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.
Website
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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| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
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Request full access to PitchBookProfiles Executive Team (8)
4 Former Executives
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