Simply Money IP Holdings, LLC

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Simply Money IP Holdings, LLC - overview

Established

1994

Location

Cincinnati, OH, US

Primary Industry

Financial Services

About

Founded in 1994 and based in Cincinnati, US, Simply Money IP Holdings, LLC operates as a financial planner and investment advisors. Services include investment management, retirement planning, and wealth management solutions.


Current Investors

Allworth Financial Holdings, LLC

Primary Industry

Financial Services

Sub Industries

Investment Banking

Website

www.simplymoneyadvisors.com

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Simply Money IP Holdings, LLC - 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)
Add-onCompletedSimply Money IP Holdings, LLC-

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