The Enrichment Group Overview

  • Founded
  • 1987
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 11
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

The Enrichment Group General Information

Description

Provider of investment advisory and financial planning services. The company consists of financial professionals, who help clients in evaluating money and provide them with wealth and monetary planning services.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Parent Company
Pinnacle Advisory Group
Primary Office
  • 7355 Southwest 87th Avenue
  • Suite 300
  • Miami, FL 33173
  • United States
+1 (305) 000-0000
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The Enrichment Group Valuation & Funding

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

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The Enrichment Group Executive Team (3)

Name Title Board Seat Contact Info
Kathleen Day Senior Planner, Chief Executive Officer & Founder
Pat Day Vice President & Senior Equity Partner
May Cheung Wealth Manager & Chief Financial Planner
To view The Enrichment Group’s complete executive team members history, request access »

The Enrichment Group 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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