Kades Margolis Overview
- Founded
-
1974
- Status
-
Acquired/Merged
- Employees
-
70
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
Kades Margolis General Information
Description
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
Website
www.4kmc.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Parent Company
Primary Office
- 940 West Valley Road
- Suite 1200
- Wayne, PA 19087
- United States
+1 (800) 000-0000
Kades Margolis Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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 |
Kades Margolis Signals
Growth Rate
0.80%
Weekly
Growth
Growth
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
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
