Prostatis Financial Advisors Group, LLC
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Prostatis Financial Advisors Group, LLC - overview
Established
2000
Location
-, MD, US
Primary Industry
Financial Services
About
Founded in 2000 and based in Maryland, US, Prostatis Financial Advisors Group, LLC is an investment advisory firm that offers tax and estate planning services to individuals and families. In December 2023, Summit Financial invested in Prostatis Financial Advisors Group, LLC. As of 2023, the company had offices in Florida and Maryland. Prostatis Financial Advisors Group offers financial services to high-net-worth individuals and families.
The solutions offered by the company include tax planning and preparation, financial planning, retirement planning, insurance intermediatory solutions, estate planning, investment management, and retirement benefits planning. The company plans to use the investment raised in December 2023 to accelerate its financial stability and expand its business investment options to a wider market.
Current Investors
Summit Financial
Primary Industry
Financial Services
Sub Industries
Investment Banking, Accounting Services, Insurance Intermediaries
Website
www.prostatisfinancial.com
Verticals
FinTech
Total Amount Raised
Subscriber access only
Prostatis Financial Advisors Group, LLC - 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LP Direct | Completed | Prostatis Financial Advisors Group, LLC | - |
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