Cedarpoint Investments Advisors Overview

  • Year Founded
  • 2009

Year 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 investment advisory services catering to business owners, physicians, executives and professional individuals. The company's advisory services include financial planning, investment advisory, performance reporting, estate and education planning and risk management, enabling clients throughout the United States to get advise and sort complex financial life.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Asset Management
Corporate Office
  • 524 Milwaukee Street
  • Suite 300
  • Delafield, WI
  • United States

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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 investment advisory services catering to business owners, physicians, executives and professional individual
Accounting, Audit and Tax Services (B2B)
Delafield, WI
4 As of 2017
00.00 0000-00-00
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00000 0000000000
Tampa, FL
000 As of 0000
0000
00000 0000-00-00
0000000 0000 0000

000000

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00000 0000000000
Fairport, NY
000 As of 0000
00000
00000 0000-00-00
000000&0 00000
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Cedarpoint Investments Advisors Competitors (5)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
DoubleLine Private Equity-Backed Tampa, FL 000 0000 0000000 0000 0000
Manning & Napier Corporate Backed or Acquired Fairport, NY 000 00000 000000&0 00000
BlackRock Corporation New York, NY 00000 000.00 000000000 00 000.00
Reams Asset Management Company Corporate Backed or Acquired Indianapolis, IN 00 000000&0
Ccminc Corporation Columbia, SC
You’re viewing 5 of 5 competitors. Get the full list »

Cedarpoint Investments Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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
Awz Ventures 01-Mar-2017 00 0000000 Network Management Software
4tell Solutions 03-Dec-2014 00 0000000 Financial Software
4tell Solutions 08-Apr-2008 0000000000 Financial Software
TrueSpectra 05-Apr-2005 00000 0000 0000 Telecommunications Service Providers
TrueSpectra Early Stage VC Telecommunications Service Providers
To view Cedarpoint Investments Advisors’s complete investments history, request access »

Cedarpoint Investments Advisors Exits (5)

Company Name Exit Date Exit Type Exit Size Status Buyers
Awz Ventures 01-Mar-2017 00 000000000000000 Completed
  • 0000000000 0000000
4tell Solutions 03-Dec-2014 00 000000000000000 Completed
  • 4 buyers
4tell Solutions 08-Apr-2008 0000000000 Completed
  • 2 buyers
TrueSpectra 05-Apr-2005 00000 00000 00 0000 Completed
  • 9 buyers
TrueSpectra Early Stage VC Completed
  • 5 buyers
To view Cedarpoint Investments Advisors’s complete exits history, request access »

Cedarpoint Investments Advisors FAQs

  • When was Cedarpoint Investments Advisors founded?

    Cedarpoint Investments Advisors was founded in 2009.

  • Where is Cedarpoint Investments Advisors headquartered?

    Cedarpoint Investments Advisors is headquartered in Delafield, WI.

  • What is the size of Cedarpoint Investments Advisors?

    Cedarpoint Investments Advisors has 4 total employees.

  • What industry is Cedarpoint Investments Advisors in?

    Cedarpoint Investments Advisors’s primary industry is Accounting, Audit and Tax Services (B2B).

  • Is Cedarpoint Investments Advisors a private or public company?

    Cedarpoint Investments Advisors is a Private company.

  • What is the current valuation of Cedarpoint Investments Advisors?

    The current valuation of Cedarpoint Investments Advisors is 00.00.

  • What is Cedarpoint Investments Advisors’s current revenue?

    The current revenue for Cedarpoint Investments Advisors is 000000.

  • Who are Cedarpoint Investments Advisors’s competitors?

    DoubleLine, Manning & Napier, BlackRock, Reams Asset Management Company, and Ccminc are competitors of Cedarpoint Investments Advisors.

  • When was Cedarpoint Investments Advisors acquired?

    Cedarpoint Investments Advisors was acquired on 28-Mar-2017.

  • Who acquired Cedarpoint Investments Advisors?

    Cedarpoint Investments Advisors was acquired by Midland States Bancorp.

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