Fairport Wealth Overview

  • Year Founded
  • 1963

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 50

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 3

  • Investments
  • 3

Fairport Wealth General Information

Description

Provider of wealth management services catering to high net-worth individuals, business owners and executives. The company offers services like tax planning, investment management, real estate planning, and insurance advisory, thereby providing clients with customized services to help them achieve their financial objectives.

Contact Information

Website
www.fairportwealth.com
Formerly Known As
Hickory Group, Roulston and Company, Fairport Asset Management
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
WealthTrust (acquired)
Primary Office
  • 1350 Euclid Avenue
  • Suite 400
  • Cleveland, OH 44115
  • United States
+1 (216) 000-0000

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Fairport Wealth Valuation & Funding

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

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Fairport Wealth Executive Team (16)

Name Title Board Seat Contact Info
Matthew Logar Chief Executive Officer
Brant Appel JD Chief Operating Officer
Kristen Lucas Managing Director & Chief Marketing Officer
Andrew Connors Managing Director and Chief Growth Officer
Emily Drake Managing Director, Chief Experience Officer and Wealth Advisor
You’re viewing 5 of 16 executive team members. Get the full list »

Fairport Wealth Board Members (2)

Name Representing Role Since
0000000 00000000 Fairport Wealth Managing Partner and Chairwoman 000 0000
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Fairport Wealth 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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Fairport Wealth Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Fairport Wealth Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000 01-Aug-2023 0000000000 Other Financial Services 0000000 0
000 00000000 07-Oct-2021 0000000000 Consulting Services (B2B) 0000000 0
Leonetti & Associates 01-Jan-2019 Merger/Acquisition Other Financial Services
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Fairport Wealth Subsidiaries (1)

Company Name Industry Location Founded
000000 000 Other Financial Services Cherry Hill, NJ 0000
To view Fairport Wealth’s complete subsidiaries history, request access »