About Lassus Wherley & Associates
Lassus Wherley & Associates is a company based in Bonita Springs (United States) founded in 1985 was acquired by Peapack-Gladstone Bank in June 2018.. Lassus Wherley & Associates offers products and services including Checking Accounts, Mortgage Solutions, Investment Management, and Credit Cards.
- Headquarter Bonita Springs, United States
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Sectors
Financial Services
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Phone
*********
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Website
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Social
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- Legal Name Peapack-Gladstone Financial Corporation
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Peapack-Gladstone Bank
(Jun 29, 2018)
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Products & Services of Lassus Wherley & Associates
Lassus Wherley & Associates offers a comprehensive portfolio of products and services, including Checking Accounts, Mortgage Solutions, Investment Management, and Credit Cards. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Accounts for secure daily transactions and deposits
Services for home loans and equity financing options
Customized portfolios for wealth protection and growth
Cards with expense tools and security features for users
Funding Insights of Lassus Wherley & Associates
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Lassus Wherley & Associates
Lassus Wherley & Associates has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Peapack-Gladstone Bank. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Commercial banking services are provided in the United States.
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Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Lassus Wherley & Associates
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Lassus Wherley Associates
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Lassus Wherley & Associates Comparisons
Competitors of Lassus Wherley & Associates
| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Lassus Wherley & Associates
Frequently Asked Questions about Lassus Wherley & Associates
When was Lassus Wherley & Associates founded?
Lassus Wherley & Associates was founded in 1985.
Where is Lassus Wherley & Associates located?
Lassus Wherley & Associates is headquartered in Bonita Springs, United States. It is registered at Bonita Springs, Florida, United States.
What does Lassus Wherley & Associates do?
Lassus Wherley Associates was founded in 1985 and is headquartered in Bonita Springs, United States. Operations focus on the financial services sector, where wealth management and investment advice are delivered to individuals and institutions. Services include portfolio management, financial planning, and advisory consultations, all conducted through a client-centered approach. The firm maintains its primary presence in the U.S., serving clients across various economic landscapes.
What products or services does Lassus Wherley & Associates offer?
Lassus Wherley & Associates offers Checking Accounts, Mortgage Solutions, Investment Management, and Credit Cards.
Who are Lassus Wherley & Associates's investors?
Lassus Wherley & Associates has 1 investor. Key investors include Peapack-Gladstone Bank.
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