One Capital Management Overview
- Founded
-
2001
- Status
-
Acquired/Merged
- Employees
-
48
- Latest Deal Type
-
M&A
- Financing Rounds
-
3
- Investments
-
2
One Capital Management General Information
Description
Operator of investment management firm intending to help clients in achieving investment objectives. The company provides investment management, wealth management, family office group, retirement solutions and strategic partners thereby assuring that the clients keep most of what they earned.
Contact Information
Website
www.onecapital.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Primary Office
- 3075 Townsgate Road
- Suite 350
- Westlake Village, CA 91361
- United States
+1 (805) 000-0000
One Capital Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
One Capital Management Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financing
Details
Operator of investment management firm intending to help clients in achieving investment objectives. The company provide
Asset Management
Westlake Village, CA
48
As of 2022
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Scottsdale, AZ
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Saint Petersburg, FL
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Add Comparison
One Capital Management Competitors (11)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Rowland Carmichael Advisors | Private Equity-Backed | Scottsdale, AZ | 0000 | 000000000000 | ||
| 00000 000000 00000 | Corporate Backed or Acquired | Saint Petersburg, FL | 00 | 000000&0 | ||
| 000000000 | Formerly PE-Backed | Atlanta, GA | 00 | 000000000 - | ||
| 0000 0000000000 00 | Corporate Backed or Acquired | New York, NY | 00 | 00000 | 00000000000 | 00000 |
| 00000000 000000000 | Corporation | Aliso Viejo, CA |
One Capital Management Executive Team (4)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Patrick Bowen | President | ||
| Donald McDonald | Founder & Managing Director | ||
| Dan Stridsberg | Managing Director | ||
| Steve Cowley | Chief Investment Officer |
One Capital Management Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %
-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
One Capital Management Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
One Capital Management Investments & Acquisitions (2)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000000000 | 18-Oct-2022 | 00000 0000 | Financial Software | ||
| Professional Planning | 01-Oct-2020 | Merger/Acquisition | Other Financial Services | 0000000 0 |
One Capital Management Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 000000000000 00000 | Other Financial Services | Thousand Oaks, CA | 0000 |