Financial Management Concepts, Inc.
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Financial Management Concepts, Inc. - overview
Established
1991
Location
-, FL, US
Primary Industry
Financial Services
About
Based in Florida, US, and founded in 1991 by its President, Brian Fricke, Financial Management Concepts, Inc. , operates as a wealth management company that offers financial and retirement planning solutions. In March 2022, Wealth Enhancement Group, LLC, a portfolio company of Onex and TA Associates, acquired Financial Management Concepts, Inc. The company offers various financial services that include portfolio analysis, investment management, nest egg stress test ®, net worth reviews, insurance reviews, insurance shopping, mortgage review assistance, major purchase assistance, and healthcare planning.
The company also provides retirement financial solutions like retirement roadmap®, estate planning, and many more. The company generates revenue by charging a percentage of investable assets on a yearly basis that varies as follows: for an investment of USD 1 million (1. 20%), for an investment of USD 2 million (0. 95%), for an investment of USD 3 million (0.
86%), for USD 4 million and more (0. 70%). Following the March 2022 acquisition, the company plans to maintain its ideology, achieve its growth goals, and define its own success.
Primary Industry
Financial Services
Sub Industries
Brokerages, Investment Banking
Website
www.incredibleretirement.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Financial Management Concepts, 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 | Announced | Financial Management Concepts, Inc. | - |
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