Genovese, Burford & Bros. Asset Management Overview

  • Year Founded
  • 1987

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 14

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 2

  • Investments
  • 1

Genovese, Burford & Bros. Asset Management General Information

Description

Owner and operator of an independent wealth and retirement plan management firm based in Sacramento, California. The company offers wealth management, retirement plan asset management, financial planning and insurance services.

Contact Information

Website
www.gbbwealth.com
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
CAPTRUST Financial Advisors
Primary Office
  • 740 University Avenue
  • Sacramento, CA 95825
  • United States

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Genovese, Burford & Bros. Asset Management Valuation & Funding

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

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Genovese, Burford & Bros. Asset Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Owner and operator of an independent wealth and retirement plan management firm based in Sacramento, California. The com
Asset Management
Sacramento, CA
14 As of 2015
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Overland Park, KS
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Kansas City, MO
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Genovese, Burford & Bros. Asset Management Competitors (28)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Creative Planning Private Equity-Backed Overland Park, KS 0000 00.000 000000000 00.000
00000000 000000 00 Private Equity-Backed Kansas City, MO 00 000000000000
0000000 000000000 Corporate Backed or Acquired Greensboro, NC 00 000000&0
000 0000000000 000 Corporation Petaluma, CA
000000 00000000 Private Equity-Backed Denver, CO 000 00000 0000000 0000 00000
You’re viewing 5 of 28 competitors. Get the full list »

Genovese, Burford & Bros. Asset Management 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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Genovese, Burford & Bros. Asset Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Genovese, Burford & Bros. Asset Management Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Placer Summit Financial Group 21-Sep-2017 0000000000 Consulting Services (B2B)
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