Integrated Wealth Management
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Integrated Wealth Management - overview
Established
2001
Location
Scottsdale, AZ, US
Primary Industry
Financial Services
About
Founded in 2001 and based in Arizona, US, Integrated Wealth Management operates as a financial advisory and wealth management firm that provides investment, planning, and insurance solutions through a long‑term, relationship‑focused advisory model. Carson Group, a portfolio company of Bain Capital, fully acquired Integrated Wealth Management. Financial terms were not disclosed. The acquisition will enable the company to expand its partner offices.
Primary Industry
Financial Services
Sub Industries
Financial Services
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Integrated 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 | Announced | Integrated Wealth Management | - |
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