Cornerstone Financial Consultants Overview
- Founded
-
1983
- Status
-
Acquired/Merged
- Employees
-
16
- Latest Deal Type
-
IBO
- Financing Rounds
-
2
Cornerstone Financial Consultants General Information
Description
Provider of wealth management services. The company is engaged in providing succession development, compensation planning and wealth transfer services.
Contact Information
Website
www.cornerstoneadvisors.com
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
- 1802 Hamilton Street
- Allentown, PA 18104
- United States
+1 (800) 000-0000
Cornerstone Financial Consultants Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Cornerstone Financial Consultants Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| John R. Yaissle | Founder and President | ||
| Lydia Shen | Managing Director |
Cornerstone Financial Consultants Signals
Growth Rate
0.80%
Weekly
Growth
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
Cornerstone Financial Consultants Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|