Greystone Financial Group Overview

  • Founded
  • 1993


  • Status
  • Acquired/​Merged

  • Employees
  • 51


  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Greystone Financial Group General Information


Provider of wealth management services intended to serve high-net-worth individuals. The company offers a wide range of services including financial planning, portfolio management, retirement planning and tax planning, thereby monitoring global markets to provide insight and advice to its clients to help them accomplish their long-term financial goals.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 305 West Big Beaver Road
  • Troy, MI 48084
  • United States

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Greystone Financial Group Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Greystone Financial Group Comparisons

HQ Location
Total Raised
Post Valuation
Provider of wealth management services intended to serve high-net-worth individuals. The company offers a wide range of
Asset Management
Troy, MI
51 As of 2015

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Jupiter, FL


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Birmingham, MI
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Greystone Financial Group Competitors (13)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Core Wm Corporation Jupiter, FL
0000000 000000 000 Corporation Birmingham, MI
000000 000000 0000 Corporation Estero, FL
00000000 00000000 Private Equity-Backed Atlanta, GA 00 000000000000
0000000 000000000 Private Equity-Backed Ann Arbor, MI 00 000000000000
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Greystone Financial 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


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