Compass Wealth Management, LLC
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Compass Wealth Management, LLC - overview
Established
2011
Location
Atlanta, GA, US
Primary Industry
Financial Services
About
Founded in 2011 and based in Georgia, US, Compass Wealth Management, LLC operates as a provider of wealth management, investment advisory, financial planning, retirement planning, estate planning, charitable giving planning, education planning, and risk management services for individuals, business owners, corporate executives, and retirees.
Current Investors
Cerity Partners LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Compass Wealth Management, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Compass Wealth Management, LLC | - |
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