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SageView Advisory Group, LLC

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Year established

1989

Location

Newport Beach CA US

Primary Industry

Financial Services

About

Established in 1989 and based in California, US, SageView Advisory Group, LLC operates as a provider of financial services such as retirement plan consulting, actuarial consulting, and private wealth management services and participant resources.
Current Investors
Aquiline Capital Partners

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Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking, Life Insurance
Website
www.sageviewadvisory.com
Verticals
FinTech
Company Stage
Mature - Buyout
Total Amount Raised
Subscriber access only

Deals

Deals Type
Add-on
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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 OnTrack 401(k) 02 Dec 2024
Completed Palmer Retirement Consultants 15 Dec 2023
Completed Retirement Benefits Group 15 Jun 2023
Announced Lakeview Wealth Management 01 Jul 2022
Announced Summit Financial Consultants, Inc. 21 Jun 2022
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