Bronfman E.L. Rothschild Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 100

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 3

  • Investments
  • 5

Bronfman E.L. Rothschild General Information

Description

Provider of wealth management and financial advisory services. The company offers advisory services for wealthy individuals and families, institutions and retirement plans and services that enable the clients to plan their investments in a proper and goal-oriented manner, thereby increasing their return on investments.

Contact Information

Website
www.belr.com
Formerly Known As
Virchow Krause Wealth Management, Baker Tilly Investment Advisors
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Primary Office
  • 1 Preserve Parkway
  • Suite 610
  • Rockville, MD 20852
  • United States

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Bronfman E.L. Rothschild Valuation & Funding

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

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Bronfman E.L. Rothschild Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth management and financial advisory services. The company offers advisory services for wealthy individu
Other Financial Services
Rockville, MD
100 As of 2019
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Saint Louis, MO
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Overland Park, KS
0000 As of 0000
00.000
000000000 00.000
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Bronfman E.L. Rothschild Competitors (27)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Edward Jones Venture Capital-Backed Saint Louis, MO 00000 00000 0000000000 0 00000
00000000 00000000 Private Equity-Backed Overland Park, KS 0000 00.000 000000000 00.000
000000 00000000000 Formerly PE-Backed Camas, WA 0000 000 00000000000 000
000000 00000000 Private Equity-Backed Denver, CO 000 00000 0000000 0000 00000
0000, 000000 & 000 Private Equity-Backed Washington, DC 00 000000000000
You’re viewing 5 of 27 competitors. Get the full list »

Bronfman E.L. Rothschild 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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Bronfman E.L. Rothschild Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Bronfman E.L. Rothschild Investments & Acquisitions (5)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Pollo Operations 21-Jun-2017 0000 Restaurants and Bars
TriCapital Advisors 31-Jan-2017 0000000000 Asset Management 0000 0000
Pollo Operations 19-Sep-2016 0000 Restaurants and Bars
Highline Wealth Management 11-Aug-2015 0000000000 Thrifts and Mortgage Finance 00000 000
Lake Country Wealth Management 30-Apr-2015 Merger/Acquisition Consulting Services (B2B) 00000 000
To view Bronfman E.L. Rothschild’s complete investments and acquisitions history, request access »

Bronfman E.L. Rothschild Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
Pollo Operations 21-Jun-2017 0000 Completed
  • 6 buyers
Pollo Operations 19-Sep-2016 PIPE Completed
  • 4 buyers
To view Bronfman E.L. Rothschild’s complete exits history, request access »