HoyleCohen Overview

  • Founded
  • 2001
  • Status
  • Acquired/​Merged
  • Employees
  • 52
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 2

HoyleCohen General Information


Provider of wealth management and estate planning services intended to help high-net-worth individuals and families manage their wealth. The company offers financial, investment advisory, retirement, risk management and legacy planning services for its clients which enables them to make smart investment decisions that guide them toward achieving their goals while sustaining their wealth across generations.

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 intended to help high-net-worth individuals and families mana
Other Financial Services
San Diego, CA
52 As of 2021


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New York, NY

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Chicago, IL
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HoyleCohen Competitors (16)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Perennial Pension and Wealth Private Equity-Backed New York, NY 000000000000
000000 00000000 00 Corporate Backed or Acquired Chicago, IL 00 000000&0
00000000 00000000 Private Equity-Backed Overland Park, KS 000 00000 000000000 00000
000 00000 000000 0 Corporation San Diego, CA
0000 000000000 000 Private Equity-Backed San Diego, CA 00 0000000 0000
You’re viewing 5 of 16 competitors. Get the full list »

HoyleCohen Executive Team (10)

Name Title Board Seat Contact Info
Mark Delfino Chief Executive Officer & Senior Managing Partner
Bruce Berti Chief Financial Officer & Partner
Heather England JD Chief Compliance Officer, Chief Operating Officer & Partner
Troy Waters Chief Technology Officer & Partner
Vanessa Wieliczko Chief Investment Officer & Partner
You’re viewing 5 of 10 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 00000 01-Sep-2020 0000000000 Asset Management 0000 0000
Libbie Agran Financial Services & Seminars 19-Jun-2017 Merger/Acquisition Asset Management 0000 0000
To view HoyleCohen’s complete acquisitions history, request access »