Ceros Financial Services - Crunchbase Company Profile & Funding

Overview

Ceros Financial Services

Amount Raised

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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About Ceros Financial Services

CB Rank

44424

Ceros Financial Services is an investment management and financial service provider company.

Founded

obfuscation

Private

Rockville, Maryland, United States

11-50

www.cerosfs.com/

Advice

Finance

Financial Services

Professional Services

Key People

Mark Goldwasser: CEO
Past Role: National Securities Corporation, CEO
Cassel Shapiro: Head of Investment Banking
Past Role: Skillr, Chief Executive Officer

Details

Legal Name

Ceros Financial Services, Inc.

Operating Status

Active

Company Type

For Profit

Founders

Mark Goldwasser

Investor Type

obfuscation

Phone Number

1-866-842-3356

Contact Email

info@cerosfs.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

RIA Custody

Provides back office solutions, practice support, and access to investment instruments and retirement programs for fee-only and hybrid financial advisors.

Hybrid Advisors

Broker/dealer services for financial advisors offering commission products alongside advisory services through their independent RIA.

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Financials

Investments

Investment Breakdown

Number of Funds

Number of Investments

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Wesper	Yes	Series A - Wesper	obfuscated obfuscation
obfuscated obfuscation	Wesper	Yes	Series A - Wesper	obfuscated obfuscation
obfuscated obfuscation	Wesper	Yes	Series A - Wesper	obfuscated obfuscation
obfuscated obfuscation	Wesper	Yes	Series A - Wesper	obfuscated obfuscation
obfuscated obfuscation	Wesper	Yes	Series A - Wesper	obfuscated obfuscation

Investment Breakdown

Number of Funds

Number of Investments

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Wesper	Yes	Series A - Wesper	obfuscated obfuscation
obfuscated obfuscation	Wesper	Yes	Series A - Wesper	obfuscated obfuscation
obfuscated obfuscation	Wesper	Yes	Series A - Wesper	obfuscated obfuscation
obfuscated obfuscation	Wesper	Yes	Series A - Wesper	obfuscated obfuscation
obfuscated obfuscation	Wesper	Yes	Series A - Wesper	obfuscated obfuscation