Wilbanks Smith & Thomas Asset Management Overview
- Year Founded
-
1990
- Status
-
Acquired/Merged
- Employees
-
65
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
2
- Investments
-
2
Wilbanks Smith & Thomas Asset Management General Information
Description
Provider of wealth management services intended to serve individuals, institutions and intermediary partners. The company offers investment advisory and capital management services as well as operates as a platform of risk-managed exchange-traded fund (ETF) portfolio strategies, thereby serving as a bridge between protection and growth.
Contact Information
Website
www.wstam.com(Operating Subsidiary)
Corporate Office
- 150 West Main Street
- Suite 1700
- Norfolk, VA 23510
- United States
Corporate Office
- 150 West Main Street
- Suite 1700
- Norfolk, VA 23510
- United States
Wilbanks Smith & Thomas Asset Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Wilbanks Smith & Thomas Asset Management Comparisons
Industry
Financing
Details
Wilbanks Smith & Thomas Asset Management Competitors (4)
One of Wilbanks Smith & Thomas Asset Management’s 4 competitors is Osaic, a Private Equity-Backed company based in Scottsdale, AZ.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Osaic | Private Equity-Backed | Scottsdale, AZ | ||||
| Mercer Advisors | Private Equity-Backed | Denver, CO | ||||
| Next Financial Group | Formerly PE-Backed | Houston, TX | ||||
| IEQ Capital | Corporate Backed or Acquired | Foster City, CA |
Wilbanks Smith & Thomas Asset Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Wilbanks Smith & Thomas Asset Management Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Wilbanks Smith & Thomas Asset Management Investments & Acquisitions (2)
Wilbanks Smith & Thomas Asset Management’s most recent deal was a Merger/Acquisition with Virginia Capital Strategies. The deal was made on 31-Jan-2020.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Virginia Capital Strategies | 31-Jan-2020 | Merger/Acquisition | Asset Management | ||
| EvoApp | 31-Jan-2011 | Early Stage VC | Business/Productivity Software |
Wilbanks Smith & Thomas Asset Management Exits (1)
Wilbanks Smith & Thomas Asset Management’s most recent exit was on 31-Jan-2011 from EvoApp. The exit was categorized as with 16 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| EvoApp | 31-Jan-2011 | Completed |
|
Wilbanks Smith & Thomas Asset Management FAQs
-
When was Wilbanks Smith & Thomas Asset Management founded?
Wilbanks Smith & Thomas Asset Management was founded in 1990.
-
Where is Wilbanks Smith & Thomas Asset Management headquartered?
Wilbanks Smith & Thomas Asset Management is headquartered in Norfolk, VA.
-
What is the size of Wilbanks Smith & Thomas Asset Management?
Wilbanks Smith & Thomas Asset Management has 65 total employees.
-
What industry is Wilbanks Smith & Thomas Asset Management in?
Wilbanks Smith & Thomas Asset Management’s primary industry is Asset Management.
-
Is Wilbanks Smith & Thomas Asset Management a private or public company?
Wilbanks Smith & Thomas Asset Management is a Private company.
-
What is Wilbanks Smith & Thomas Asset Management’s current revenue?
The current revenue for Wilbanks Smith & Thomas Asset Management is .
-
Who are Wilbanks Smith & Thomas Asset Management’s investors?
Rosemont Investment Group has invested in Wilbanks Smith & Thomas Asset Management.
-
Who are Wilbanks Smith & Thomas Asset Management’s competitors?
Osaic, Mercer Advisors, Next Financial Group, and IEQ Capital are competitors of Wilbanks Smith & Thomas Asset Management.
-
When was Wilbanks Smith & Thomas Asset Management acquired?
Wilbanks Smith & Thomas Asset Management was acquired on 01-Apr-2024.
-
Who acquired Wilbanks Smith & Thomas Asset Management?
Wilbanks Smith & Thomas Asset Management was acquired by Clearstead Advisors.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »
