Grimes & Company Overview

  • Year Founded
  • 1985

Year Founded

  • Status
  • Private

  • Latest Deal Type
  • Corporate

  • Financing Rounds
  • 1

Grimes & Company General Information

Description

Provider of financial planning and investment management services intended to help clients achieve their financial goals. The company provides personalized strategies, including retirement income planning, tax sensitivity and estate planning, thereby enabling clients to secure their financial future.

Contact Information

Website
www.grimesco.com
Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • Westborough Executive Park, One Technology Drive
  • Suite 100
  • Westborough, MA 01581
  • United States
+1 (508)
Primary Industry
Other Financial Services
Corporate Office
  • Westborough Executive Park, One Technology Drive
  • Suite 100
  • Westborough, MA 01581
  • United States
+1 (508)

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Grimes & Company Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Grimes & Company‘s full profile, request access.

Request a free trial

Grimes & Company Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial planning and investment management services intended to help clients achieve their financial goals
Other Financial Services
Westborough, MA

Fayetteville, AR
 

Waltham, MA
 
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Grimes & Company Competitors (4)

One of Grimes & Company’s 4 competitors is Cabana Asset Management, a Corporate Backed or Acquired company based in Fayetteville, AR.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Cabana Asset Management Corporate Backed or Acquired Fayetteville, AR
Argent Wealth Management Corporate Backed or Acquired Waltham, MA
Next Financial Group Formerly PE-Backed Houston, TX
Shufro Rose Corporation New York, NY
To view Grimes & Company’s complete competitors history, request access »

Grimes & Company Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Grimes & Company‘s full profile, request access.

Request a free trial

Grimes & Company FAQs

  • When was Grimes & Company founded?

    Grimes & Company was founded in 1985.

  • Where is Grimes & Company headquartered?

    Grimes & Company is headquartered in Westborough, MA.

  • What industry is Grimes & Company in?

    Grimes & Company’s primary industry is Other Financial Services.

  • Is Grimes & Company a private or public company?

    Grimes & Company is a Private company.

  • What is Grimes & Company’s current revenue?

    The current revenue for Grimes & Company is .

  • Who are Grimes & Company’s investors?

    Rise Growth Partners has invested in Grimes & Company.

  • Who are Grimes & Company’s competitors?

    Cabana Asset Management, Argent Wealth Management, Next Financial Group, and Shufro Rose are competitors of Grimes & Company.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »