DeVoe & Company

DeVoe & Company

Investment Banking

San Francisco, California 3,545 followers

DeVoe & Company provides consulting, M&A and valuation services to wealth managers.

About us

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

Industry
Investment Banking
Company size
11-50 employees
Headquarters
San Francisco, California
Type
Privately Held
Founded
2011
Specialties
Mergers & Acquisitions, Succession Planning, Valuation, New Partner/Advisor Additions, Practice Management, Consulting, Human Capital, and RIAs

Locations

  • Primary

    50 California Street, Suite 1500

    San Francisco, California 94111, US

    Get directions

Employees at DeVoe & Company

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