Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Marathon Retirement & Pension Consulting

2013 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of risk management, investment advisory and consultancy services. The company offers investment advice to small and medium pension and retirement plans and retirement advice to individuals who are planning for their retirement future.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Services (B2C Non-Financial)
Acquirer
Boston Wealth Management
Primary Office
  • Four Walcott Street
  • Natick, MA 01760
  • United States

Marathon Retirement & Pension Consulting Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Marathon Retirement & Pension Consulting‘s full profile, request access.

Request full access to PitchBook

Marathon Retirement & Pension Consulting Executive Team (1)

Name Title Board
Seat
Contact
Info
Aaron Spelker Founder & Portfolio Advisor