The Mutual Fund Store
1996
FOUNDED
M&A
STATUS
301-400
EMPLOYEES
M&A
LATEST DEAL TYPE
4
FINANCING ROUNDS
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.
Website
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 and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookThe Mutual Fund Store Competitors (13)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Focus Financial Partners | Formerly PE-Backed | New York, NY | 0000 | 00000 | 00000000 | 00000 |
| 0000000 0000000000 | Corporate Backed or Acquired | Newport Beach, CA | 0000 | 00000 | 000000000 | 00000 |
| 000000000 00000000 | Private Equity-Backed | Troy, MI | 00 | 00 000000 | ||
| 000000000 000000 | Formerly PE-Backed | New York, NY | 0000 | 00000 | 00000000 | |
| 0000000000 0000000 | Formerly PE-Backed | Boston, MA | 000000000000 |
The Mutual Fund Store Former Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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Request full access to PitchBookThe Mutual Fund Store Executive Team (10)
4 Former Executives
You’re viewing 5 of 10 executives. Get the full list »The Mutual Fund Store Board Members (8)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 0000 0000 | The Mutual Fund Store | Chairman & Founder | 000 0000 | |
| 00000 000000 | Self | Board Member | 000 0000 |
6 Former Board Members
You’re viewing 2 of 8 board members. Get the full list »