Doherty & Bryant Overview
- Founded
-
2009
- Status
-
Acquired/Merged
- Employees
-
5
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Doherty & Bryant General Information
Description
Provider of personal financial planning services in Calgary, Alberta. The company provides comprehensive wealth management services such as tax, retirement planning, wills and estate planning, insurance planning as well as 3rd party investment manager selection and monitoring.
Contact Information
Website
dohertybryant.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Parent Company
Primary Office
- Suite 200, 2nd Floor Eau Claire Market
- 200 Barclay Parade Southwest
- Calgary, Alberta T2P 4R5
- Canada
+1 (403) 000-0000
Doherty & Bryant Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Doherty & Bryant Executive Team (3)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Vic Bryant | Co-Founder, President & Partner | ||
| Jen Schmid | Fee-only Financial Planner | ||
| Russ Doherty | Co-Founder & Independent Wealth Advisor |
Doherty & Bryant Signals
Growth Rate
0.80%
Weekly
Growth
Growth
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
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
