Global Retirement Partners Overview

  • Founded
  • 2014
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 501
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 2

Global Retirement Partners General Information

Description

Provider of retirement plan advisory services. The company offers investment management and strategic wealth planning services such as investment advisory, insurance advisory, asset allocation consulting and retirement planning for both plan sponsors and investors.

Contact Information

Formerly Known As
Financial Telesis, FTI
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Parent Company
Primary Office
  • 4340 Redwood Highway
  • Suite B-60
  • San Rafael, CA 94903
  • United States
+1 (415) 000-0000
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Global Retirement Partners Valuation & Funding

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

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Global Retirement Partners Executive Team (5)

Name Title Board Seat Contact Info
William Chetney Founder & Chief Executive Officer
Geoff White Chief Executive Officer
Cosmo Gould President & Chief Compliance Officer
Russ Frierson Chief Operating Officer
You’re viewing 4 of 5 executive team members. Get the full list »

Global Retirement Partners 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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Global Retirement Partners Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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