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Aria Retirement Solutions

Description

Provider of retirement income services. The company offers concierge-level advisory support to their clients and also sells and administers insurance policies.

2010

Founded

PRIVATE

Status

11-50

Employees

Series B

Latest Deal Type

$4.72M

Latest Deal Amount

$4.72M

Total Amount Raised

Description

Provider of retirement income services. The company offers concierge-level advisory support to their clients and also sells and administers insurance policies.

Website:

www.ariaretirement.com

Ownership Status

Privately held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Other Services (B2C Non-Financial)

Other Industries

Other Financial Services

Primary Office

200 Pringle Avenue Suite 325 Walnut Creek, CA 94596United States +1 (415) 392-6565
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Aria Retirement Solutions Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

Aria Retirement Solutions Cap Table

Stock# of Shares
Authorized
Par ValueDividend Rate (%)Original
Issue Price
LiquidationLiquidation
Pref. Multiple
Conversion
Price
% Owned

Aria Retirement Solutions Investors (1)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Polaris PartnersVenture CapitalMinority000 0000000 0000
Polaris Partners Venture Capital

Aria Retirement Solutions Executive Team (6)

NameTitleBoard
Seat
Contact
Info
David StoneChief Executive Officer, Co-Founder & Chairman of the Board
Karen ChangChief Financial Officer
Russell ParkerChief Distribution Officer
Leonard StecklowCo-Founder
Kevin KellySenior Vice President of Advisor Experience & Head of Head of Sales and Operations
David Stone Chief Executive Officer, Co-Founder & Chairman of the Board
Karen Chang Chief Financial Officer
Russell Parker Chief Distribution Officer
Leonard Stecklow Co-Founder
Kevin Kelly Senior Vice President of Advisor Experience & Head of Head of Sales and Operations

Aria Retirement Solutions Board Members (4)

NameRepresentingRoleSinceContact
Info
Alan Spoon JDPolaris PartnersBoard Member000 0000
David StoneAria Retirement SolutionsChief Executive Officer, Co-Founder & Chairman of the Board000 0000
Scott RameySelfBoard Member000 0000
Timothy PfeiferSelfBoard Member000 0000
Alan Spoon JD Board Member Polaris Partners
David Stone Chief Executive Officer, Co-Founder & Chairman of the Board Aria Retirement Solutions
Scott Ramey Board Member Self
Timothy Pfeifer Board Member Self
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