CW Advisors - Crunchbase Company Profile & Funding

Q: Who invested in CW Advisors?

CW Advisors has 2 investors including Audax Private Equity And Bain Capital Credit.

Q: When was the last funding round for CW Advisors?

CW Advisors closed its last funding round on obfuscated from a Private Equity round.

Overview

CW Advisors

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 CW Advisors

CB Rank

9129

CW Advisors is an investment firm that develops innovative wealth solutions for high-net-worth individuals and families.

Acquired by

Osaic

Founded

obfuscation

Private

Private Equity

Boston, Massachusetts, United States

101-250

www.cwadvisorsgroup.com

Finance

Financial Services

Wealth Management

Funding Rounds

Private Equity

OBF

obfuscation

Secondary Market

OBF

obfuscation

Key People

Kenneth Zannoni: Managing Partner & Co-Founder

Details

Legal Name

Congress Wealth Management LLC

Also Known As

Congress Wealth Management

Operating Status

Active

Company Type

For Profit

Founders

Kenneth Zannoni

About the Company

CW Advisors is an investment firm that develops innovative wealth solutions for high-net-worth individuals and families.

Phone Number

(617) 428-7600

Predictions & Insights

Growth Insight

See this Growth Insight

CW Advisors is

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to be growing

Top Contributing Factors

Market Share Expansion

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management

A service that provides personalized financial planning and investment management to optimize clients' assets and align with their long-term goals.

Family Office Services

Customized wealth management and financial planning services designed to meet the complex needs of families, focusing on preserving wealth and managing family financial affairs.

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - CW Advisors	1	obfuscated obfuscation	Audax Private Equity	Private Equity
obfuscated obfuscation	Private Equity Round - CW Advisors	1	obfuscated obfuscation	Audax Private Equity	Private Equity
obfuscated obfuscation	Private Equity Round - CW Advisors	1	obfuscated obfuscation	Audax Private Equity	Private Equity
obfuscated obfuscation	Private Equity Round - CW Advisors	1	obfuscated obfuscation	Audax Private Equity	Private Equity
obfuscated obfuscation	Private Equity Round - CW Advisors	1	obfuscated obfuscation	Audax Private Equity	Private Equity

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - CW Advisors	1	obfuscated obfuscation	Audax Private Equity	Private Equity
obfuscated obfuscation	Private Equity Round - CW Advisors	1	obfuscated obfuscation	Audax Private Equity	Private Equity
obfuscated obfuscation	Private Equity Round - CW Advisors	1	obfuscated obfuscation	Audax Private Equity	Private Equity
obfuscated obfuscation	Private Equity Round - CW Advisors	1	obfuscated obfuscation	Audax Private Equity	Private Equity
obfuscated obfuscation	Private Equity Round - CW Advisors	1	obfuscated obfuscation	Audax Private Equity	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Audax Private Equity	Yes	Private Equity Round - CW Advisors	Adam Abramson, William Allen
Audax Private Equity	Yes	Private Equity Round - CW Advisors	Adam Abramson, William Allen
Audax Private Equity	Yes	Private Equity Round - CW Advisors	Adam Abramson, William Allen
Audax Private Equity	Yes	Private Equity Round - CW Advisors	Adam Abramson, William Allen
Audax Private Equity	Yes	Private Equity Round - CW Advisors	Adam Abramson, William Allen