Lakeside Wealth Management Overview
- Year Founded
-
2002
- Status
-
Acquired/Merged
- Employees
-
27
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
- Investments
-
2
Lakeside Wealth Management General Information
Description
Provider of investment advisory services based in Chesterton, Indiana. The company offers retirement plan design, investment management, retirement goal setting, and legacy planning for wealth management clients which eliminate financial chaos for the clients.
Contact Information
Website
www.lakesidewealth.comCorporate Office
- 3100 Village Point
- Suite 200
- Chesterton, IN 46304
- United States
Corporate Office
- 3100 Village Point
- Suite 200
- Chesterton, IN 46304
- United States
Lakeside Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Lakeside Wealth Management Comparisons
Industry
Financing
Details
Lakeside Wealth Management Competitors (3)
One of Lakeside Wealth Management’s 3 competitors is Willis Towers Watson, a Formerly PE-Backed company based in London, United Kingdom.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Willis Towers Watson | Formerly PE-Backed | London, United Kingdom | ||||
| Baker Street Advisors | Corporate Backed or Acquired | San Francisco, CA | ||||
| Milliman | Corporation | Seattle, WA |
Lakeside Wealth Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Lakeside Wealth Management Investments (2)
Lakeside Wealth Management’s most recent deal was a Early Stage VC with fulfin for . The deal was made on 06-Jul-2022.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| fulfin | 06-Jul-2022 | Early Stage VC | Specialized Finance | ||
| fulfin | 31-Aug-2019 | Seed Round | Specialized Finance |
Lakeside Wealth Management FAQs
-
When was Lakeside Wealth Management founded?
Lakeside Wealth Management was founded in 2002.
-
Where is Lakeside Wealth Management headquartered?
Lakeside Wealth Management is headquartered in Chesterton, IN.
-
What is the size of Lakeside Wealth Management?
Lakeside Wealth Management has 27 total employees.
-
What industry is Lakeside Wealth Management in?
Lakeside Wealth Management’s primary industry is Consulting Services (B2B).
-
Is Lakeside Wealth Management a private or public company?
Lakeside Wealth Management is a Private company.
-
What is Lakeside Wealth Management’s current revenue?
The current revenue for Lakeside Wealth Management is .
-
Who are Lakeside Wealth Management’s competitors?
Willis Towers Watson, Baker Street Advisors, and Milliman are competitors of Lakeside Wealth Management.
-
When was Lakeside Wealth Management acquired?
Lakeside Wealth Management was acquired on 10-Jun-2020.
-
Who acquired Lakeside Wealth Management?
Lakeside Wealth Management was acquired by CAPTRUST Financial Advisors.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
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
