Cornerstone Financial Consultants Overview

  • Founded
  • 1983
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 16
Employees
  • 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

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
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Cornerstone Financial Consultants Valuation & Funding

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

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Cornerstone Financial Consultants Executive Team (2)

Name Title Board Seat Contact Info
John R. Yaissle Founder and President
Lydia Shen Managing Director
To view Cornerstone Financial Consultants’s complete executive team members history, request access »

Cornerstone Financial Consultants 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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Cornerstone Financial Consultants Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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