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WESPAC

1970 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial planning and advisory services to individual clients and retirement and benefit plan administration and investment services to small- and mid-sized employers. The company's services include data analysis and systems development, actuarial science, utilization review and quality assurance, employee communication, and flexible spending and commuter expense benefit services.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Primary Office
  • One Magnin Building
  • 2001 Broadway, Second Floor
  • Oakland, CA 94612
  • United States

+1 (510) 000-0000

WESPAC Valuation and Funding

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

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WESPAC Executive Team (2)

Name Title Board
Seat
Contact
Info
Nelson Chia Co-President
Renee Chia Owner