Consulting Services Support Overview

  • Year Founded
  • 1998

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $1.5M

Consulting Services Support General Information

Description

Provider of financial advisory services based in Troy, Michigan. The company offers financial investment-related services to individuals, businesses and institutional investors as well as provides investment policy design and helps in its implementation.

Contact Information

Website
www.cssc.com
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 755 West Big Beaver Road
  • Suite 2000
  • Troy, MI 48084
  • United States
+1 (248) 000-0000
Primary Industry
Holding Companies
Other Industries
Consulting Services (B2B)
Investment Banks
Other Financial Services
Acquirer
Cardiff Lexington
Vertical(s)
Industrials
Corporate Office
  • 755 West Big Beaver Road
  • Suite 2000
  • Troy, MI 48084
  • United States
+1 (248) 000-0000

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Consulting Services Support Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Merger/Acquisition 10-Mar-2017 $1.5M 00.000 00.00 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
To view Consulting Services Support’s complete valuation and funding history, request access »

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-20100299281-A1 Facilitating management of 401k retirement savings plans Inactive 01-Aug-2006 000000000 0
CA-2640068-A1 System and method configured for facilitating financial analysis Inactive 16-Feb-2006 000000000
EP-1984884-A2 System and method configured for facilitating financial analysis Inactive 16-Feb-2006 G06Q40/06
To view Consulting Services Support’s complete patent history, request access »

Consulting Services Support FAQs

  • When was Consulting Services Support founded?

    Consulting Services Support was founded in 1998.

  • Who is the founder of Consulting Services Support?

    Eric Smith JD is the founder of Consulting Services Support.

  • Where is Consulting Services Support headquartered?

    Consulting Services Support is headquartered in Troy, MI.

  • What industry is Consulting Services Support in?

    Consulting Services Support’s primary industry is Holding Companies.

  • Is Consulting Services Support a private or public company?

    Consulting Services Support is a Private company.

  • What is the current valuation of Consulting Services Support?

    The current valuation of Consulting Services Support is 00.00.

  • What is Consulting Services Support’s current revenue?

    The current revenue for Consulting Services Support is 000000.

  • How much funding has Consulting Services Support raised over time?

    Consulting Services Support has raised $2.06M.

  • When was Consulting Services Support acquired?

    Consulting Services Support was acquired on 10-Mar-2017.

  • Who acquired Consulting Services Support?

    Consulting Services Support was acquired by Cardiff Lexington.

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