Greystone Financial Group Overview

  • Founded
  • 1993

Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 51

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Greystone Financial Group General Information

Description

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

Website
www.greystonefg.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Polaris Wealth Advisory Group
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/
EBITDA		 Post-Val Status Debt

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Greystone Financial Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
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
You’re viewing 5 of 13 competitors. Get the full list »

Greystone Financial Group Signals

Growth Rate

0.80% Weekly
Growth
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

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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