Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

GFS Private Wealth

GFS Private Wealth
2012 FOUNDED
M&A STATUS
1-10 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management services intended to align financial decisions with goals. The company offers a wide array of services, including investment management, financial planning, family office services, retirement benefits and distribution planning, estate planning and tax management services, enabling affluent individuals and their families to sustain and grow long-term wealth.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 2475 Enterprise Road
  • Clearwater, FL 33763
  • United States

+1 (727) 000-0000

GFS Private Wealth Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore GFS Private Wealth‘s full profile, request access.

Request full access to PitchBook

GFS Private Wealth Executive Team (2)

Name Title Board
Seat
Contact
Info
Greg Willsey Co-Founder, Principal & Managing Partner
Sandra Nesbit Co-Founder, Principal & Managing Partner