Heartwood Wealth Advisors, LLC
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Heartwood Wealth Advisors, LLC - overview
Established
2013
Location
-, Virginia, US
Primary Industry
Financial Services
About
Founded in 2013 and based in Virginia, US, Heartwood Wealth Advisors, LLC operates as a provider of wealth management, investment management, financial planning, tax planning and preparation, trust and estate advisory, credit and lending solutions, insurance advisory, philanthropic strategy, business advisory, family governance, and family office services.
Current Investors
Waverly Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Heartwood Wealth Advisors, 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 | Heartwood Wealth Advisors, LLC | - |
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