e3 Financial

e3 Financial Overview

Founded 1988
Status Acquired/​Merged
Employees 17
Latest Deal Type M&A
Financing Rounds 1

e3 Financial General Information


Provider of financial benefits consultation services. The company offers employee benefits brokerage, human resource administration and financial benefits consultation services for middle market group clients and individuals.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Human Capital Services
Primary Office
  • 4100 Newport Place Drive
  • Suite 650
  • Newport Beach, CA 92660
  • United States
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e3 Financial Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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e3 Financial Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
Burnham Benefits Insurance Services Corporate Backed or Acquired Irvine, CA 00 000000&0
0000 0000000 00000 Private Equity-Backed Westmont, IL 000000000000

e3 Financial Executive Team (3)

Name Title Board Seat Contact Info
Andrew Torelli Founder & President
Mike Rankin Principal
Becky Proulx Director, Executive Financial Services