Doyle Wealth Management Overview
- Founded
- 2005
- Status
- Acquired/Merged
- Employees
- 23
- Latest Deal Type
- M&A
- Financing Rounds
- 1
Doyle Wealth Management General Information
Description
Provider of wealth management services based in Saint Petersburg, Florida. The company offers financial planning, investment strategy and investment advisory services, thus delivering customized investment portfolio designed as per its clients goals.
Contact Information
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Primary Office
- 333 Third Avenue North
- Suite 300
- Saint Petersburg, FL 33701
- United States
+1 (800) 000-0000
Doyle Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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Request a free trialDoyle Wealth Management Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of wealth management services based in Saint Petersburg, Florida. The company offers financial planning, invest
Asset Management
Saint Petersburg, FL
23
As of 2020
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Seattle, WA
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Los Angeles, CA
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Request a free trialDoyle Wealth Management Competitors (4)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Russell Investments Group | Private Equity-Backed | Seattle, WA | 0000 | 00000000. 00 | ||
| 0000000000 | Corporation | Los Angeles, CA | 000 | 0000 | 0000000 0000 | 0000 |
| 0000000 0000000000 | Corporate Backed or Acquired | Newport Beach, CA | 0000 | 00000 | 000000000 | 00000 |
| 0000000 000000 000 | Corporation | San Diego, CA |
Doyle Wealth Management Executive Team (4)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Robert Doyle | Co-Founder, President & Chief Investment Officer | ||
| Jillian Doyle | Co-Founder & Chief Financial Officer | ||
| Anne McMullen | Chief Development Officer |
Doyle Wealth Management Signals
Growth Rate
0.80%
Weekly
Growth
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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