Martin Financial Group Overview

  • Founded
  • 2001
  • Status
  • Acquired/​Merged
  • Employees
  • 8
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Martin Financial Group General Information


Provider of wealth management services. The company's services include investment advisory, investment management, retirement planning, estate planning, tax planning and financial planning, providing its clients with a single advisor and assistant who provide independent, objective and unbiased financial advice.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Mariner Wealth Advisors
Primary Office
  • 3707 Charlestown Road, C-2
  • New Albany, IN 47150
  • United States
+1 (812) 000-0000
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Martin Financial Group Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Martin Financial Group Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of wealth management services. The company's services include investment advisory, investment management, retir
Asset Management
New Albany, IN
8 As of 2019


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Northbrook, IL
00 As of 0000


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Austin, TX
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Martin Financial Group Competitors (7)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sheridan Road Financial Private Equity-Backed Northbrook, IL 00 000000000000
00000000 000000 00 Corporate Backed or Acquired Austin, TX 000000&0
00000 000000 00000 Corporate Backed or Acquired San Francisco, CA 00 000000&0
0000 000000000 000 Private Equity-Backed Houston, TX 000000000000
00000000 000000000 Formerly PE-Backed Tarrytown, NY 00 000000&0
You’re viewing 5 of 7 competitors. Get the full list »

Martin Financial Group Executive Team (1)

Name Title Board Seat Contact Info
Wesley Martin Founder, Chief Investment Officer, Investments & Principal
To view Martin Financial Group’s complete executive team members history, request access »

Martin Financial Group Signals

Growth Rate

0.80% Weekly
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


Similarweb Unique Visitors


Majestic Referring Domains


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