PlanMember Financial Overview

  • Founded
  • 1992
Founded
  • Status
  • Private
  • Employees
  • 152
Employees
  • Latest Deal Type
  • Debt
  • Financing Rounds
  • 4
  • Investments
  • 1

PlanMember Financial General Information

Description

Provider of retirement planning services. The company offers retirement planning, marketing, consulting, investment, administration and trust services. It also offers retirement products, managed accounts and financial services products for profit and nonprofit organizations, governmental entities and individual retirement plan investors. In addition, it provides investment advisory and asset allocation support services for institutional and individual high net worth clients. Further, it offers retirement plan infrastructure, legal and regulatory support, record keeping and marketing and advertising campaigns, as well as information and web technology systems for trust banks, membership groups and other intermediaries.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 6187 Carpinteria Avenue
  • Carpinteria, CA 93013
  • United States
+1 (805) 000-0000
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PlanMember Financial Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore PlanMember Financial‘s full profile, request access.

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PlanMember Financial Executive Team (6)

Name Title Board Seat Contact Info
Jon Ziehl Founder & Chief Executive Officer
Bill Kemble Chief Financial Officer & Senior Vice President
Terrall Janeway Chief Operating Officer & Executive Vice President
Hamza Syed Chief Technology Officer
Thomas Nugent Chief Investment Officer
You’re viewing 5 of 6 executive team members. Get the full list »

PlanMember Financial Signals

Growth Rate

0.80% Weekly
Growth
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

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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PlanMember Financial Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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PlanMember Financial Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000000 000000 02-Dec-2010 0000000000 Asset Management 000 00000
To view PlanMember Financial’s complete investments history, request access »