EP Wealth Management (Dundee) Overview
- Year Founded
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1994
- Status
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Acquired/Merged
- Employees
-
1
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
EP Wealth Management (Dundee) General Information
Description
Provider of financial planning and wealth management services catering to personal and business needs. The company offers insurance, pensions, investments, mortgages, and estate planning, thereby enabling them to make informed financial decisions.
Contact Information
Website
www.epwealthmanagement.com(Operating Subsidiary)
Corporate Office
- 53 Forthill Road, Broughty Ferry
- Dundee DD5 3DQ
- Scotland, United Kingdom
Corporate Office
- 53 Forthill Road, Broughty Ferry
- Dundee DD5 3DQ
- Scotland, United Kingdom
EP Wealth Management (Dundee) Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
EP Wealth Management (Dundee) Signals
EP Wealth Management (Dundee) FAQs
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When was EP Wealth Management (Dundee) founded?
EP Wealth Management (Dundee) was founded in 1994.
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Where is EP Wealth Management (Dundee) headquartered?
EP Wealth Management (Dundee) is headquartered in Dundee, United Kingdom.
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What is the size of EP Wealth Management (Dundee)?
EP Wealth Management (Dundee) has 1 total employees.
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What industry is EP Wealth Management (Dundee) in?
EP Wealth Management (Dundee)’s primary industry is Other Financial Services.
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Is EP Wealth Management (Dundee) a private or public company?
EP Wealth Management (Dundee) is a Private company.
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What is EP Wealth Management (Dundee)’s current revenue?
The current revenue for EP Wealth Management (Dundee) is .
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When was EP Wealth Management (Dundee) acquired?
EP Wealth Management (Dundee) was acquired on 08-Jul-2025.
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Who acquired EP Wealth Management (Dundee)?
EP Wealth Management (Dundee) was acquired by Finli.
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