Trusted Advisor Group Overview

  • Year Founded
  • 2011

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 33

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Trusted Advisor Group General Information

Description

Provider of outsourced business development service catering to financial advisory firms. The company offers compliance and risk management, investment analysis and research, marketing, brand promotion, client proposition, sales management and training, personal and business coaching, model client portfolios, investment training, tax consulting and human resource support for professional financial advisors.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
BPO/Outsource Services
Parent Company
Corporate Office
  • 10 Sandyford Office Park
  • Sandyford
  • Dublin 18
  • Ireland
+353 (01) 000 0000

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Trusted Advisor Group Valuation & Funding

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

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Trusted Advisor Group Executive Team (3)

Name Title Board Seat
Eamonn Twomey Executive
Dermot McConkey Sales Trainer
You’re viewing 2 of 3 executive team members. Get the full list »

Trusted Advisor Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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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Trusted Advisor Group FAQs

  • When was Trusted Advisor Group founded?

    Trusted Advisor Group was founded in 2011.

  • Who is the founder of Trusted Advisor Group?

    Paul Sutton is the founder of Trusted Advisor Group.

  • Where is Trusted Advisor Group headquartered?

    Trusted Advisor Group is headquartered in Dublin, Ireland.

  • What is the size of Trusted Advisor Group?

    Trusted Advisor Group has 33 total employees.

  • What industry is Trusted Advisor Group in?

    Trusted Advisor Group’s primary industry is Other Financial Services.

  • Is Trusted Advisor Group a private or public company?

    Trusted Advisor Group is a Private company.

  • What is Trusted Advisor Group’s current revenue?

    The current revenue for Trusted Advisor Group is 000000.

  • When was Trusted Advisor Group acquired?

    Trusted Advisor Group was acquired on 04-Mar-2015.

  • Who acquired Trusted Advisor Group?

    Trusted Advisor Group was acquired by Davy Group.

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