Ratio Wealth Group, LLC
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Ratio Wealth Group, LLC - overview
Established
2012
Location
Denver, CO, US
Primary Industry
Financial Services
About
Based in Colorado, US, and founded in 2012 by co-founders Derek Scarth and Graham Gerlach, Ratio Wealth Group, LLC, operates as a provider of financial advisory services to individuals and businesses, including risk management, estate planning, and asset management. In July 2024, Robertson Stephens Holdings, LLC, a portfolio company of Long Arc Capital, acquired Ratio Wealth Group. The company provides a wide range of financial advisory services, such as risk assessment, estate planning, asset management, retirement planning, business 401(k) advising, and asset transfer strategies. Moreover, the firm offers cash flow strategies, business succession planning, aggregation and reporting of assets, and insurance planning.
Additionally, the company also provides the aggregation and reporting of assets and pilot services.
Current Investors
Robertson Stephens Holdings, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Ratio Wealth Group, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Ratio Wealth Group, LLC | - |
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