Private Equity Portfolio Company
Allworth
Sacramento, California
United States
https://www.allworthfinancial.com
Allworth is a full-service independent investment and financial advisory firm that specializes in retirement planning, investment advising, tax planning and preparation and estate planning....
Private Equity Owner: LightYear Capital
Acquisition Criteria
Investment Date:
Exit Date:
Status:
Add-on Acquisitions:
Industry (NAICS Code):
Testimonials
Become the next customer to share a success story about Private Equity Info's impact.
"Private Equity Info is critical to nearly every aspect of our role as an investment bank. We use it almost every day and the return on investment is clear."
Bob McCormack
"PEI is superior for our sales team. It cuts to the core. It’s the sweet spot in terms of what you’re paying and what you’re getting.”
