RFG Advisory, LLC
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RFG Advisory, LLC - overview
Established
2003
Location
-, AL, US
Primary Industry
Financial Services
About
Founded in 2003 by its CEO, Bobby White, and based in Alabama, US, RFG Advisory, LLC, operates as a provider of consulting services such as technology, investment management, marketing, compliance, business consulting, and operational support. In August 2023, Long Ridge Equity Partners invested in RFG Advisory, LLC. As of 2023, the company has offered services to brands like Sable Point Wealth Management, Willow Private Wealth, Resolute Wealth Management, and many more. The company offers various financial advisory services, helping clients with wealth management solutions, investments, and financial guidance.
The company also provides various business support services by partnering with various advisory firms to help them develop various marketing strategies and create their brands. The company plans to use the August 2023 funding to invest in areas of the business such as technology, marketing and branding, business development, and investment management.
Current Investors
Long Ridge
Primary Industry
Financial Services
Sub Industries
Consulting Services, eMarketing/Digital Marketing, Investment Banking
Website
www.rfgadvisory.com
Verticals
FinTech
Company Stage
Mature - Growth Capital
Total Amount Raised
Subscriber access only
RFG Advisory, 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 | RVA Wealth Management | - | ||||||||
| Growth | Completed | RFG Advisory, LLC | - |
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