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Union Bank of California (Retirement Recordkeeping)

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

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

Union Bank of California (Retirement Recordkeeping) Valuation and Funding

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

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Union Bank of California (Retirement Recordkeeping) Former Investors

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

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