TFS Wealth Management
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TFS Wealth Management - overview
Established
1976
Location
-, NJ, US
Primary Industry
Financial Services
About
Based in New Jersey, US, and founded in 1976, Tomorrow’s Financial Services, Inc. , d. b. a.
TFS Wealth Management operates as a fin-tech company that provides a digital platform for financial planners and wealth management advisors to offer wealth management and financial planning services along with a full line of investment, insurance, and mortgage solutions. In August 2023, a portfolio company of World Insurance Associates LLC and Charlesbank Capital Partners agreed to acquire Tomorrow’s Financial Services, Inc. The company provides a fintech platform embedded with technology and a suite of advisor services with proprietary integrations designed for advisor-client collaboration, enabling financial advisors to offer wealth management as well as access a variety of financial products and services.
Current Investors
Pensionmark Financial Group, LLC
Primary Industry
Financial Services
Sub Industries
Investment Banking, e-Financial, Accounting/Finance Software
Website
www.tfsweb.com
Verticals
FinTech, FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
TFS Wealth Management - 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 | TFS Wealth Management | - |
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