Doyle Wealth Management Overview

  • Founded
  • 2005
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 23
Employees
  • 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

Ownership Status
Acquired/Merged
(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
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Doyle Wealth Management Valuation & Funding

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

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Doyle Wealth Management Comparisons

Description
Primary
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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Doyle 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
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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
To view Doyle Wealth Management’s complete executive team members history, request access »

Doyle Wealth 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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