Lakeview Wealth Management Asset Profile

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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

Deals

Deals Type
Add-on

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)
Announced	Lakeview Wealth Management	01 Jul 2022

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