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Adviser Investments, LLC

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Year established

1994

Location

Newton MA US

Primary Industry

Financial Services

About

Based in Massachusetts, US, and founded in 1994, Adviser Investments, LLC operates as a provider of wealth management services. The company's CEO is Dan Silver. The company's services include portfolio management, investment advisory, and financial planning for charitable organizations, businesses, individuals, trusts, and estates in the United States.
Current Investors
Summit Partners

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Primary Industry
Financial Services
Sub Industries
Financial Services
Website
www.adviserinvestments.com
Verticals
FinTech
Company Stage
Mature - Buyout
Total Amount Raised
Subscriber access only

Deals

Deals Type
Add-on
Add-on
Buyout
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 LeJeune Puetz Investment Counsel, LLC 10 Jul 2023
Completed Ropes Wealth Advisors LLC 16 May 2023
Completed Adviser Investments, LLC 31 Dec 2020
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