91
4
Growth Score
29 pts
Heat Score
-87 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Queenston provides M&A advisory, valuation, and transition services for wealth management and financial product distribution businesses.
About the Company
Queenston focuses on mergers, acquisitions, transfers, and valuations for firms in the wealth management and financial product distribution sector. The company supports advisors and owners with buy-side and sell-side mandates, business succession planning, and dealer-to-dealer transitions. Queenston offers structured valuation reports, due
diligence checklists, and advisory on monetizing and restructuring practices. It operates a marketplace for books of business and runs webinars and educational content on practice management and customer relationship management.
