RBC Wealth Management (5 Private Client Group Branches) Overview

  • Status
  • Acquired/​Merged

  • Employees
  • 32

Employees
  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

RBC Wealth Management (5 Private Client Group Branches) General Information

Description

Provider of investment advice services. The company offers brokerage, investment and management consultancy services and other financial advisory services through the five subsidiaries in Plymouth, Flint, East Lansing, Brighton in Michigan and Beachwood, Ohio.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Primary Office
  • Minneapolis, MN
  • United States

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RBC Wealth Management (5 Private Client Group Branches) Valuation & Funding

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

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RBC Wealth Management (5 Private Client Group Branches) 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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RBC Wealth Management (5 Private Client Group Branches) Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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