Sentinel Benefits & Financial Group Overview

  • Founded
  • 1987
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 206
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 4

Sentinel Benefits & Financial Group General Information

Description

Provider of wealth planning services. The company provides wealth planning services such as investment advisory services, retirement plan administration, actuarial consulting and others.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 100 Quannapowitt Parkway, Suite 300
  • P.O. Box 4010
  • Wakefield, MA 01880
  • United States
+1 (781) 000-0000
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Sentinel Benefits & Financial Group Valuation & Funding

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

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Sentinel Benefits & Financial Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of wealth planning services. The company provides wealth planning services such as investment advisory services
Consulting Services (B2B)
Wakefield, MA
206 As of 2015
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New York, NY
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New York, NY
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Sentinel Benefits & Financial Group Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Mercer Corporation New York, NY 00000
00000 & 00000000 0 Corporation New York, NY 00000 000000000000
You’re viewing 2 of 2 competitors. Get the full list »

Sentinel Benefits & Financial Group Executive Team (8)

Name Title Board Seat Contact Info
Samuel Mitchell Chief Executive Officer & President
Doug Dustin Chief Financial Officer
James Nestor Chief Compliance Officer
Todd Larson Chief Information Officer
Matthew McPhail Chief Investment Officer
You’re viewing 5 of 8 executive team members. Get the full list »

Sentinel Benefits & Financial Group 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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Sentinel Benefits & Financial Group Investments & Acquisitions (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 000000000 27-May-2015 00000 0000000 Other Commercial Services
0000000 & 0000000 11-Jul-2011 000000000000000000 Other Commercial Services 0000 000000000 00
00000000 000000000 16-Nov-2009 000000000000000000 Accounting, Audit and Tax Services (B2B)
Alliance Benefit Group of Michigan Merger/Acquisition Specialized Finance 000000 00000000
To view Sentinel Benefits & Financial Group’s complete investments and acquisitions history, request access »