Ronald Blue Trust Overview

  • Founded
  • 1979
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 270
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 2

Ronald Blue Trust General Information

Description

Provider of wealth management and trust services to family businesses and non-profit institutions. The company utilizes its proprietary and multidisciplinary financial planning software, investment vehicles, and estate planning strategies to provide intra-family succession and retirement planning, corporate structuring, employee financial advisory and other related services.

Contact Information

Website
www.ronblue.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Primary Office
  • 300 Colonial Center Parkway
  • Suite 300
  • Atlanta, GA 30076
  • United States
+1 (770) 000-0000
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Ronald Blue Trust Valuation & Funding

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

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Ronald Blue Trust Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of wealth management and trust services to family businesses and non-profit institutions. The company utilizes
Asset Management
Atlanta, GA
270 As of 2017
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Atlanta, GA
00 As of 0000
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Chicago, IL
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Ronald Blue Trust Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Balentine Formerly PE-Backed Atlanta, GA 00 000000000 -
000000000 00000000 Private Equity-Backed Chicago, IL 000 00.000 000000000 00.000
0000000 & 000000 Corporate Backed or Acquired San Diego, CA 00 000000&0
00000 000000000 00 Formerly PE-Backed New York, NY 0000 00000 00000000 00000
000000 0000000 000 Formerly PE-Backed Newport Beach, CA 000 0000 000000&0 0000
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Ronald Blue Trust Executive Team (3)

Name Title Board Seat Contact Info
Nicholas Stonestreet Chief Executive Officer, Chairman of the Board and Chief Investment Officer
Andrew Schmuhl JD Chief Operating Officer
Jesse Ostrom Chief Fiduciary Officer
To view Ronald Blue Trust’s complete executive team members history, request access »

Ronald Blue Trust 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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Ronald Blue Trust Investments (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000 19-Aug-2017 0000 Other Commercial Banks
HSBC Holdings 31-May-2017 PIPE International Banks
To view Ronald Blue Trust’s complete investments history, request access »