WealthTrust (acquired) Overview

  • Founded
  • 1997
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 150
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 4
  • Investments
  • 4

WealthTrust (acquired) General Information

Description

Provider of investment advisory and asset management services intended to support and deliver the highest level of client service at every point of engagement. The company provides their affiliates with a broad set of administrative functions that include compliance, finance, human resources, technology and information technology (IT) enabling them to devote their full attention to helping clients achieve their financial goals.

Contact Information

Formerly Known As
Wealthee
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 600 Travis Street
  • Suite 5900
  • Houston, TX 77002
  • United States
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WealthTrust (acquired) Valuation & Funding

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

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WealthTrust (acquired) 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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WealthTrust (acquired) Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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WealthTrust (acquired) Investments (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000000 0 31-Oct-2008 0000000000 Asset Management 0000 000000
00000000000 000000 14-Nov-2007 0000000000 Asset Management 0000 000000
00000 00000 000000 02-Nov-2007 0000000000 Asset Management 0000 000000
Fairport Wealth 02-Nov-2007 Buyout/LBO Asset Management 0000 000000
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WealthTrust (acquired) Subsidiaries (2)

Company Name Industry Location Founded
WealthTrust Advisors Asset Management Scottsdale, AZ 1996
00000000 000000 Asset Management Cleveland, OH 0000
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WealthTrust (acquired) Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 000000000 0 31-Oct-2008 0000000000 Completed
  • 2 buyers
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