Financial Strategy Network Overview

  • Founded
  • 1991
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 11
Employees
  • Latest Deal Type
  • Merger of Eq.
  • Financing Rounds
  • 1

Financial Strategy Network General Information

Description

Provider of wealth management services. The company provides financial planning, investment management, insurance policies, investment advice and financial consulting services.

Contact Information

Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Primary Office
  • 1 North LaSalle Street
  • 33rd Floor
  • Chicago, IL 60602
  • United States
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Financial Strategy Network Valuation & Funding

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

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Financial Strategy Network Executive Team (4)

Name Title Board Seat Contact Info
Craig Richart Partner & Financial Planner
Jeffrey Toner Partner & Financial Planner
Steven Merdinger Partner & Financial Planner
James Weil Partner & Financial Planner
To view Financial Strategy Network’s complete executive team members history, request access »

Financial Strategy Network 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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