Thompson Wealth Management (Concord) Overview

  • Year Founded
  • 1991

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 12

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Thompson Wealth Management (Concord) General Information

Description

Operator of a financial advisory firm intended to serve entrepreneurs, executives and professionals. The company offers financial planning, investment management and family-office style services based on individual planning needs and financial strategies, thereby helping clients to adopt a sound, intelligent framework for making financial decisions while staying on track towards their individual goals.

Contact Information

Website
www.twmltd.com
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Corporate Office
  • 30 Monument Square
  • Suite 101
  • Concord, MA 01742
  • United States
Primary Industry
Other Financial Services
Acquirer
Lexington Wealth Management
Corporate Office
  • 30 Monument Square
  • Suite 101
  • Concord, MA 01742
  • United States

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Thompson Wealth Management (Concord) Valuation & Funding

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

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Thompson Wealth Management (Concord) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of a financial advisory firm intended to serve entrepreneurs, executives and professionals. The company offers
Other Financial Services
Concord, MA
12 As of 2021

San Diego, CA

Greensboro, NC
 
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Thompson Wealth Management (Concord) Competitors (9)

One of Thompson Wealth Management (Concord)’s 9 competitors is San Diego Wealth Management, a Corporation company based in San Diego, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
San Diego Wealth Management Corporation San Diego, CA
Compass Financial Partners Corporate Backed or Acquired Greensboro, NC
Clearstead Advisors Private Equity-Backed Cleveland, OH
Aegis Financial Private Equity-Backed Denver, CO
Channel Islands Law Group Private Equity-Backed Ventura, CA
You’re viewing 5 of 9 competitors. Get the full list »

Thompson Wealth Management (Concord) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Thompson Wealth Management (Concord) FAQs

  • When was Thompson Wealth Management (Concord) founded?

    Thompson Wealth Management (Concord) was founded in 1991.

  • Where is Thompson Wealth Management (Concord) headquartered?

    Thompson Wealth Management (Concord) is headquartered in Concord, MA.

  • What is the size of Thompson Wealth Management (Concord)?

    Thompson Wealth Management (Concord) has 12 total employees.

  • What industry is Thompson Wealth Management (Concord) in?

    Thompson Wealth Management (Concord)’s primary industry is Other Financial Services.

  • Is Thompson Wealth Management (Concord) a private or public company?

    Thompson Wealth Management (Concord) is a Private company.

  • What is Thompson Wealth Management (Concord)’s current revenue?

    The current revenue for Thompson Wealth Management (Concord) is .

  • Who are Thompson Wealth Management (Concord)’s competitors?

    San Diego Wealth Management, Compass Financial Partners, Clearstead Advisors, Aegis Financial, and Channel Islands Law Group are some of the 9 competitors of Thompson Wealth Management (Concord).

  • When was Thompson Wealth Management (Concord) acquired?

    Thompson Wealth Management (Concord) was acquired on 02-Dec-2021.

  • Who acquired Thompson Wealth Management (Concord)?

    Thompson Wealth Management (Concord) was acquired by Lexington Wealth Management.

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