SEP Financial Services - Ownership and Business Overview

Financial ServicesCompany

SEP Financial Services Ownership

Who owns SEP Financial Services?

SEP Financial Services is owned by Avantax. It was acquired on September 26, 2024.

SEP Financial Services Business Overview

Where is SEP Financial Services headquartered?

SEP Financial Services is headquartered in Goshen, New York.

What sector is SEP Financial Services in?

SEP Financial Services is a financial services company.

Financial Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2024. The largest financial services acquisition in 2024 was Discover Financial Services - which was acquired by Capital One Financial for $35.3B.

Join Mergr to view all 134 acquisitions of financial services companies in 2024, including 8 acquisitions by private equity firms, and 126 by strategics.

SEP Financial Services

SEP Financial Services

5 Hatfield Lane Suite 2A-2,
Goshen, New York 10924
United States,
(845) 618-1700
www.seppfs.com

SEP Financial Services specializes in tax-focused financial planning and wealth management. SEP Financial Services provides comprehensive financial advice, including wealth management solutions tailored to minimizing clients' tax burdens. SEP Financial Services is based in Goshen, New York.


Company Summary

SECTOR

Financial Services

 Subscribe to unlock this and 207,814
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 200K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for SEP Financial Services

New York Companies , Financial Services Companies , United States Companies , New York Financial Services Companies , New York Financial Services with Acquisitions , New York Financial Services with Divestitures

Related Lists for New York Companies

Largest New York Companies , Acquisitive New York Companies , Recently Acquired New York Companies , Recently Sold New York Companies , Private New York Companies , Public New York Companies , Acquired New York Companies , PE Backed New York Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal