Weiss Advisory Group Overview

  • Year Founded
  • 2003

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 5


  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Weiss Advisory Group General Information


Provider of tax and accounting services catering to businesses and individuals. The company provides tax return preparation, corporate tax planning, franchise tax return, tax audit and examination representation services.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Parent Company
Corporate Office
  • 704 Route 6
  • Mahopac, NY 10541
  • United States
+1 (845) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Weiss Advisory Group Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Weiss Advisory Group‘s full profile, request access.

Request a free trial

Weiss Advisory Group Executive Team (3)

Name Title Board Seat Contact Info
Keith Weiss Partner & Managing Member
Richard Weiss Founder & Consultant
You’re viewing 2 of 3 executive team members. Get the full list »

Weiss Advisory Group Signals

Growth Rate

0.80% Weekly
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


Similarweb Unique Visitors


Majestic Referring Domains


PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Weiss Advisory Group FAQs

  • When was Weiss Advisory Group founded?

    Weiss Advisory Group was founded in 2003.

  • Who is the founder of Weiss Advisory Group?

    Richard Weiss is the founder of Weiss Advisory Group.

  • Where is Weiss Advisory Group headquartered?

    Weiss Advisory Group is headquartered in Mahopac, NY.

  • What is the size of Weiss Advisory Group?

    Weiss Advisory Group has 5 total employees.

  • What industry is Weiss Advisory Group in?

    Weiss Advisory Group’s primary industry is Accounting, Audit and Tax Services (B2B).

  • Is Weiss Advisory Group a private or public company?

    Weiss Advisory Group is a Private company.

  • What is Weiss Advisory Group’s current revenue?

    The current revenue for Weiss Advisory Group is 000000.

  • When was Weiss Advisory Group acquired?

    Weiss Advisory Group was acquired on 27-Jan-2009.

  • Who acquired Weiss Advisory Group?

    Weiss Advisory Group was acquired by Gilman Ciocia.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »