Doyle Wealth Management - Ownership and Business Overview

Financial ServicesCompany

Doyle Wealth Management Ownership

Who owns Doyle Wealth Management?

Doyle Wealth Management is owned by CI Financial. It was acquired on November 5, 2020.

Doyle Wealth Management Business Overview

Where is Doyle Wealth Management headquartered?

Doyle Wealth Management is headquartered in St. Petersburg, Florida.

What sector is Doyle Wealth Management in?

Doyle Wealth Management is a financial services company.

Financial Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2020. The largest financial services acquisition in 2020 was E*TRADE Financial - which was acquired by Morgan Stanley for $13.0B.

Join Mergr to view all 178 acquisitions of financial services companies in 2020, including 21 acquisitions by private equity firms, and 157 by strategics.

Doyle Wealth Management, Inc.

333 Third Avenue North Suite 300,
St. Petersburg, Florida 33701
United States,
(800) 932-8505
www.doylewealth.com

Doyle Wealth Management, Inc. is a registered investment advisor firm in the Tampa Bay area of Florida with approximately US$1.1 billion in assets. Doyle Wealth Management provides a wide range of wealth management services, including comprehensive financial planning and customized investment portfolios, to high-net-worth individuals.


Company Summary

SECTOR

Financial Services

 Subscribe to unlock this and 208,602
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 201K M&A Transactions
  • 204K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Doyle Wealth Management

Florida Companies , Financial Services Companies , United States Companies , Florida Financial Services Companies , Florida Financial Services with Acquisitions , Florida Financial Services with Divestitures

Related Lists for Florida Companies

Largest Florida Companies , Acquisitive Florida Companies , Recently Acquired Florida Companies , Recently Sold Florida Companies , Private Florida Companies , Public Florida Companies , Acquired Florida Companies , PE Backed Florida Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal