Kestra Private Wealth Services Overview
- Founded
- 2011
- Status
- Acquired/Merged
- Employees
- 11
- Latest Deal Type
- M&A
- Financing Rounds
- 2
- Investments
- 2
Kestra Private Wealth Services General Information
Description
Provider of private wealth advisory and consulting services intended for financial professionals. The company offers real estate management starting from sourcing and deposits to build-outs, equipment support for electronics, furniture and signage, compliance management as well as technical support through an integrated, multi-custodial platform and wealth management platform enhancements.
Contact Information
Website
www.washwm.com
Formerly Known As
Washington Wealth Management
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Acquirer
Primary Office
- 3570 Carmel Mountain Road
- Suite 150
- San Diego, CA 92130
- United States
Kestra Private Wealth Services Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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Request a free trialKestra Private Wealth Services Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %ile
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
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Request a free trialKestra Private Wealth Services Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
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Request a free trialKestra Private Wealth Services Acquisitions (2)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000000000 00 | 05-Dec-2012 | 0000000000 | Other Financial Services | ||
| Overlake Partners | 05-Dec-2012 | Merger/Acquisition | Consulting Services (B2B) | 000000 00 |
Kestra Private Wealth Services Subsidiaries (2)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Overlake Partners | Consulting Services (B2B) | Bellevue, WA | |
| 0000000000 000000 | Other Financial Services | San Diego, CA |