Echo Wealth Management, LLC
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Echo Wealth Management, LLC - overview
Established
2015
Location
-, Minnesota, US
Primary Industry
Financial Services
About
Founded in 2015 and based in Minnesota, US, Echo Wealth Management, LLC operates as a provider of wealth management, financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning services for individuals, families, and business professionals.
Current Investors
Cerity Partners LLC
Primary Industry
Financial Services
Sub Industries
Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Echo 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 | Echo Wealth Management, LLC | - |
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