Consulting Services Support Overview
- Founded
-
1998
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
Consulting Services Support General Information
Description
Provider of financial advisory services. The company offers financial investment related services to individuals, businesses and institutional investors. It also provides investment policy design and helps in its implementation.
Contact Information
Website
www.cssc.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Holding Companies
Other Industries
Other Financial Services
Parent Company
Cardiff Lexington
Primary Office
- 755 West Big Beaver Road
- Suite 2000
- Troy, MI 48084
- United States
+1 (248) 000-0000
Consulting Services Support Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 3. Merger/Acquisition | 14-Mar-2017 | 00.000 | Completed | Generating Revenue | ||
| 2. Seed Round | 05-May-2015 | 00.00 | 00.000 | Completed | Generating Revenue | |
| 1. Convertible Debt | 30-Apr-2012 | $965K | $965K | Completed | Generating Revenue |
Consulting Services Support Patents
Consulting Services Support Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| CA-2769264-A1 | Core/satellite financial portfolio design methodology, system and computer readable medium | Inactive | 30-Jul-2009 | 000000000 | |
| EP-2460121-A2 | Core/satellite financial portfolio design methodology, system and computer readable medium | Inactive | 30-Jul-2009 | 000000000 | |
| US-20120011080-A1 | Core/satellite financial portfolio design methodology, system and computer readable medium | Active | 30-Jul-2009 | 000000000 | 0 |
| US-8341060-B2 | Core/satellite financial portfolio design methodology, system and computer readable medium | Active | 30-Jul-2009 | 000000000 | 0 |
| US-20100299281-A1 | Facilitating management of 401k retirement savings plans | Inactive | 01-Aug-2006 | G06Q40/06 |
Consulting Services Support Executive Team (1)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Eric Smith JD | Founder, Chief Executive Officer & Chairman |
Consulting Services Support Board Members (1)
| Name | Representing | Role | Since |
|---|---|---|---|
| Eric Smith JD | Self | Founder, Chief Executive Officer & Chairman | 000 0000 |