World Trend Financial Asset Profile

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

Year established

1991

Location

Cedar Rapids IA US

Primary Industry

Business Support Services

About

Founded in 1991 and based in Iowa, US, World Trend Financial operates as an investment advisory firm specializing in investment management and financial planning for individuals and businesses. In October 2022, Savant Capital, LLC, a portfolio company of The Cynosure Group and Kelso & Company, acquired World Trend Financial. As of July 2022, the company has USD 730 million in assets under management (AUM). World Trend Financial's advisory services include wealth accumulation, children’s college costs planning, investment management, individual retirement planning, retirement plans, estate planning, insurance analysis, portfolio analysis, and consulting.

Current Investors

Savant Wealth Management

Request a demo to show more

Primary Industry

Business Support Services

Sub Industries

Consulting Services, Financial Services

Website

www.worldtrendfps.com

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on

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	World Trend Financial	01 Oct 2022

Displaying 1-1 of 1

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.