Greystone Financial Group Overview

  • Founded
  • 1993
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 51
Employees
  • Latest Deal Type
  • Merger of Eq.
  • Financing Rounds
  • 1

Greystone Financial Group General Information

Description

Provider of wealth management service. The company operates as a wealth management firm providing financial planning, portfolio management, retirement planning, tax planning, net worth and cash management services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 305 West Big Beaver Road
  • Troy, MI 48084
  • United States
+1 (248) 000-0000
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Greystone Financial Group Valuation & Funding

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

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Greystone Financial Group Executive Team (3)

Name Title Board Seat Contact Info
John Mullins Co-Founder and President
David Klose President
Todd Moss Vice President and Co-Founder
To view Greystone Financial Group’s complete executive team members history, request access »

Greystone 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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