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MAGIS Financial Partners

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Year established

1976

Location

Horsham PA US

Primary Industry

Financial Services

About

Based in Pennsylvania, US, and founded in 1976 by Steven Zimmerman, MAGIS Financial Partners provides financial planning, portfolio management, and pension consulting services. MAGIS Financial Partners currently supporting over USD 490 million in assets under management and operating a separate RIA that will transition to Cetera. The company serves approximately 350 households. In 2021, Cetera Financial Group, Inc. acquired MAGIS Financial Partners from Ascensus Group, LLC. MAGIS Financial Partners assists their clients with their financial strategy by providing financial planning, pension consulting services, and portfolio management. As part of the acquisition in March 2021, MAGIS Financial Partners will now become a Cetera-owned group leveraging the Cetera platform for a portion of its business. The company offers Cetera Research through Cetera Investment Management LLC that provides tools, resources, and insights to financial advisors and clients in order to deliver investment advice.
Current Investors
Cetera Financial Group, Inc.

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Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking, Personal Insurance
Website
www.magis.pro
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)
Completed MAGIS Financial Partners 01 Mar 2021
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