Lakeview Wealth Management
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Lakeview Wealth Management - overview
Location
-, IL, US
Primary Industry
Financial Services
About
Based in Illinois, US, and founded in 2003, Lakeview Wealth Management, operates as a provider of financial planning services that specializes in retirement planning, wealth management, education, estate planning, and insurance strategies. In July 2022, SageView Advisory Group, LLC, a portfolio company of Aquiline Capital Partners, agreed to acquire Lakeview Wealth Management. As of 2022, the company is led by Judy VanArsdale. The company offers various financial services that include portfolio management, retirement planning, education planning, estate planning, insurance strategies, wealth management expertise, financial management, and financial planning knowledge.
The company also provides various financial tools that include cash flow calculators, credit and debt calculators, home and mortgage calculators, retirement calculators, saving calculators, auto calculators, college calculators, insurance calculators, and investment calculators.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.lakeviewwm.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Lakeview 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 | Lakeview Wealth Management | - |
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