Doherty & Bryant Overview

  • Founded
  • 2009
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 4
Employees
  • 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

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Primary Office
  • Suite 200, 2nd Floor Eau Claire Market
  • 200 Barclay Parade Southwest
  • Calgary, Alberta T2P 4R5
  • Canada
+1 (403) 000-0000
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Doherty & Bryant Valuation & Funding

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

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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
To view Doherty & Bryant’s complete executive team members history, request access »

Doherty & Bryant 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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