EPIC Retirement Services Consulting Overview

  • Year Founded
  • 1999

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

  • Investments
  • 1

EPIC Retirement Services Consulting General Information

Description

Provider of investment consulting and advisory services. The company offers customized retirement plan solutions and services to plan sponsors as well as employee education to plan participants.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Corporate Office
  • 303 Fifth Avenue
  • New York, NY 10016
  • United States
+1 (888) 000-0000

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EPIC Retirement Services Consulting Valuation & Funding

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

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EPIC Retirement Services Consulting Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of investment consulting and advisory services. The company offers customized retirement plan solutions and ser
Other Financial Services
New York, NY
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Plymouth, MN
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Newport Beach, CA
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EPIC Retirement Services Consulting Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Wealth Enhancement Group Private Equity-Backed Plymouth, MN 0000 000.00 000000000 000.00
SageView Advisory Group Private Equity-Backed Newport Beach, CA 000 00000 000000000 00000
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EPIC Retirement Services Consulting Executive Team (2)

Name Title Board Seat Contact Info
Eva Kalivas Co-Founder & Senior Vice President
Jeffrey Greenberg Co-Founder
To view EPIC Retirement Services Consulting’s complete executive team members history, request access »

EPIC Retirement Services Consulting Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Global Retirement Partners 31-Mar-2015 0000000000 Other Financial Services
To view EPIC Retirement Services Consulting’s complete acquisitions history, request access »

EPIC Retirement Services Consulting Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
Global Retirement Partners 31-Mar-2015 000000000000000000 Completed
  • 8 buyers
To view EPIC Retirement Services Consulting’s complete exits history, request access »

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