About CPM Advisory Group
CPM Advisory Group is a Financial Services company based in Summit (United States) founded in 2012 by Chris Mossa, and was acquired by Graphite Financial in May 2023. Provider of financial advisory services. Its chief executive, as recorded, is Chris Mossa. Its focus areas include Services for Investment Industry.
Company details
CPM Advisory Group provider of financial advisory services, focusing on offering financial products and advice, and services for investment industry. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Summit, United States
- Founders Chris Mossa
- Stage Acquired
- SectorsFinancial Services
- Website cpmadvisory.com
- Social LinkedIn
- Acquired by Graphite Financial (May 2023)
- InvestorsGraphite Financial
& 1 more
- Acquired byGraphite Financial
(May 2023)
Investors in CPM Advisory Group
CPM Advisory Group has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Graphite Financial and Red Iron Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments are provided for B2B services companies. | redirongroup.com | Menlo Park, USA | ||
Tax credit, bookkeeping, finance, and accounting services are offered. | 2016 | graphitefinancial.com | New York, United States |
Investor details for CPM Advisory Group
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People of CPM Advisory Group
1 people are tracked at CPM Advisory Group (1 in leadership).
| Name | Role | Group |
|---|---|---|
Chris Mossa | Founder & CEO | Leadership |
Complete people profiles for CPM Advisory Group
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- Full employee list
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Verified entity values are shown only after access is granted.
Timeline of CPM Advisory Group
2 dated milestones of CPM Advisory Group across 11 years, from founding to its latest funding, stage changes and deals.
- Founded CPM Advisory Group is founded.
- Exit Acquired by Graphite Financial.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as CPM Advisory Group (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about CPM Advisory Group
CPM Advisory Group was founded in 2012.
CPM Advisory Group is headquartered in Summit, United States.
Chris Mossa is the CEO of CPM Advisory Group, as recorded in our data. They have also founded this company.
CPM Advisory Group provider of financial advisory services, focusing on offering financial products and advice, and services for investment industry. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
CPM Advisory Group has 2 investors. Key investors include Graphite Financial, and Red Iron Group.
Yes. CPM Advisory Group was acquired by Graphite Financial in May 2023.