The Mutual Fund Store Overview
- Founded
-
1996
- Status
-
Acquired/Merged
- Employees
-
345
- Latest Deal Type
-
M&A
- Financing Rounds
-
3
The Mutual Fund Store General Information
Description
Provider of investment advisory services. The company provides personalized investment advice, asset management, mutual funds, investment research, investment management and individual retirement account services.
Contact Information
Website
www.mutualfundstore.com
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Acquirer
Primary Office
- 11095 Metcalf Avenue
- Overland Park, KS 66210
- United States
The Mutual Fund Store Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
The Mutual Fund Store Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financing
Details
Provider of investment advisory services. The company provides personalized investment advice, asset management, mutual
Other Financial Services
Overland Park, KS
345
As of 2015
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Atlanta, GA
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000 00
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0000000000 00000
New York, NY
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As of 0000
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Add Comparison
The Mutual Fund Store Competitors (22)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| FIG Partners | Corporate Backed or Acquired | Atlanta, GA | 000000&0 | |||
| 000 0000000 00000 | Corporation | New York, NY | 00000 | 00.000 | 00000000000 | 00.000 |
| 00000000 00000 | Corporation | New York, NY | 0000 | 00000 | 00000000000 | 00000 |
| 000 0000000 000000 | Corporation | Chicago, IL | 000 | |||
| 000 00000000000 | Formerly VC-backed | Oaks Village, PA | 0000 | 000.00 | 000000000000 | 000.00 |
The Mutual Fund Store Executive Team (10)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Adam Bold | Chairman & Founder | ||
| Jennifer Ervin | Client Services Manager | ||
| Jon Bentz | Vice President, Operations | ||
| Edward Bloomberg | Chief Operating Officer & Head |
The Mutual Fund Store Board Members (8)
| Name | Representing | Role | Since |
|---|---|---|---|
| 0000 0000 | The Mutual Fund Store | Chairman & Founder | 000 0000 |
| 00000 000000 | Self | Board Member | 000 0000 |
The Mutual Fund Store Signals
Growth Rate
0.80%
Weekly
Growth
Growth
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
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
The Mutual Fund Store Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|