Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

JPmorgan Retirement Plan Services (Cash Balance Business)

M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of cash balance plans for professional firms. The company operates that cash balance business which includes about 130 cash balance relationships.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • New York, NY
  • United States

JPmorgan Retirement Plan Services (Cash Balance Business) Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore JPmorgan Retirement Plan Services (Cash Balance Business)‘s full profile, request access.

Request full access to PitchBook