Profile Previews

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

Princeton Retirement Group

2005 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of record keeping and administrative services. The company's record keeping and administrative services include asset management and consultancy services on fiduciary management, investment plans, plan record keeping and participant services along with offering trading, clearing and custody services, enabling financial institutions and manage greater number of retirement plans under them.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 1201 Peachtree street North East
  • Atlanta, GA 30361
  • United States

Princeton Retirement Group Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Princeton Retirement Group‘s full profile, request access.

Request full access to PitchBook

Princeton Retirement Group Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

This information is reserved for PitchBook Platform users. To explore Princeton Retirement Group‘s full profile, request access.

Request full access to PitchBook