Wilbanks Smith & Thomas Asset Management Overview

  • Year Founded
  • 1990

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 65

Employees

  • 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
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 150 West Main Street
  • Suite 1700
  • Norfolk, VA 23510
  • United States
+1 (757)
Primary Industry
Asset Management
Corporate Office
  • 150 West Main Street
  • Suite 1700
  • Norfolk, VA 23510
  • United States
+1 (757)

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Wilbanks Smith & Thomas Asset Management Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Wilbanks Smith & Thomas Asset Management‘s full profile, request access.

Request a free trial

Wilbanks Smith & Thomas Asset Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth management services intended to serve individuals, institutions and intermediary partners. The compan
Asset Management
Norfolk, VA
65 As of 2024

Scottsdale, AZ
 

Denver, CO
 
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

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
To view Wilbanks Smith & Thomas Asset Management’s complete competitors history, request access »

Wilbanks Smith & Thomas Asset Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Wilbanks Smith & Thomas Asset Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Wilbanks Smith & Thomas Asset Management‘s full profile, request access.

Request a free trial

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
To view Wilbanks Smith & Thomas Asset Management’s complete investments and acquisitions history, request access »

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
  • 16 buyers
To view Wilbanks Smith & Thomas Asset Management’s complete exits history, request access »

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 »