Ancora Inverness Overview

  • Founded
  • 2002

  • Status
  • Acquired/​Merged

  • Employees
  • 15

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Ancora Inverness General Information


Provider of wealth management services. The company is engaged in offering asset management, financial planning and investment advisory services.

Contact Information

Formerly Known As
Inverness Holdings
Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Holding Companies
Other Industries
Other Financial Services
Primary Office
  • One Chagrin Highlands
  • 2000 Auburn Drive, Suite 440
  • Beachwood, OH 44122
  • United States
+1 (216) 000-0000

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Ancora Inverness Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Ancora Inverness Executive Team (5)

Name Title Board Seat Contact Info
Howard Essner JD Principal & Chief Operating Officer
Richard Renner Founder & Managing Principal
Robert Renner Senior Portfolio Manager & Chief Compliance Officer
Jeffrey van Fossen JD Principal & Co-Chief Investment Officer
Michael Santelli Co-Chief Investment Officer
To view Ancora Inverness’s complete executive team members history, request access »

Ancora Inverness Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-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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