The Mutual Fund Store Overview

  • Founded
  • 1996
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 345
Employees
  • 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

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Primary 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
0000 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 00000
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The 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
You’re viewing 5 of 26 competitors. Get the full list »

The Mutual Fund Store Executive Team (10)

Name Title Board Seat Contact Info
Ted Bloomberg Chief Operating Officer & Head, Operations
Brian Jensen Managing Partner
Chris Bouffard Chief Investment Officer
Adam Bold Chairman & Founder
Jennifer Ervin Client Services Manager
You’re viewing 5 of 10 executive team members. Get the full list »

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
You’re viewing 2 of 8 board members. Get the full list »

The Mutual Fund Store Signals

Growth Rate

0.80% Weekly
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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The Mutual Fund Store Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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