Portfolio Exits
1About IHT Wealth Management
IHT Wealth Management provides the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families.
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Latest IHT Wealth Management News
Sep 23, 2019
Kurt Yndestad, with $200 million in assets, is jumping to IHT Wealth Management Sep 23, 2019 @ 4:38 pm In a statement, he credited the move to being able to serve clients more strategically. "Having access to [LPL and IHT's] wealth management platform and additional capabilities will allow me to provide customized advice suited to my clients," Mr. Yndestad said. Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.
IHT Wealth Management Portfolio Exits
1 Portfolio Exit
IHT Wealth Management has 1 portfolio exit. Their latest portfolio exit was U.S. Wealth Management on May 11, 2021.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
5/11/2021 | Acquired - II | 3 |
Date | 5/11/2021 |
|---|---|
Exit | Acquired - II |
Companies | |
Valuation | |
Acquirer | |
Sources | 3 |
IHT Wealth Management Acquisitions
1 Acquisition
IHT Wealth Management acquired 1 company. Their latest acquisition was U.S. Wealth Management on December 21, 2016.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
12/21/2016 | Acquired | 2 |
Date | 12/21/2016 |
|---|---|
Investment Stage | |
Companies | |
Valuation | |
Total Funding | |
Note | Acquired |
Sources | 2 |
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