ARGI Financial Group Overview

  • Year Founded
  • 1995

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 263

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 2

  • Investments
  • 4

ARGI Financial Group General Information

Description

Provider of financial planning and asset management services catering to individuals and businesses. The company specializes in wealth management, business planning, legacy planning, risk management and allied services to its clients.

Contact Information

Formerly Known As
Advisor's Resource Group Inc
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 2201 High Wickham Place
  • Louisville, KY 40245
  • United States
Primary Industry
Other Financial Services
Acquirer
Corporate Office
  • 2201 High Wickham Place
  • Louisville, KY 40245
  • United States

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ARGI Financial Group Valuation & Funding

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

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ARGI Financial Group Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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ARGI Financial Group Investments & Acquisitions (4)

ARGI Financial Group’s most recent deal was a Later Stage VC with EdjSports for . The deal was made on 01-Jun-2020.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
EdjSports 01-Jun-2020 Later Stage VC Business/Productivity Software
SCA CPAs and Advisors 24-Jan-2019 Merger/Acquisition Accounting, Audit and Tax Services (B2B)
OPM Financial 03-Mar-2015 Merger/Acquisition Accounting, Audit and Tax Services (B2B)
KD Fiduciary Asset Management 16-Aug-2013 Merger/Acquisition Asset Management
To view ARGI Financial Group’s complete investments and acquisitions history, request access »

ARGI Financial Group Exits (1)

ARGI Financial Group’s most recent exit was on 01-Jun-2020 from EdjSports. The exit was categorized as with 9 buyers.

Company Name Exit Date Exit Type Exit Size Status Buyers
EdjSports 01-Jun-2020 Completed
  • 9 buyers
To view ARGI Financial Group’s complete exits history, request access »

ARGI Financial Group FAQs

  • When was ARGI Financial Group founded?

    ARGI Financial Group was founded in 1995.

  • Where is ARGI Financial Group headquartered?

    ARGI Financial Group is headquartered in Louisville, KY.

  • What is the size of ARGI Financial Group?

    ARGI Financial Group has 263 total employees.

  • What industry is ARGI Financial Group in?

    ARGI Financial Group’s primary industry is Other Financial Services.

  • Is ARGI Financial Group a private or public company?

    ARGI Financial Group is a Private company.

  • What is ARGI Financial Group’s current revenue?

    The current revenue for ARGI Financial Group is .

  • When was ARGI Financial Group acquired?

    ARGI Financial Group was acquired on 10-Jan-2023.

  • Who acquired ARGI Financial Group?

    ARGI Financial Group was acquired by Cerity Partners.

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