Sigma Wealth Strategies Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 2

Sigma Wealth Strategies General Information

Description

Provider of wealth management and advisory services based in West Byfleet, United Kingdom. The company's wealth management programs are formed through an ongoing structured review process where it meets its clients regularly and continuously monitor their portfolio to ensure things remain on track to achieve their objectives.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • The Stables
  • Parvis Road
  • West Byfleet KT14 6EY
  • England, United Kingdom
Primary Industry
Asset Management
Vertical(s)
Corporate Office
  • The Stables
  • Parvis Road
  • West Byfleet KT14 6EY
  • England, United Kingdom

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Sigma Wealth Strategies Valuation & Funding

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

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Sigma Wealth Strategies Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Sigma Wealth Strategies FAQs

  • When was Sigma Wealth Strategies founded?

    Sigma Wealth Strategies was founded in 1997.

  • Where is Sigma Wealth Strategies headquartered?

    Sigma Wealth Strategies is headquartered in West Byfleet, United Kingdom.

  • What industry is Sigma Wealth Strategies in?

    Sigma Wealth Strategies’s primary industry is Asset Management.

  • Is Sigma Wealth Strategies a private or public company?

    Sigma Wealth Strategies is a Private company.

  • What is the current valuation of Sigma Wealth Strategies?

    The current valuation of Sigma Wealth Strategies is .

  • What is Sigma Wealth Strategies’s current revenue?

    The current revenue for Sigma Wealth Strategies is .

  • Who are Sigma Wealth Strategies’s investors?

    Succession Wealth has invested in Sigma Wealth Strategies.

  • When was Sigma Wealth Strategies acquired?

    Sigma Wealth Strategies was acquired on 17-May-2019.

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