D&Y

D&Y is a California-based investment advisory firm that provides services such as portfolio management, retirement and financial planning for individuals and businesses.

Business Model: B2B

Revenue: $11M

Employees: 11-50

Detailed D&Y Information

D&Y was acquired by CI Financial.
The acquisition happend on 2021-05-10.
Details of the transaction were not public

Acquirer

Geographic Data

D&Y headquarters map

Address: 12265 El Camino Real

City: San Diego

State: CA

Zip: 92130

Country: US

Financial Info

Stage:

Raised Last:

$0

Raised Total:

$0

Metrics

1,876,757Website Global Rank

13,688Website Monthly Traffic

Twitter Followers

Description

D&Y is a California-based investment advisory firm that provides services such as portfolio management, retirement and financial planning for individuals and businesses.

Contact Phone:
+18582938057

Contact Email:

Announced Date Company Transaction Money Raised
Announced Date Transaction Number of Investors Money Raised Lead Investors
Announced Date Name Price

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