WhiteRock Wealth Management Overview

  • Year Founded
  • 1981

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

WhiteRock Wealth Management General Information

Description

Provider of personalized investment strategies intended to serve affluent individuals and families. The company offers disciplined investment management, tax and estate planning, and retirement services, enabling clients to accumulate wealth, preserve capital, and build a lasting legacy.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 8350 North Central Expressway
  • Suite 925
  • Dallas, TX 75206
  • United States
Primary Industry
Other Financial Services
Corporate Office
  • 8350 North Central Expressway
  • Suite 925
  • Dallas, TX 75206
  • United States

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WhiteRock Wealth Management Valuation & Funding

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

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WhiteRock Wealth Management FAQs

  • When was WhiteRock Wealth Management founded?

    WhiteRock Wealth Management was founded in 1981.

  • Where is WhiteRock Wealth Management headquartered?

    WhiteRock Wealth Management is headquartered in Dallas, TX.

  • What industry is WhiteRock Wealth Management in?

    WhiteRock Wealth Management’s primary industry is Other Financial Services.

  • Is WhiteRock Wealth Management a private or public company?

    WhiteRock Wealth Management is a Private company.

  • What is WhiteRock Wealth Management’s current revenue?

    The current revenue for WhiteRock Wealth Management is .

  • When was WhiteRock Wealth Management acquired?

    WhiteRock Wealth Management was acquired on 30-Nov-2024.

  • Who acquired WhiteRock Wealth Management?

    WhiteRock Wealth Management was acquired by Beacon Pointe Advisors.

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