Profiles Company Profile: Acquisition & Investors

Profiles Overview

Founded
1969

Status
Acquired/Merged

Employees
115

Latest Deal Type
M&A

Financing Rounds
2

Profiles General Information

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.

Contact Information

Website

www.profiles.com

Formerly Known As

Financial Profiles

Ownership Status

Acquired/Merged

Financing Status

Formerly PE-Backed

Primary Industry

Financial Software

Other Industries

Other Financial Services

Application Software

Acquirer

M3 USA

Primary Office

5421 Avenida Encinas
Carlsbad, CA 92008
United States

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Profiles Valuation & Funding

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

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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