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 |
|---|
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Request a free trialThe Mutual Fund Store Comparisons
Description
Primary
Industry
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
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0000-00-00
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00000000
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00000 0000000000
Troy, MI
00
As of 0000
00 000000
00000 00
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00000 0000000000
New York, NY
0000
As of 0000
00000
000000 - 000
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Request a free trialThe Mutual Fund Store Competitors (26)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Portfolio Solutions | Private Equity-Backed | Troy, MI | 00 | 00 000000 | ||
| 00000 000000000 00 | Formerly PE-Backed | New York, NY | 0000 | 00000 | 000000 - 000 | 00000 |
| 000000000 000000 | Formerly PE-Backed | New York, NY | 0000 | 00000 | 00000000 | |
| 000000 0000000 | Corporation | New York, NY | 00000 | 0000 | 00000000000 | 0000 |
| 000000000 | Corporation | New York, NY | 00000 | 00000 | 00000000000 | 00000 |
The Mutual Fund Store Executive Team (10)
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 %ile
-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
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Request a free trialThe Mutual Fund Store Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
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