PensionTrend Investment Advisers Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

PensionTrend Investment Advisers General Information


Provider of investment advisory service. The company offers financial advisory services primarily to corporate clients and it is the leading service provider of employer retirement plans. It also provides open architecture administrative services to over 20,000 participants in the Midwest.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Services (B2C Non-Financial)
Other Financial Services
Primary Office
  • 2149 Jolly Road
  • Suite 200
  • Okemos, MI 48864
  • United States
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PensionTrend Investment Advisers Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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