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D&Y Wealth - Ownership and Business Overview

Financial ServicesCompany

D&Y Wealth Ownership

Who owns D&Y Wealth?

D&Y Wealth is owned by CI Financial. It was acquired on May 10, 2021.

D&Y Wealth Business Overview

Where is D&Y Wealth headquartered?

D&Y Wealth is headquartered in San Diego, California.

What sector is D&Y Wealth in?

D&Y Wealth is a financial services company.

When was D&Y Wealth founded?

D&Y Wealth was founded in 1991.

Financial Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2021. The largest financial services acquisition in 2021 was Afterpay Limited - which was acquired by Block for $27.8B.

Subscribe to Mergr to view all 239 acquisitions of financial services companies in 2021, including 26 acquisitions by private equity firms, and 213 by strategics.

D&Y Wealth

Dowling & Yahnke Wealth Advisors

12265 El Camino Real, Suite 300,
San Diego, California 92130
United States,
(858) 293-8057
www.dywealth.com

D&Y Wealth is a provider of comprehensive investment management and financial planning services tailored to clients’ individual life and legacy goals. D&Y Wealth was founded in 1991 and is based in San Diego, California.


Company Summary

SECTOR

Financial Services

Established

1991

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