Select Money Management, Inc.
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Select Money Management, Inc. - overview
Location
-, CA, US
Primary Industry
Financial Services
About
Based in California, US, Select Money Management is a registered investment advisory firm providing financial advisory services. In September 2025, SEIA, a portfolio company of Osaic, Inc. and Reverence Capital Partners, agreed to acquire Select Money Management. Tony Amaradio founded the firm.
SMM offers comprehensive financial services, including investment portfolio management, tax and estate planning integration, and retirement strategies. The firm specializes in value-based investing, aligning financial decisions with clients’ personal principles. Its advisory model combines sophisticated financial tools with personalized guidance to meet diverse client needs.
Current Investors
SEIA
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Select Money Management, Inc. - 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 | Select Money Management, Inc. | - |
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