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TEAM Risk Management Strategies

TEAM Risk Management Strategies?uq=8lCq2teR
2003 FOUNDED
PRIVATE STATUS
11-20 EMPLOYEES
PE Growth LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of trust administration services. The company offers banks with trust departments and other private fiduciaries a platform to outsource the employment and administration of the caregivers and ancillary house employees that service the beneficiaries of special needs and wealth trusts. It also specializes in special needs trusts and trusts providing for elder care.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Commercial Services
Other Industries
Other Healthcare Services
Other Financial Services
Primary Office
  • 8530 La Mesa Boulevard
  • Suite 200
  • La Mesa, CA 91942
  • United States

+1 (877) 000-0000

TEAM Risk Management Strategies Valuation and Funding

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

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TEAM Risk Management Strategies Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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TEAM Risk Management Strategies Executive Team (5)

Name Title Board
Seat
Contact
Info
Joshua Greenberg Chief Executive Officer
Cullen Knights Chief Financial Officer & Head, Strategy
Rachel Green Chief Operating Officer
Arthur Candland Co-Founder
Terence Keating Co-Founder