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Coates Analytics Group

2004 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Developer of web based analytical tools. The company's web based analytical tools helps asset managers identify wholesaler territories and financial advisor targets, promote products in the marketplace, enabling clients to strengthen their competitive intelligence.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Business/Productivity Software
Other Industries
Financial Software
Acquirer
Primary Office
  • 3 Dickinson Drive
  • Chadds Ford, PA 19317
  • United States

Coates Analytics Group Valuation and Funding

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

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Coates Analytics Group Executive Team (2)

Name Title Board
Seat
Contact
Info
Frank Coates President & Chief Executive Officer
Daniel Kreuter Co-Founder