Shoreline Financial Advisors, LLC
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Shoreline Financial Advisors, LLC - overview
Established
1996
Location
-, CT, US
Primary Industry
Financial Services
About
Based in Connecticut, US, and founded in 1996, Shoreline Financial Advisors, LLC operates as a financial service company that provides investment management, financial planning, portfolio management, and retirement plans. In February 2023, Exencial Wealth Advisors acquired Shoreline Financial Advisors, LLC. Shoreline Financial Advisors, LLC is an investment advisory firm that serves small businesses and individuals. Furthermore, the firm provides individual investment portfolios, trusts, endowments, and retirement plans, as well as insurance, financial, and tax planning, allowing clients to evaluate their objectives and risk perception before recommending the appropriate investment, tax, and insurance strategy for their situation.
Current Investors
Exencial Wealth Advisors
Primary Industry
Financial Services
Sub Industries
Consumer Finance, Investment Banking
Website
www.sfadvisors.com
Verticals
FinTech
Total Amount Raised
Subscriber access only
Shoreline Financial Advisors, 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 | Shoreline Financial Advisors, LLC | - |
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