PIEtech Overview

  • Founded
  • 1997
  • Status
  • Acquired/​Merged
  • Employees
  • 140
  • Latest Deal Type
  • M&A
  • Latest Deal Amount
  • $521M
Latest Deal Amount

PIEtech General Information


Developer of a financial planning software intended to meet the needs of new and experienced financial professionals, broker dealers, and institutions of all sizes. The company's software offers online guided planning experience in which users build their own plan for retirement along financial advises, powerful modules to deepen the breadth and sophistication of planning services, enabling clients to define and prioritize their goals into needs, wants and put their financial decisions into perspective.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Formerly Angel backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 1588 Oakbridge Terrace
  • Powhatan, VA 23139
  • United States
+1 (804) 000-0000
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PIEtech Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Merger/Acquisition 01-May-2019 $521M 000 00000 Completed Generating Revenue
1. Angel (individual) 14-May-2015 000 000 Completed Generating Revenue
To view PIEtech’s complete valuation and funding history, request access »

PIEtech Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Developer of a financial planning software intended to meet the needs of new and experienced financial professionals, br
Financial Software
Powhatan, VA
140 As of 2018
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West Hollywood, CA
000 As of 0000
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Redwood City, CA
000 As of 0000
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PIEtech Competitors (22)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
InvestCloud Private Equity-Backed West Hollywood, CA 000 00000 000000000000 00000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
0000000000 Formerly VC-backed Bala Cynwyd, PA 00 000 000000000000 000
00000 Formerly VC-backed New York, NY 000.00 000000&0 000.00
00000000 Corporate Backed or Acquired Bedford, NH 00 000000&0
You’re viewing 5 of 22 competitors. Get the full list »

PIEtech Patents

PIEtech Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20170337561-A1 Collaborative software platform to support professional services Abandoned 07-Nov-2014 0000000000 0
US-20140172683-A1 Loss tolerance methodology Abandoned 14-Dec-2012 0000000000 0

PIEtech Executive Team (9)

Name Title Board Seat Contact Info
Robert Curtis Founder, President & Co-Chief Executive Officer
Antonio Leal President
Matt Trout Chief Financial Officer
Joe Miller Chief Operating Officer
Kevin Hughes Chief Growth Officer
You’re viewing 5 of 9 executive team members. Get the full list »

PIEtech Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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PIEtech Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 0000 30-Jan-2019 00000 0000000 Financial Software 000000 000000
To view PIEtech’s complete investments history, request access »