MainLine Private Wealth Overview

  • Year Founded
  • 2011

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

MainLine Private Wealth General Information

Description

Provider of personalized wealth management services intended to serve individuals, families and institutions. The company offers financial planning, advisory, analysis, reporting and wealth allocation services, thereby helping its customers to achieve their financial goals.

Contact Information

Website
www.mainlineprivatewealth.com
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 308 East Lancaster Avenue
  • Suite 300
  • Wynnewood, PA 19096
  • United States
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
CW Advisors
Corporate Office
  • 308 East Lancaster Avenue
  • Suite 300
  • Wynnewood, PA 19096
  • United States

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MainLine Private Wealth Valuation & Funding

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

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MainLine Private Wealth Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of personalized wealth management services intended to serve individuals, families and institutions. The compan
Asset Management
Wynnewood, PA

Harrisburg, PA

West Columbia, SC
 
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MainLine Private Wealth Competitors (3)

One of MainLine Private Wealth’s 3 competitors is Grandview Asset Management, a Private Debt Financed company based in Harrisburg, PA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Grandview Asset Management Private Debt Financed Harrisburg, PA
Prudeo Partners Private Equity-Backed West Columbia, SC
foundation wealth management llc Corporation Media, PA
You’re viewing 3 of 3 competitors. Get the full list »

MainLine Private Wealth FAQs

  • When was MainLine Private Wealth founded?

    MainLine Private Wealth was founded in 2011.

  • Where is MainLine Private Wealth headquartered?

    MainLine Private Wealth is headquartered in Wynnewood, PA.

  • What industry is MainLine Private Wealth in?

    MainLine Private Wealth’s primary industry is Asset Management.

  • Is MainLine Private Wealth a private or public company?

    MainLine Private Wealth is a Private company.

  • What is MainLine Private Wealth’s current revenue?

    The current revenue for MainLine Private Wealth is .

  • Who are MainLine Private Wealth’s competitors?

    Grandview Asset Management, Prudeo Partners, and foundation wealth management llc are competitors of MainLine Private Wealth.

  • When was MainLine Private Wealth acquired?

    MainLine Private Wealth was acquired on 28-Sep-2023.

  • Who acquired MainLine Private Wealth?

    MainLine Private Wealth was acquired by CW Advisors.

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