River Glen Wealth Counselors

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River Glen Wealth Counselors - overview

Established

2008

Location

West Des Moines, IA, US

Primary Industry

Financial Services

About

Based in Lowa, US, and founded in 2008 by Matt Busick, , Veerkloh, LLC doing business as River Glen Wealth Counselors operates as a financial consulting company providing financial planning, advisory services, and estate planning for corporate companies. In January 2024, Mercer Global Advisors Inc. , a portfolio company of Harvest Partners and Altas Partners, acquired River Glen Wealth Counselors. River Glen Wealth Counselors provides financial planning solutions to corporate executives from middle management through presidents and CEOs to improve investment returns.


The company offers a variety of financial service such as equity compensation, retirement planning, tax strategy, estate planning, investment management, and asset protection.


Current Investors

Mercer Global Advisors Inc.

Primary Industry

Financial Services

Sub Industries

Consulting Services, Investment Banking

Website

www.riverglenwealth.com/

Company Stage

Add-on

Total Amount Raised

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River Glen Wealth Counselors - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
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