Monarch Business & Wealth Management Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 19

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 4

Monarch Business & Wealth Management General Information

Description

Provider of financial and business management services for professional athletes, internationally acclaimed entertainers and high net worth families. The company's services include wealth planning, tax advisory, business planning and advisory, insurance, risk management and estate planning, enabling clients to meet their financial goals.

Contact Information

Website
www.monarchbw.com
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Corporate Office
  • 209 East 31st Street
  • New York, NY 10016
  • United States
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
MAI Capital Management
Vertical(s)
Industrials
Corporate Office
  • 209 East 31st Street
  • New York, NY 10016
  • United States

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Monarch Business & Wealth Management Valuation & Funding

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

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Monarch Business & Wealth Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Monarch Business & Wealth Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Monarch Business & Wealth Management FAQs

  • When was Monarch Business & Wealth Management founded?

    Monarch Business & Wealth Management was founded in 2008.

  • Where is Monarch Business & Wealth Management headquartered?

    Monarch Business & Wealth Management is headquartered in New York, NY.

  • What is the size of Monarch Business & Wealth Management?

    Monarch Business & Wealth Management has 19 total employees.

  • What industry is Monarch Business & Wealth Management in?

    Monarch Business & Wealth Management’s primary industry is Asset Management.

  • Is Monarch Business & Wealth Management a private or public company?

    Monarch Business & Wealth Management is a Private company.

  • What is Monarch Business & Wealth Management’s current revenue?

    The current revenue for Monarch Business & Wealth Management is .

  • Who are Monarch Business & Wealth Management’s investors?

    Asset Alliance Advisors has invested in Monarch Business & Wealth Management.

  • When was Monarch Business & Wealth Management acquired?

    Monarch Business & Wealth Management was acquired on 17-Dec-2021.

  • Who acquired Monarch Business & Wealth Management?

    Monarch Business & Wealth Management was acquired by MAI Capital Management.

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