Woodbury Financial Services Overview
- Year Founded
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1968
- Status
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Acquired/Merged
- Employees
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1,200
- Latest Deal Type
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M&A
- Financing Rounds
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1
- Investments
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6
Woodbury Financial Services General Information
Description
Provider of wealth management services based in Oakdale, Minnesota. The company acts as an independent broker-dealer offering securities selling, investment advisory, retirement planning and portfolio management services to clients.
Contact Information
Website
www.woodburyfinancial.com(Operating Subsidiary)
Corporate Office
- 7755 3rd Street North
- Oakdale, MN 55128
- United States
Corporate Office
- 7755 3rd Street North
- Oakdale, MN 55128
- United States
Woodbury Financial Services Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Woodbury Financial Services Comparisons
Industry
Financing
Details
Woodbury Financial Services Competitors (31)
One of Woodbury Financial Services’s 31 competitors is LPL Financial Holdings, a Formerly PE-Backed company based in San Diego, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| LPL Financial Holdings | Formerly PE-Backed | San Diego, CA | ||||
| Securities America | Corporate Backed or Acquired | La Vista, NE | ||||
| T. Rowe Price Group | Corporation | Baltimore, MD | ||||
| Baker Street Advisors | Corporate Backed or Acquired | San Francisco, CA | ||||
| Osaic | Private Equity-Backed | Scottsdale, AZ |
Woodbury Financial Services Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Woodbury Financial Services Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Woodbury Financial Services Acquisitions (6)
Woodbury Financial Services’s most recent deal was a Merger/Acquisition with Life Certain Wealth Strategies. The deal was made on 14-May-2020.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Life Certain Wealth Strategies | 14-May-2020 | Merger/Acquisition | Other Financial Services | ||
| Questar Capital | 01-Mar-2019 | Merger/Acquisition | Brokerage | ||
| LifeWealth Principles | 08-Aug-2018 | Merger/Acquisition | Other Financial Services | ||
| National Financial Advisors | 08-Aug-2018 | Merger/Acquisition | Consulting Services (B2B) | ||
| Capital One Investing | 10-Apr-2018 | Merger/Acquisition | Brokerage |
Woodbury Financial Services Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| LifeWealth Principles | Golden, CO | 1998 |
Woodbury Financial Services FAQs
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When was Woodbury Financial Services founded?
Woodbury Financial Services was founded in 1968.
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Where is Woodbury Financial Services headquartered?
Woodbury Financial Services is headquartered in Oakdale, MN.
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What is the size of Woodbury Financial Services?
Woodbury Financial Services has 1,200 total employees.
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What industry is Woodbury Financial Services in?
Woodbury Financial Services’s primary industry is Asset Management.
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Is Woodbury Financial Services a private or public company?
Woodbury Financial Services is a Private company.
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What is the current valuation of Woodbury Financial Services?
The current valuation of Woodbury Financial Services is .
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What is Woodbury Financial Services’s current revenue?
The current revenue for Woodbury Financial Services is .
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Who are Woodbury Financial Services’s investors?
The Hartford Insurance Group has invested in Woodbury Financial Services.
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Who are Woodbury Financial Services’s competitors?
LPL Financial Holdings, Securities America, T. Rowe Price Group, Baker Street Advisors, and Osaic are some of the 31 competitors of Woodbury Financial Services.
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When was Woodbury Financial Services acquired?
Woodbury Financial Services was acquired on 03-Dec-2012.
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Who acquired Woodbury Financial Services?
Woodbury Financial Services was acquired by Sunamerica Annuity and Life Assurance Company.
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