General Pension Planning
1968
FOUNDED
M&A
STATUS
M&A
LATEST DEAL TYPE
2
FINANCING ROUNDS
Description
Provider of consulting and record keeping services. The company offers daily valuation services, mutual fund valuation and financial consulting to defined contribution plans, retirement plans, plan fiduciaries and plan sponsors.
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
The Weiss Group
Primary Office
- 2912 Springboro West Road
- Suite 105
- Moraine, OH 45439
- United States
General Pension Planning Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
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Request full access to PitchBookGeneral Pension Planning Former Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
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