Excel Private Wealth Overview

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

Excel Private Wealth General Information

Description

Provider of private wealth management services intended to conceive financial plans for individuals, affluent families, management companies and family trusts. The company's tax-effective investment solutions comprise mutual funds, scholarship plans and financial planning, thereby enabling clients to achieve low-cost and institutional-quality management for their assets.

Contact Information

Website
www.excelprivatewealth.com
Formerly Known As
Excel Investments
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 2851 King Ouest
  • Sherbrooke, Quebec J1L 1C6
  • Canada
Primary Industry
Asset Management
Other Industries
Brokerage
Acquirer
Quadrus Investment Services
Corporate Office
  • 2851 King Ouest
  • Sherbrooke, Quebec J1L 1C6
  • Canada

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Excel Private Wealth Valuation & Funding

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

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Excel Private Wealth Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Excel Private Wealth FAQs

  • Where is Excel Private Wealth headquartered?

    Excel Private Wealth is headquartered in Sherbrooke, Canada.

  • What industry is Excel Private Wealth in?

    Excel Private Wealth’s primary industry is Asset Management.

  • Is Excel Private Wealth a private or public company?

    Excel Private Wealth is a Private company.

  • What is Excel Private Wealth’s current revenue?

    The current revenue for Excel Private Wealth is 000000.

  • Who are Excel Private Wealth’s investors?

    Financial Horizons has invested in Excel Private Wealth.

  • When was Excel Private Wealth acquired?

    Excel Private Wealth was acquired on 01-Jan-2022.

  • Who acquired Excel Private Wealth?

    Excel Private Wealth was acquired by Quadrus Investment Services.

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