DeVoe & Company is a leading consulting firm for RIAs. We support RIA owners and principals with business consulting, M&A guidance, and valuations.
We are committed to creating transformational change for wealth management and investment management advisors. We provide comprehensive advisory services to help our clients accelerate their ability to achieve their goals.
Our services include:
- Consulting
- Business Strategy
- Succession Planning
- Human Capital / Compensation
- Transitioning in New Partners
- Coaching
- Guidance on Capital and Lending
- Mergers, Acquisitions, and Sale Transactions
- Valuations
Twitter: DeVoeCo
Company Details
- Employees
- 28
- Founded
- -
- Address
- 50 California Street, Suite 1500, San Francisco,california 94111,united States
- Phone
- +1 415 813 5066
- in****@****-co.com
- Industry
- Investment Banking
- NAICS
-
Investment Banking and Securities Dealing
- Website
- devoeandcompany.com
- Keywords
- Mergers & Acquisitions, Succession Planning, Valuation, New Partner/Advisor Additions, Practice Management, Consulting, Human Capital, RIAs.
- HQ
- San Francisco, California
Devoe & Company Questions
Devoe & Company's helpline number is +1 415 813 5066
Devoe & Company's website is devoeandcompany.com
Devoe & Company's LinkedIn profile is https://www.linkedin.com/company/devoe-&-company
Devoe & Company has
28 employees.
View email and phone details for 28
employees at Devoe & Company.
Devoe & Company's industry is
Investment Banking
Devoe & Company's top competitors are
Capstone Partners,
Echelon Partners,
Lpl Financial,
Silver Lane Advisors,
Evolve Capital Partners,
Sterling Point Advisors,
Sun Mergers & Acquisitions,
Excel Partners Llc,
Chesky Partners,
Hightower Advisors.
Devoe & Company's support email address is info@devoe-co.com
Devoe & Company's categories are Investment Banking
Devoe & Company's founding year is 2011
