OPT Wealth Management
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OPT Wealth Management - overview
Location
Lisle, IL, US
Primary Industry
Financial Services
About
Based in Illinois, US, OPT Wealth Management provides financial planning, investment management, tax-focused advisory services.
Current Investors
Sanctuary Wealth Management, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.optwealthmanagement.com/
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
OPT 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 | Completed | OPT Wealth Management | - |
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