WealthTrust (acquired) Overview
- Founded
- 1997
- Status
- Acquired/Merged
- Employees
- 150
- 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
Website
Formerly Known As
Wealthee
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Primary Office
- 600 Travis Street
- Suite 5900
- Houston, TX 77002
- United States
WealthTrust (acquired) Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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Request a free trialWealthTrust (acquired) Signals
Growth Rate
0.80%
Weekly
Growth
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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Request a free trialWealthTrust (acquired) Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
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Request a free trialWealthTrust (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 |
WealthTrust (acquired) Subsidiaries (2)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| WealthTrust Advisors | Asset Management | Scottsdale, AZ | 1996 |
| 00000000 000000 | Asset Management | Cleveland, OH | 0000 |
WealthTrust (acquired) Exits (1)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| 000000 000000000 0 | 31-Oct-2008 | 0000000000 | Completed |
|