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
- 5421 Avenida Encinas
- Carlsbad, CA 92008
- United States
Profiles Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialProfiles Executive Team (8)
Profiles Signals
Growth Rate

Growth

Size Multiple


Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

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Request a free trialProfiles Former Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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