About greycourt
greycourt is a Business Services company founded in 1996. It provides financial advisory services including planning, analysis, and wealth management. It operates on a B2B model. greycourt has completed 1 acquisition, including David C Wells Jr. Its focus areas include Finance, Advisory Services, Wealth Management and Financial Planning.
Company details
greycourt operates with a B2B model, focusing on finance, providing advisory services, managing wealth portfolios, and providing financial planning. Provides financial advisory services including planning, analysis, and wealth management. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
- SectorsBusiness Services
- Email••••••••
- Website greycourt.com
- Social LinkedIn X
- Investments & Acquisitions
People of greycourt
36 people are tracked at greycourt (15 in leadership, 5 in board & advisors, 16 in team).
| Name | Role | Group |
|---|---|---|
Matthew Litwin | CEO & Managing Director | Leadership |
Owen Zajdel | Director | Leadership |
Gretchen Shoup | COO & Managing Director | Leadership |
Jill Grenda | CCO & Director | Leadership |
Brian La Bore | Director | Leadership |
David Morris | Head of Manager Research & Managing Director | Leadership |
Jamie Linhart | Director | Leadership |
Chad Cribbs | Director | Leadership |
Mark Thomas | CIO & Managing Director | Leadership |
David C. Wells | President | Leadership |
Wendy Pan | Director, Research | Leadership |
Jared Zeigler | Managing Director | Leadership |
Jeff Moyer | Managing Director, Head Of Advisory Team | Leadership |
David Lovejoy | Managing Director | Leadership |
Gregory Curtis | Managing Director | Leadership |
Matthew Pagnotta | Senior Associate Advisor | Board & advisors |
Jeffrey Steiner | Advisor | Board & advisors |
Ryan Keegan | Director - Associate Advisor Supervisor | Board & advisors |
Megan Guidry | Associate Advisor | Board & advisors |
Jackson Lewis | Senior Associate Advisor | Board & advisors |
16 more people are available in the full profile.
Complete people profiles for greycourt
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Investments & Acquisitions by greycourt
greycourt has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include David C Wells Jr.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Strategic consulting, authoring, and investment services focused on organizational growth. | familycapitalstrategy.com | 0 | Sep 2023 | •••• |
Complete acquisition details for greycourt
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
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- Deal sources
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Timeline of greycourt
2 dated milestones of greycourt across 27 years, from founding to its latest funding, stage changes and deals.
- Founded greycourt is founded.
- Acquisition Acquires David C Wells Jr.
Web traffic of greycourt
The website of greycourt (greycourt.com) receives about 2.7K visits a month.
- Monthly visits2.7K
▼ 3.1% vs previous month
Websites whose visitors overlap most with greycourt. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| avalonadvisors.com | 59% | View details |
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Related news about Greycourt
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Frequently Asked Questions about greycourt
greycourt was founded in 1996.
greycourt operates with a B2B model, focusing on finance, providing advisory services, managing wealth portfolios, and providing financial planning. Provides financial advisory services including planning, analysis, and wealth management. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
greycourt has made 1 acquisition, including David C Wells Jr.