Goldfinch Wealth Management
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Goldfinch Wealth Management - overview
Established
2021
Location
Greenville, SC, US
Primary Industry
Financial Services
About
Based in California, US, and founded in 2021, Goldfinch Wealth Management operates as a financial services company that offers various financial planning services such as wealth management for individuals and businesses. In March 2023, Mariner Wealth Advisors, LLC, a portfolio company of Leonard Green & Partners, acquired Goldfinch Wealth Management. The firm offers wealth management services and personal solutions to both individuals and business owners, designed. For individuals, Goldfinch’s services span tax, estate, retirement and legacy planning, asset management, and trust services.
For organizations, it offers fiduciary management and oversight, investment advisory, plan design, vendor search, and participant services.
Current Investors
Mariner Wealth Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Financial Services
Website
www.goldfinchwealth.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Goldfinch Wealth Management - 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 | Goldfinch Wealth Management | - |
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