Kades Margolis Overview

  • Founded
  • 1974

  • Status
  • Acquired/​Merged

  • Employees
  • 70

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Kades Margolis General Information


Provider of financial and retirement planning services primarily serving the education community in Pennsylvania, New Jersey and Delaware. The company's services include distributing retirement products, delivering investment and educational programs to corporate, governmental and nonprofit organizations also providing enrollment ongoing plan sponsor individual support, thereby helping people plan for their retirements and meet their financial needs and goals through investments.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • 940 West Valley Road
  • Suite 1200
  • Wayne, PA 19087
  • United States
+1 (800) 000-0000

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Kades Margolis Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Kades Margolis Executive Team (2)

Name Title Board Seat Contact Info
Edward Margolis Co-Founder, Chief Executive Officer & President
Kevin Taylor Vice President of Financial Operations & Controller
To view Kades Margolis’s complete executive team members history, request access »

Kades Margolis Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-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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