Walter & Co Financial Planning Overview

  • Founded
  • 2002
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 6
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Walter & Co Financial Planning General Information

Description

Provider of financial services. The company provides fee-based financial planning services to private individuals and trustees regarding investment, cash flow and tax-planning.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Accounting, Audit and Tax Services (B2C)
Acquirer
BRI Wealth Management
Primary Office
  • 55a High Street
  • Bridgnorth WV16 4DX
  • England, United Kingdom
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Walter & Co Financial Planning Valuation & Funding

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

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Walter & Co Financial Planning Executive Team (2)

Name Title Board Seat Contact Info
Howard Walter President
Tim Walter Director & Founder
To view Walter & Co Financial Planning’s complete executive team members history, request access »

Walter & Co Financial Planning 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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