Mintz Levin Financial Advisors Overview
- Founded
- 1998

- Status
- Acquired/Merged
- Latest Deal Type
- Buyout/LBO
- Financing Rounds
- 1
- Investments
- 1
Mintz Levin Financial Advisors General Information
Description
Provider of personal financial planning and investment advisory services. The company offers retirement and estate planning, education funding, investment planning, cash/debt management, tax counseling, stock option planning, risk management, special needs funding and investment advisory services to individuals and families.
Contact Information
Website
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Primary Office
- One Financial Center
- Boston, MA 02111
- United States
+1 (617) 000-0000
Mintz Levin Financial Advisors Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
This information is available in the PitchBook Platform. To explore Mintz Levin Financial Advisors‘s full profile, request access.
Request a free trialMintz Levin Financial Advisors Executive Team (3)
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Matthew Galica JD | Technology Specialist, IP Litigation | ||
Cary Geller | Co-Founder & Executive Vice President |
Mintz Levin Financial Advisors Former Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
This information is available in the PitchBook Platform. To explore Mintz Levin Financial Advisors‘s full profile, request access.
Request a free trialMintz Levin Financial Advisors Investments (1)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
0000000 | 06-Dec-2005 | 00000 00000 00 | 000.00 | Drug Discovery |
Mintz Levin Financial Advisors Exits (1)
Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
---|---|---|---|---|---|
0000000 | 06-Dec-2005 | 00000 00000 00 | 000.00 | Completed |
|