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Profiles

1969 FOUNDED
M&A STATUS
101-200 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Developer of financial planning software. The company offers financial planning software tools for insurance and financial institutions to help them in providing financial planning and needs-based advice services to their clients. It offers internet services and training and support programs for financial professionals.

Formerly Known As
Financial Profiles
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Financial Software
Other Industries
Application Software
Other Financial Services
Acquirer
M3 USA
Primary Office
  • 5421 Avenida Encinas
  • Carlsbad, CA 92008
  • United States

Profiles Valuation and Funding

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

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Profiles Former Investors

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

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Profiles Executive Team (8)

Name Title Board
Seat
Contact
Info
Duncan Smith Chief Financial Officer
Geoff Crysdale Executive Vice President, Operations & Chief Operating Officer
Gus Hansch Founder
Mark Evans Ph.D President & Chief Executive Officer

4 Former Executives

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