Pillar Wealth Management Co.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Pillar Wealth Management Co. - overview
Established
2007
Location
Madison, WI, US
Primary Industry
Financial Services
About
Based in Wisconsin, US, and founded in 2007, Pillar Wealth Management Co. operates as a wealth management company. The company was founded by its President William J. Meland.
In January 2025, Merit Financial Advisors, a portfolio company of HGGC, Wealth Partners Capital Group, and Neuberger Berman, acquired Pillar Wealth Management Co. Pillar Wealth Management provides wealth management services, including financial planning, investment management, and asset protection for individuals, families, and business owners. Key services include retirement planning, education expense planning, and legacy planning, addressing questions related to financial sufficiency for these life events. Now, Pillar Wealth Management Co.
Current Investors
Merit Financial Advisors
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.pillarwealth.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Pillar Wealth Management Co. - 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 | Pillar Wealth Management Co. | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.