Enso Wealth Management, LLC
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Enso Wealth Management, LLC - overview
Established
2014
Location
Petaluma, CA, US
Primary Industry
Business Support Services
About
Based in California, US, and founded in 2014, by CEO and co-founder Jim DeCota, Enso Wealth Management, LLC operates as a financial advisory firm that provides financial planning and consulting and pension consulting services. In November 2022, Choreo, LLC, a portfolio company of Parthenon Capital, agreed to acquire Enso Wealth Management, LLC. The deal was completed in January 2023. Enso Wealth provides a wide range of financial advising services to individuals and professionals.
Enso Wealth offers individualized investment advice to clients utilizing its comprehensive portfolio management service that includes coordinating and overseeing accountants, brokers, attorneys, and other financial services. Additionally, the firm offers general investment advice to clients utilizing its financial planning & consulting and pension consulting services to mitigate the risk of adverse tax and maximize cash flow.
Current Investors
Choreo, LLC
Primary Industry
Business Support Services
Sub Industries
Consulting Services, Investment Banking
Website
www.ensowealth.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Enso 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 | Enso Wealth Management, LLC | - |
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