Bronfman E.L. Rothschild Overview

  • Founded
  • 1997
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
Consulting Services (B2B)
Acquirer
Wealthspire Advisors
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 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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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
000000 000000 21-Jun-2017 0000 Restaurants and Bars
0000000000 00 31-Jan-2017 0000000000 Asset Management 0000 0000
000000 000000 19-Sep-2016 0000 Restaurants and Bars
00000000 0000 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 »