HoyleCohen Overview

  • Founded
  • 2001
  • Status
  • Acquired/​Merged
  • Employees
  • 28
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 2

HoyleCohen General Information


Provider of wealth management and estate planning services for affluent families. The company also offers its clients with specialized programs for retirement planning, investment management, risk management and legacy planning.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Parent Company
Primary Office
  • 9350 Waxie Way
  • Suite 500
  • San Diego, CA 92123
  • United States
+1 (858) 000-0000
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HoyleCohen Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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HoyleCohen Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of wealth management and estate planning services for affluent families. The company also offers its clients wi
Other Financial Services
San Diego, CA
28 As of 2016

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San Diego, CA
00 As of 0000
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Newport Beach, CA
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HoyleCohen Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Pure Financial Advisors Private Equity-Backed San Diego, CA 00 0000000 0000
000000 0000000 000 Formerly PE-Backed Newport Beach, CA 000 0000 000000&0 0000
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HoyleCohen Executive Team (8)

Name Title Board Seat Contact Info
Mark Delfino Chief Executive Officer, Director of Client Experience & Chief Compliance Officer
Troy Waters Chief Operating Officer & Managing Director
Rachel Luken Senior Advisor & Partner
Bruce Berti Director, Firm Administration and Finance
Joseph Cohen Founding Partner
You’re viewing 5 of 8 executive team members. Get the full list »

HoyleCohen Signals

Growth Rate

0.80% Weekly
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


Similarweb Unique Visitors


Majestic Referring Domains


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HoyleCohen Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 0000000 00 01-Sep-2020 000000000000000000 Asset Management 0000 0000000
Libbie Agran Financial Services & Seminars 19-Jun-2017 Merger/Acquisition Asset Management 0000 0000000
To view HoyleCohen’s complete acquisitions history, request access »