JPmorgan Retirement Plan Services (Cash Balance Business) Overview

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

JPmorgan Retirement Plan Services (Cash Balance Business) General Information

Description

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

Contact Information

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

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

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

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JPmorgan Retirement Plan Services (Cash Balance Business) Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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JPmorgan Retirement Plan Services (Cash Balance Business) FAQs

  • Where is JPmorgan Retirement Plan Services (Cash Balance Business) headquartered?

    JPmorgan Retirement Plan Services (Cash Balance Business) is headquartered in New York, NY.

  • What industry is JPmorgan Retirement Plan Services (Cash Balance Business) in?

    JPmorgan Retirement Plan Services (Cash Balance Business)’s primary industry is Other Financial Services.

  • Is JPmorgan Retirement Plan Services (Cash Balance Business) a private or public company?

    JPmorgan Retirement Plan Services (Cash Balance Business) is a Private company.

  • What is JPmorgan Retirement Plan Services (Cash Balance Business)’s current revenue?

    The current revenue for JPmorgan Retirement Plan Services (Cash Balance Business) is 000000.

  • Who are JPmorgan Retirement Plan Services (Cash Balance Business)’s investors?

    JPMorgan Chase Retirement Plan has invested in JPmorgan Retirement Plan Services (Cash Balance Business).

  • When was JPmorgan Retirement Plan Services (Cash Balance Business) acquired?

    JPmorgan Retirement Plan Services (Cash Balance Business) was acquired on 04-Nov-2008.

  • Who acquired JPmorgan Retirement Plan Services (Cash Balance Business)?

    JPmorgan Retirement Plan Services (Cash Balance Business) was acquired by Kravitz.

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