Investment Professionals Overview

  • Founded
  • 1992
  • Status
  • Acquired/​Merged
  • Employees
  • 200
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 1

Investment Professionals General Information


Provider of investment and insurance brokerage services. The company's financial products and investment and insurance brokerage, turn-key fixed income, marketing, custody and bank consulting services specializes in building profitable on-site investment programs for community financial institutions and credit unions nationwide.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Insurance Brokers
Primary Office
  • 16414 San Pedro Avenue
  • Suite 300
  • San Antonio, TX 78232
  • United States
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Investment Professionals Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Investment Professionals Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of investment and insurance brokerage services. The company's financial products and investment and insurance b
Asset Management
San Antonio, TX
200 As of 2017


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New York, NY
00000 As of 0000
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San Francisco, CA
000 As of 0000
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Investment Professionals Competitors (22)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
BlackRock Corporation New York, NY 00000 00000 00000000000 00000
000 00000 Corporation San Francisco, CA 000 0000 000000000 - 0000
0000 000000 000000 Corporate Backed or Acquired Richmond, VA 00 000.00 000000000 - 000.00
000000 000000000 Corporation Saint Louis, MO 0000
00000000 000000000 Corporation San Mateo, CA 00000 00000 000000000 00000
You’re viewing 5 of 22 competitors. Get the full list »

Investment Professionals Signals

Growth Rate

0.80% Weekly
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


Similarweb Unique Visitors


Majestic Referring Domains


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Investment Professionals Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000000 0 04-Oct-2010 000000000000000000 Asset Management
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