Catalyst Financial Planning & Investment Management Overview

  • Founded
  • 1996
Founded
  • Status
  • Private
  • Employees
  • 10
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2

Catalyst Financial Planning & Investment Management General Information

Description

Provider of financial planning and investment consulting services to individuals, families, trusts, foundations, and retirement plans. The company also offers fiduciary auditing services and stock market news.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Primary Office
  • 70 Washington Street
  • Suite 203
  • Oakland, CA 94607
  • United States
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Catalyst Financial Planning & Investment Management Valuation & Funding

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

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Catalyst Financial Planning & Investment Management 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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