The Mutual Fund Store Overview

  • Year Founded
  • 1996

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 345

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 4

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

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Corporate Office
  • 11095 Metcalf Avenue
  • Overland Park, KS 66210
  • United States
Primary Industry
Other Financial Services
Other Industries
Asset Management
Corporate Office
  • 11095 Metcalf Avenue
  • Overland Park, KS 66210
  • United States

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The Mutual Fund Store Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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The Mutual Fund Store Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
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

Frankfurt am Main, Germany
 

Boston, MA
 
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The Mutual Fund Store Competitors (22)

One of The Mutual Fund Store’s 22 competitors is ING DiBa, a Corporate Backed or Acquired company based in Frankfurt am Main, Germany.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
ING DiBa Corporate Backed or Acquired Frankfurt am Main, Germany
FMR (United States) Private Debt Financed Boston, MA
The Goldman Sachs Group Corporation New York, NY
Northern Trust Corporation Chicago, IL
BNY Mellon Municipal Bond Infrastructure Fund Corporation New York, NY
You’re viewing 5 of 22 competitors. Get the full list »

The Mutual Fund Store Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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The Mutual Fund Store Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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The Mutual Fund Store FAQs

  • When was The Mutual Fund Store founded?

    The Mutual Fund Store was founded in 1996.

  • Where is The Mutual Fund Store headquartered?

    The Mutual Fund Store is headquartered in Overland Park, KS.

  • What is the size of The Mutual Fund Store?

    The Mutual Fund Store has 345 total employees.

  • What industry is The Mutual Fund Store in?

    The Mutual Fund Store’s primary industry is Other Financial Services.

  • Is The Mutual Fund Store a private or public company?

    The Mutual Fund Store is a Private company.

  • What is the current valuation of The Mutual Fund Store?

    The current valuation of The Mutual Fund Store is .

  • What is The Mutual Fund Store’s current revenue?

    The current revenue for The Mutual Fund Store is .

  • Who are The Mutual Fund Store’s investors?

    Summit Partners and Warburg Pincus have invested in The Mutual Fund Store.

  • Who are The Mutual Fund Store’s competitors?

    ING DiBa, FMR (United States), The Goldman Sachs Group, Northern Trust, and BNY Mellon Municipal Bond Infrastructure Fund are some of the 22 competitors of The Mutual Fund Store.

  • When was The Mutual Fund Store acquired?

    The Mutual Fund Store was acquired on 01-Feb-2016.

  • Who acquired The Mutual Fund Store?

    The Mutual Fund Store was acquired by Financial Engines.

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