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 Comparisons

HQ Location
Total Raised
Post Valuation
Provider of financial benefits consultation services. The company offers employee benefits brokerage, human resource adm
Other Financial Services
Newport Beach, CA
17 As of 2015
0.00 0000-00-00

0000 0

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0000000000 00000000
Westmont, IL


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00000 0000000 000000
Albany, NY
00 As of 0000
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e3 Financial Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Axis Benefit Consultants Private Equity-Backed Westmont, IL 000000000000
000000 & 00 Private Equity-Backed Albany, NY 00 000000000000
0000000 00000000 0 Corporate Backed or Acquired Irvine, CA 000 000000&0
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e3 Financial Executive Team (3)

Name Title Board Seat Contact Info
Andrew Torelli Founder & President
Mike Rankin Principal
Becky Proulx Director, Executive Financial Services
To view e3 Financial’s complete executive team members history, request access »

e3 Financial Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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