CWM

CWM is a Nebraska-based financial institution that offers services including investment management and retirement planning for individuals and businesses.

Business Model: B2B

Revenue: $17M

Employees: 51-200

Detailed CWM Information

Geographic Data

CWM headquarters map

Address: 14600 Branch St

City: Omaha

State: NE

Zip: 68154

Country: US

Financial Info

Stage:

private equity

Raised Last:

$35M

Raised Total:

$35M

Metrics

784,821Website Global Rank

37,435Website Monthly Traffic

Twitter Followers

Description

CWM is a Nebraska-based financial institution that offers services including investment management and retirement planning for individuals and businesses.

Contact Phone:
+18883210808

Contact Email:

Announced Date Company Transaction Money Raised
Announced Date Transaction Number of Investors Money Raised Lead Investors
5/2016 Private Equity Round 1 $35M Long Ridge Equity Partners
Long Ridge Equity Partners
Announced Date Name Price
12/2022 White Ember Financial Planning
5/2022 Karn Couzens &a; Associates

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