Capital Analysts Overview
- Founded
- 1968
- Status
- Acquired/Merged
- Employees
- 280
- Latest Deal Type
- M&A
- Financing Rounds
- 1
Capital Analysts General Information
Description
Provider of turn-key wealth management services. The company provides a turn-key wealth management services platform through personalized service and advanced technology serving as a business partner to independent financial advisers who offer comprehensive wealth management to affluent clients.
Contact Information
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Primary Office
- 303 Broadway
- Suite 1500
- Cincinnati, OH 45202
- United States
+1 (513) 000-0000
Capital Analysts Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
This information is available in the PitchBook Platform. To explore Capital Analysts‘s full profile, request access.
Request a free trialCapital Analysts Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Steve Mayhew | Senior Vice President & Chief Investment Officer |
Capital Analysts Signals
Growth Rate
0.80%
Weekly
Growth
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
PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.
Request a free trialCapital Analysts Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
This information is available in the PitchBook Platform. To explore Capital Analysts‘s full profile, request access.
Request a free trial