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
(Operating Subsidiary)
- 303 Broadway
- Suite 1500
- Cincinnati, OH 45202
- United States
Capital Analysts Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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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

Growth

Size Multiple


Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

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Request a free trialCapital Analysts Former Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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