Doherty & Bryant Overview
- Founded
- 2009

- Status
- Acquired/Merged
- Employees
- 4

- 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
(Operating Subsidiary)
- Suite 200, 2nd Floor Eau Claire Market
- 200 Barclay Parade Southwest
- Calgary, Alberta T2P 4R5
- Canada
Doherty & Bryant Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
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Request a free trialDoherty & 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

Growth

Size Multiple


Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

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