DayMark Wealth Partners - Crunchbase Company Profile & Funding

Overview

DayMark Wealth Partners

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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Raised Funding Round

Jan 1, 1970

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+3 more milestones

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About DayMark Wealth Partners

CB Rank

139049

DayMark Wealth Partners is an investment advisory firm.

Founded

obfuscation

Private

Private Equity

Cincinnati, Ohio, United States

11-50

www.daymarkwealthpartners.com

Financial Services

Insurance

Risk Management

Wealth Management

Funding Rounds

Private Equity

OBF

obfuscation

Details

Operating Status

Active

Company Type

For Profit

About the Company

DayMark Wealth Partners is an investment advisory firm that provides investment advisory services to multigenerational families and successful individuals, including business owners and entrepreneurs, providing guidance and leadership as they grow through every phase of their lives.

Predictions & Insights

Growth Insight

See this Growth Insight

DayMark Wealth Partners is

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to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Wealth Advisory Services

Provides personalized financial planning and investment advisory to individuals and families to help define and pursue their financial goals.

Comprehensive Financial Planning

A disciplined process to create detailed financial plans addressing clients' needs, aspirations, and family dynamics.

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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 - DayMark Wealth Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - DayMark Wealth Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - DayMark Wealth Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - DayMark Wealth Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - DayMark Wealth Partners	1	obfuscated obfuscation	Constellation Wealth Capital	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 - DayMark Wealth Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - DayMark Wealth Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - DayMark Wealth Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - DayMark Wealth Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - DayMark Wealth Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity

Investors

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

Investor Name	Lead Investor	Funding Round	Partners
Constellation Wealth Capital	Yes	Private Equity Round - DayMark Wealth Partners	Karl Heckenberg
Constellation Wealth Capital	Yes	Private Equity Round - DayMark Wealth Partners	Karl Heckenberg
Constellation Wealth Capital	Yes	Private Equity Round - DayMark Wealth Partners	Karl Heckenberg
Constellation Wealth Capital	Yes	Private Equity Round - DayMark Wealth Partners	Karl Heckenberg
Constellation Wealth Capital	Yes	Private Equity Round - DayMark Wealth Partners	Karl Heckenberg