Capital Analysts Overview

  • Founded
  • 1968
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 280
Employees
  • 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

Ownership Status
Acquired/Merged
(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
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Capital Analysts Valuation & Funding

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

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Capital Analysts Executive Team (2)

Name Title Board Seat Contact Info
Steve Mayhew Senior Vice President & Chief Investment Officer
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Capital Analysts 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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Capital Analysts Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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