Key facts
- Status: Acquired/Merged (Operating Subsidiary).
- ·Watchlist + deal alerts for SHP Financial
- ·The full record, as it builds
Funding rounds
No funding rounds for SHP Financial are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About SHP Financial
Provider of financial planning and wealth management services intended for individuals and families' retirement preparation. The company offers income planning, investment planning, tax, legacy, and healthcare planning services for its customers, thereby providing them with long-term financial planning.
- Sector
- Financial Services
- HQ
- Plymouth, MA, United States
- Employees
- 57
- Website
- shpfinancial.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
SHP Financial doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in SHP Financial shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on SHP Financial in its N-PORT filings yet. We sweep new filings monthly.