Private Ocean Overview

  • Founded
  • 2009

Founded
  • Status
  • Acquired/​Merged

  • Employees
  • 46

Employees
  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 2

Private Ocean General Information

Description

Provider of investment management and consultancy services based in San Rafael, California. The company offers services on financial planning, strategy planning, wealth management, helping clients to manage their assets.

Contact Information

Formerly Known As
Salient-Friedman Wealth Management
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 100 Smith Ranch Road
  • Suite 300
  • San Rafael, CA 94903
  • United States

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Private Ocean Valuation & Funding

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

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Private Ocean Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of investment management and consultancy services based in San Rafael, California. The company offers services
Consulting Services (B2B)
San Rafael, CA
46 As of 2021
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000000

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0000000000, 00000 000 000 00000000 (000)
Los Angeles, CA
000000000 -
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Private Ocean Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
000000000 Corporate Backed or Acquired Los Angeles, CA 000000000 -
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Private Ocean 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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Private Ocean Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Private Ocean Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000 24-Sep-2018 0000000000 Other Financial Services 0000000 0
Lakeview Financial Group 17-Jan-2018 Merger/Acquisition Asset Management 0000000 0
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Private Ocean Subsidiaries (1)

Company Name Industry Location Founded
000000 000000000 0 Other Financial Services San Francisco, CA 0000
To view Private Ocean’s complete subsidiaries history, request access »