Gries Financial Partners Overview

  • Founded
  • 1978

Founded
  • Status
  • Acquired/​Merged

  • Employees
  • 22

Employees
  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 5

Gries Financial Partners General Information

Description

Provider of conflict-free investment and wealth management counsel services intended to offer fee-based registered investment services. The company's conflict-free investment and wealth management counsel services include family office facilities, investment advisory and asset under management, enabling high net worth and institutional audiences to avail themselves of a range of investment services.

Contact Information

Website
www.gries.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
The 4100 Group
Primary Office
  • 1801 East 9th Street
  • Suite 1600
  • Cleveland, OH 44114
  • United States
+1 (216) 000-0000

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Gries Financial Partners Valuation & Funding

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

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Gries Financial Partners Executive Team (3)

Name Title Board Seat Contact Info
Rob Herman Chief Executive Officer
Ken Brodkowitz Chief Investment Officer
Sarah Gries Founder
To view Gries Financial Partners’s complete executive team members history, request access »

Gries Financial Partners Board Members (1)

Name Representing Role Since
000000 0000 00 Gries Financial Partners Chairman 000 0000
To view Gries Financial Partners’s complete board members history, request access »

Gries Financial Partners 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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Gries Financial Partners Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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