of the 9 competitors of Greenwood Investment Management.

  • When was Greenwood Investment Management acquired?

    Greenwood Investment Management was acquired on 13-Sep-2016.

  • Who acquired Greenwood Investment Management?

    Greenwood Investment Management was acquired by Curi RMB Capital.

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