Global Retirement Partners Overview

  • Year Founded
  • 2014

Year 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 based in San Rafael, California. 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

Website
www.grpfinancial.com
Formerly Known As
Financial Telesis, FTI
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 4340 Redwood Highway
  • Suite B-60
  • San Rafael, CA 94903
  • United States
+1 (415)
Primary Industry
Other Financial Services
Parent Company
Hub International
Corporate Office
  • 4340 Redwood Highway
  • Suite B-60
  • San Rafael, CA 94903
  • United States
+1 (415)

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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 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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Global Retirement Partners Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Global Retirement Partners FAQs

  • When was Global Retirement Partners founded?

    Global Retirement Partners was founded in 2014.

  • Where is Global Retirement Partners headquartered?

    Global Retirement Partners is headquartered in San Rafael, CA.

  • What is the size of Global Retirement Partners?

    Global Retirement Partners has 501 total employees.

  • What industry is Global Retirement Partners in?

    Global Retirement Partners’s primary industry is Other Financial Services.

  • Is Global Retirement Partners a private or public company?

    Global Retirement Partners is a Private company.

  • What is Global Retirement Partners’s current revenue?

    The current revenue for Global Retirement Partners is .

  • Who are Global Retirement Partners’s investors?

    EPIC Retirement Services Consulting, HUB Retirement and Wealth Management, Heffernan Financial Service, MRP Group, and Oswald Financial are 5 of 8 investors who have invested in Global Retirement Partners.

  • When was Global Retirement Partners acquired?

    Global Retirement Partners was acquired on 04-Sep-2019.

  • Who acquired Global Retirement Partners?

    Global Retirement Partners was acquired by Hub International.

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