Sheridan Road Financial Overview
- Year Founded
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2005
- Status
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Acquired/Merged
- Employees
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43
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
Sheridan Road Financial General Information
Description
Provider of retirement and private wealth consulting services intended to provide defined contribution (DC) retirement plans in the United States. 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
Website
www.sheridanroad.comCorporate Office
- 707 Skokie Boulevard
- Suite 400
- Northbrook, IL 60062
- United States
Corporate Office
- 707 Skokie Boulevard
- Suite 400
- Northbrook, IL 60062
- United States
Sheridan Road Financial Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Sheridan Road Financial Comparisons
Industry
Financing
Details
Sheridan Road Financial Competitors (5)
One of Sheridan Road Financial’s 5 competitors is Aspiriant, a Corporate Backed or Acquired company based in Los Angeles, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Aspiriant | Corporate Backed or Acquired | Los Angeles, CA | ||||
| Cabana Asset Management | Corporate Backed or Acquired | Fayetteville, AR | ||||
| Kestra Financial | Private Equity-Backed | Austin, TX | ||||
| Next Financial Group | Formerly PE-Backed | Houston, TX | ||||
| Burnham Benefits Insurance Services | Corporate Backed or Acquired | Irvine, CA |
Sheridan Road Financial Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Sheridan Road Financial FAQs
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When was Sheridan Road Financial founded?
Sheridan Road Financial was founded in 2005.
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Where is Sheridan Road Financial headquartered?
Sheridan Road Financial is headquartered in Northbrook, IL.
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What is the size of Sheridan Road Financial?
Sheridan Road Financial has 43 total employees.
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What industry is Sheridan Road Financial in?
Sheridan Road Financial’s primary industry is Other Financial Services.
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Is Sheridan Road Financial a private or public company?
Sheridan Road Financial is a Private company.
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What is Sheridan Road Financial’s current revenue?
The current revenue for Sheridan Road Financial is .
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Who are Sheridan Road Financial’s competitors?
Aspiriant, Cabana Asset Management, Kestra Financial, Next Financial Group, and Burnham Benefits Insurance Services are competitors of Sheridan Road Financial.
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When was Sheridan Road Financial acquired?
Sheridan Road Financial was acquired on 09-Jan-2019.
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Who acquired Sheridan Road Financial?
Sheridan Road Financial was acquired by Hub International.
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