Cassaday & Company Overview
- Year Founded
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1993
- Status
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Acquired/Merged
- Employees
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88
- Latest Deal Type
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M&A
- Financing Rounds
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1
Cassaday & Company General Information
Description
Provider of wealth management services intended to provide objective guidance to investors seeking advice about financial situations. The company specializes in providing financial planning and investment management solutions including financial and retirement planning, tax management, estate planning, and investment solutions.
Contact Information
Website
www.cassaday.com(Operating Subsidiary)
Corporate Office
- 8180 Greensboro Drive
- Suite 1180
- McLean, VA 22102
- United States
Corporate Office
- 8180 Greensboro Drive
- Suite 1180
- McLean, VA 22102
- United States
Cassaday & Company Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Cassaday & Company Comparisons
Industry
Financing
Details
Cassaday & Company Competitors (32)
One of Cassaday & Company’s 32 competitors is Betterment, a Venture Capital-Backed company based in New York, NY.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Betterment | Venture Capital-Backed | New York, NY | ||||
| Janiczek Wealth Management | Private Equity-Backed | Denver, CO | ||||
| Fidelity | Corporation | Boston, MA | ||||
| Merrill Lynch Pierce Fenner & Smith | Corporate Backed or Acquired | New York, NY | ||||
| Jaffe Tilchin Investment Partners | Corporation | Tampa, FL |
Cassaday & Company Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Cassaday & Company FAQs
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When was Cassaday & Company founded?
Cassaday & Company was founded in 1993.
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Where is Cassaday & Company headquartered?
Cassaday & Company is headquartered in McLean, VA.
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What is the size of Cassaday & Company?
Cassaday & Company has 88 total employees.
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What industry is Cassaday & Company in?
Cassaday & Company’s primary industry is Asset Management.
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Is Cassaday & Company a private or public company?
Cassaday & Company is a Private company.
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What is Cassaday & Company’s current revenue?
The current revenue for Cassaday & Company is .
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Who are Cassaday & Company’s competitors?
Betterment, Janiczek Wealth Management, Fidelity, Merrill Lynch Pierce Fenner & Smith, and Jaffe Tilchin Investment Partners are some of the 32 competitors of Cassaday & Company.
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When was Cassaday & Company acquired?
Cassaday & Company was acquired on 31-Dec-2021.
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Who acquired Cassaday & Company?
Cassaday & Company was acquired by Focus Financial Partners.
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