Ferrell Wealth Management, Inc.
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Ferrell Wealth Management, Inc. - overview
Established
1996
Location
Winter Park, FL, US
Primary Industry
Financial Services
About
Founded in 1996 and based in Florida, US, Ferrell Wealth Management, Inc. operates as a wealth management firm that provides various services including income and expense projections and net worth projections, asset allocation plans preparation, investment policy statement development, portfolio management, exchange-traded funds and separate account managers, and reporting and performance evaluation.
Current Investors
Beacon Pointe Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Consumer Finance
Website
www.ferrellwm.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Ferrell Wealth Management, Inc. - 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 | Ferrell Wealth Management, Inc. | - |
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Ferrell Wealth Management, Inc. - employee data
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