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
D&Y was acquired by
CI Financial.
The acquisition happend on 2021-05-10.
Details of the transaction were not public
Address: 12265 El Camino Real
City: San Diego
State: CA
Zip: 92130
Country: US
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 |
---|
|
Revenue: 0 - 100000 Employees: Industry: Software |
Details
|
|
Revenue: 0 - 100000 Employees: 51 - 500 Industry: Education |
Details
|
|
Revenue: 0 - 100000 Employees: 1 - 10 Industry: Blockchain |
Details
|
|
Revenue: 0 - 100000 Employees: 11 - 50 Industry: Industrial |
Details
|
|
Revenue: 0 - 100000 Employees: 1 - 10 Industry: Advertising |
Details
|