Union Bank of California (Retirement Recordkeeping) Overview

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

Union Bank of California (Retirement Recordkeeping) General Information

Description

Provider of analytical data management services. The company maintains a record of mutual funds offerings to its investors for retirement plan sponsors and their participants in San Francisco, California.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Capital Markets/Institutions
Primary Office
  • 29015 Thousand Oaks Boulevard
  • Agoura Hills, CA 91301
  • United States
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Union Bank of California (Retirement Recordkeeping) Valuation & Funding

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

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Union Bank of California (Retirement Recordkeeping) Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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