Kades Margolis Overview

  • Founded
  • 1972
  • Status
  • Acquired/​Merged
  • Employees
  • 59
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Kades Margolis General Information


Provider of financial planning services. The company provides services such as distributing leading retirement products, delivering investment and educational programs to corporate, governmental and nonprofit organizations and also providing enrollment and ongoing plan sponsor and individual support.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • 998 Old Eagle School Road
  • Suite 1220
  • 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 (1)

Name Title Board Seat Contact Info
Edward Margolis Co-Founder, Chief Executive Officer & President
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Kades Margolis 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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