Raymond James Investment Services Overview

  • Year Founded
  • 1999

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 312

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 2

Raymond James Investment Services General Information

Description

Provider of wealth and investment management services focused on giving trusted advice and tailored, personalized investment services. The company offers a range of services including investment advice, portfolio management, financial planning, tax planning, retirement planning and estate planning, thereby helping clients to protect and grow their wealth.

Contact Information

Formerly Known As
Whotree Limited
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • Ropemaker Place
  • 25 Ropemaker Street
  • London EC2Y 9LY
  • England, United Kingdom
+44 020
Primary Industry
Asset Management
Other Industries
Other Commercial Services
Other Financial Services
Parent Company
Corporate Office
  • Ropemaker Place
  • 25 Ropemaker Street
  • London EC2Y 9LY
  • England, United Kingdom
+44 020

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Raymond James Investment Services Valuation & Funding

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

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Raymond James Investment Services Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth and investment management services focused on giving trusted advice and tailored, personalized invest
Asset Management
London, United Kingdom
312 As of 2024

London, United Kingdom
 
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Raymond James Investment Services Competitors (1)

One of Raymond James Investment Services’s competitors is Amicus Wealth, a Corporate Backed or Acquired company based in London, United Kingdom.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Amicus Wealth Corporate Backed or Acquired London, United Kingdom
You’re viewing 1 of 1 competitors. Get the full list »

Raymond James Investment Services Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Raymond James Investment Services Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Raymond James Investment Services Investments & Acquisitions (2)

Raymond James Investment Services’s most recent deal was a Merger/Acquisition with Morley Davis Asset Management. The deal was made on 10-Feb-2011.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Morley Davis Asset Management 10-Feb-2011 Merger/Acquisition Asset Management
Numberly (Paris) 18-Jan-2010 PIPE Business/Productivity Software
To view Raymond James Investment Services’s complete investments and acquisitions history, request access »

Raymond James Investment Services FAQs

  • When was Raymond James Investment Services founded?

    Raymond James Investment Services was founded in 1999.

  • Where is Raymond James Investment Services headquartered?

    Raymond James Investment Services is headquartered in London, United Kingdom.

  • What is the size of Raymond James Investment Services?

    Raymond James Investment Services has 312 total employees.

  • What industry is Raymond James Investment Services in?

    Raymond James Investment Services’s primary industry is Asset Management.

  • Is Raymond James Investment Services a private or public company?

    Raymond James Investment Services is a Private company.

  • What is the current valuation of Raymond James Investment Services?

    The current valuation of Raymond James Investment Services is .

  • What is Raymond James Investment Services’s current revenue?

    The current revenue for Raymond James Investment Services is .

  • Who are Raymond James Investment Services’s investors?

    Killik & Co has invested in Raymond James Investment Services.

  • Who are Raymond James Investment Services’s competitors?

    Amicus Wealth is a competitor of Raymond James Investment Services.

  • When was Raymond James Investment Services acquired?

    Raymond James Investment Services was acquired on 22-Dec-2011.

  • Who acquired Raymond James Investment Services?

    Raymond James Investment Services was acquired by Raymond James Financial.

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