Investor Solutions Inc.
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Investor Solutions Inc. - overview
Established
1993
Location
Miami, FL, US
Primary Industry
Financial Services
About
Based in Florida, US and founded in 1993, Investor Solutions Inc. is an independent registered investment advisor(RIA) firm that serves clients in the US. The company is currently led by CEO and Founder Frank Armstrong and collectively oversees USD 1. 1 billion in total client assets.
In August 2021, Wealth Enhancement Group, LLC acquired Investor Solutions Inc. The firm offers wealth management solutions such as retirement income, estate and financial planning, investment management, tax preparation and planning, socially responsible and sustainability investments, and legacy planning. Investor Solutions Inc. also offers retirement planning and fiduciary services.
Primary Industry
Financial Services
Sub Industries
Investment Banking, Accounting Services
Website
www.investorsolutions.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Investor Solutions 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 | Investor Solutions Inc. | - |
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