Sheridan Road Financial Overview

  • Founded
  • 2005
  • Status
  • Acquired/​Merged
  • Employees
  • 43
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Sheridan Road Financial General Information


Provider of retirement and private wealth consulting services. The company's offerings include investment management, retirement plan expertise, fiduciary services, wealth management, financial and retirement services planning and specialized executive benefit services, enabling corporate, not-for-profit and individual clients to get customized strategies.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 707 Skokie Boulevard
  • Suite 400
  • Northbrook, IL 60062
  • United States
+1 (847) 000-0000
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Sheridan Road Financial Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Sheridan Road Financial Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of retirement and private wealth consulting services. The company's offerings include investment management, re
Asset Management
Northbrook, IL
43 As of 2019


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Austin, TX


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Norfolk, VA
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Sheridan Road Financial Competitors (8)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Blackhaw Wealth Management Corporate Backed or Acquired Austin, TX 000000&0
00000000 00000 & 0 Corporation Norfolk, VA 00 0000000 0000
00000 000000 00000 Corporate Backed or Acquired San Francisco, CA 00 000000&0
0000 000000000 000 Private Equity-Backed Houston, TX 000000000000
0000000 00000 0000 Corporation Austin, TX
You’re viewing 5 of 8 competitors. Get the full list »

Sheridan Road Financial Executive Team (5)

Name Title Board Seat Contact Info
Daniel Bryant Founder, Chief Executive Officer and Managing Partner
Karen Campbell Chief Financial Officer
Kim Elliott Chief Compliance Officer and General Counsel
Chris Karam Chief Investment Officer
Sheri Fitts Chief Marketing Officer
To view Sheridan Road Financial’s complete executive team members history, request access »

Sheridan Road Financial 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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