Key facts
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for SW Financial
- ·The full record, as it builds
Funding rounds
No funding rounds for SW Financial are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About SW Financial
Operator of a broker-dealer and investment banking company, intended to serve private clients, small businesses, institutions and corporations. The company offers its clients a broad range of products and services, including broker retailing of corporate equity and debt securities, private placement of securities, corporate finance consulting regarding mergers and acquisitions, broker selling of variable life insurance or annuities and broker retailing to United States government and municipal securities.
- Sector
- Financial Services
- HQ
- Melville, NY, United States
- Employees
- 70
- Website
- sw-financial.com/
- Ownership
- Acquired/Merged
SW 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 SW 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 SW Financial in its N-PORT filings yet. We sweep new filings monthly.