Cedarpoint Investments Advisors Overview

  • Founded
  • 2009
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 4
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 5

Cedarpoint Investments Advisors General Information

Description

Provider of advisory services. The company's advisory services include financial planning, investment advisory, performance reporting, estate and education planning and risk management, enabling clients to get advise and sort complex financial life.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
  • 524 Milwaukee Street
  • Suite 300
  • Delafield, WI 53018
  • United States
+1 (262) 000-0000
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Cedarpoint Investments Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Cedarpoint Investments Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of advisory services. The company's advisory services include financial planning, investment advisory, performa
Accounting, Audit and Tax Services (B2B)
Delafield, WI
4 As of 2017
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00000 0000000000
Fairport, NY
000 As of 0000
00000
0.000 0000-00-00
00000000 00000
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Cedarpoint Investments Advisors Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
0000000 & 000000 Corporation Fairport, NY 000 00000 00000000 00000
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Cedarpoint Investments Advisors Executive Team (4)

Name Title Board Seat Contact Info
Naomi Ackley Chief Compliance Officer & Operations Manager
Robert Dignan Executive
Anna Jaeger Investment Advisor
Daniel Wilson Executive
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Cedarpoint Investments Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Cedarpoint Investments Advisors Investments (5)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 000000000 03-Dec-2014 00 000000000000000 Real Estate Services (B2C)
00000 000000000 08-Apr-2008 0000000000 Real Estate Services (B2C)
00000000000 05-Apr-2005 00000 00000 00 0000 Telecommunications Service Providers
000 00000000 00 000000000000000 Network Management Software
TrueSpectra Early Stage VC Telecommunications Service Providers
To view Cedarpoint Investments Advisors’s complete investments history, request access »

Cedarpoint Investments Advisors Exits (3)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000000000 05-Apr-2005 00000 00000 00 0000 Completed
  • 9 buyers
000 00000000 00 000000000000000 Completed
  • 0000000000 0000000
TrueSpectra Early Stage VC Completed
  • 5 buyers
To view Cedarpoint Investments Advisors’s complete exits history, request access »