Bell Wealth Management Overview

  • Founded
  • 1997
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Bell Wealth Management General Information

Description

Provider of wealth management service. The company takes a disciplined, academic approach to investment management which helps to avoid behavioral and environmental challenges, enabling high net worth individuals and multi-generational families to protect, grow and steward their financial resources.

Contact Information

Website
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Capital Markets/Institutions
Acquirer
Primary Office
  • 2901 Bee Cave Road
  • Suite F
  • Austin, TX 78746
  • United States
+1 (512) 000-0000
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Bell Wealth Management Valuation & Funding

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

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Bell Wealth Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of wealth management service. The company takes a disciplined, academic approach to investment management which
Asset Management
Austin, TX
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Northbrook, IL
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Austin, TX
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Bell Wealth Management Competitors (7)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sheridan Road Financial Private Equity-Backed Northbrook, IL 00 000000000000
00000000 000000 00 Corporate Backed or Acquired Austin, TX 000000&0
00000000 00000 & 0 Corporation Norfolk, VA 00 0000000 0000
00000 000000 00000 Corporate Backed or Acquired San Francisco, CA 00 000000&0
00000000 000000000 Formerly PE-Backed Tarrytown, NY 00 000000&0
You’re viewing 5 of 7 competitors. Get the full list »

Bell Wealth Management Executive Team (1)

Name Title Board Seat Contact Info
Colin Bell President
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