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Aspire Financial Services

Description

Provider of retirement planning services. The company offers a Web-based retirement plan record keeping and communication platform for institutions, TPAs, RIAs, CPAs, and brokers.

2002

Founded

PRIVATE

Status

51-200

Employees

M&A

Latest Deal Type

$25M

Total Amount Raised

1

Investors

Description

Provider of retirement planning services. The company offers a Web-based retirement plan record keeping and communication platform for institutions, TPAs, RIAs, CPAs, and brokers.

Website:

www.aspireonline.com

Ownership Status

Privately held (backing)

Financing Status

Private Equity-Backed

Primary Industry

Financial Software

Other Industries

Other Financial Services

Primary Office

4010 Boy Scout Boulevard Suite 450 Tampa, FL 33607United States +1 (866) 634-5873
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Aspire Financial Services Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

Aspire Financial Services Investors (1)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
FTV CapitalGrowth/ExpansionMinority000 0000000 0000
FTV Capital Growth/Expansion

Aspire Financial Services Executive Team (18)

NameTitleBoard
Seat
Contact
Info
Peter KirtlandCo-Founder, Chief Executive Officer & President
Mark AgustinChief Operating Officer
Stephen TagueChief Technology Officer
Mark LuckinbillVice President & Managing Director, 403(b)/457 Market
Shelia ReedChief Marketing Officer
Peter Kirtland Co-Founder, Chief Executive Officer & President
Mark Agustin Chief Operating Officer
Stephen Tague Chief Technology Officer
Mark Luckinbill Vice President & Managing Director, 403(b)/457 Market
Shelia Reed Chief Marketing Officer

Aspire Financial Services Board Members (6)

NameRepresentingRoleSinceContact
Info
Ben CukierFTV CapitalPartner000 0000
Bob FrancisSelfBoard Member000 0000
Charlie RuffelSelfBoard Member000 0000
J. Robert Jones Jr.SelfBoard Member000 0000
Kyle GriswoldFTV CapitalPartner000 0000
Ben Cukier Partner FTV Capital
Bob Francis Board Member Self
Charlie Ruffel Board Member Self
J. Robert Jones Jr. Board Member Self
Kyle Griswold Partner FTV Capital
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