Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners) Overview

  • Status
  • Private

  • Latest Deal Type
  • Joint Venture

  • Financing Rounds
  • 1

Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners) General Information

Description

Provider of wealth management, tax and insurance advisory services located in Southlake, Texas. The company engages in integrated tax and wealth planning, recruiting new advisors and driving growth organically and through acquisitions, thereby helping clients achieve their financial goals

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 530 East Southlake Boulevard
  • Suite 160
  • Southlake, TX
  • United States
Primary Industry
Other Financial Services
Corporate Office
  • 530 East Southlake Boulevard
  • Suite 160
  • Southlake, TX
  • United States

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Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners) Valuation & Funding

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

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Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners) Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners) FAQs

  • Where is Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners) headquartered?

    Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners) is headquartered in Southlake, TX.

  • What industry is Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners) in?

    Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners)’s primary industry is Other Financial Services.

  • Is Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners) a private or public company?

    Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners) is a Private company.

  • What is Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners)’s current revenue?

    The current revenue for Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners) is .

  • Who are Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners)’s investors?

    DeLong & Brower and Farpointe Wealth Partners have invested in Tax and Wealth Planning (DeLong & Brower / Farpointe Wealth Partners).

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