Woodbury Financial Services Overview

  • Founded
  • 1910
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 1,200
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 5

Woodbury Financial Services General Information

Description

Woodbury Financial Services is a provider of financial services. The company offers securities selling, investment advisory, retirement planning, and portfolio management services. It was founded in 1910 and is headquartered in Oakdale, Minnesota.

Contact Information

Formerly Known As
Fortis Investors
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Insurance Brokers
Other Industries
Other Financial Services
Brokerage
Primary Office
  • 7755 3rd Street North
  • Oakdale, MN 55128
  • United States
+1 (888) 000-0000
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Woodbury Financial Services Valuation & Funding

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

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Woodbury Financial Services Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Woodbury Financial Services is a provider of financial services. The company offers securities selling, investment advis
Insurance Brokers
Oakdale, MN
1,200 As of 2018
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000000000
Boston, MA
0000 As of 0000
00000
000000000 00 00000

0000 000

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00000 0000000 00000000000000000000
Boston, MA
00000 As of 0000
00.000
000 0000-00-00
000000&0 00.000
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Woodbury Financial Services Competitors (41)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
LPL Financial Formerly PE-Backed Boston, MA 0000 00000 000000000 00 00000
0000 0000000 00000 Corporate Backed or Acquired Boston, MA 00000 00.000 000000&0 00.000
0000000000 0000000 Corporation Southfield, MI
0000000000 0000000 Corporation Bedford, NH
000 0000 0000 0000 Corporation New York, NY
You’re viewing 5 of 41 competitors. Get the full list »

Woodbury Financial Services Executive Team (4)

Name Title Board Seat Contact Info
Rick Fergesen President & Chief Executive Officer
To view Woodbury Financial Services’s complete executive team members history, request access »

Woodbury Financial Services Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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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Woodbury Financial Services Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Woodbury Financial Services Acquisitions (5)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 0000000 00000 14-May-2020 000000000000000000 Consulting Services (B2B) 0000 00000000
0000000 0000000 01-Mar-2019 000000000000000000 Brokerage 0000 00000000
0000000000 0000000 08-Aug-2018 000000000000000000 Other Financial Services 0000 00000000
00000000 000000000 08-Aug-2018 000000000000000000 Consulting Services (B2B) 0000 00000000
Capital One Investing 10-Apr-2018 Merger/Acquisition Other Financial Services 0000 00000000
To view Woodbury Financial Services’s complete acquisitions history, request access »

Woodbury Financial Services Subsidiaries (3)

Company Name Industry Location Founded
National Financial Advisors Consulting Services (B2B) Denver, CO 2008
0000 0000000 00000 Consulting Services (B2B) Greenwood Village, CO 0000
0000000000 0000000 Other Financial Services Golden, CO 0000
To view Woodbury Financial Services’s complete subsidiaries history, request access »