HowardSimon Retirement Overview
- Year Founded
-
1981
- Status
-
Private
- Employees
-
300
- Latest Deal Type
-
Debt - Acquisition
- Financing Rounds
-
5
- Investments
-
21
HowardSimon Retirement General Information
Description
Developer of human capital, third-party payroll process and retirement plan software intended to serve small- and medium-sized businesses. The company's platform offers administration plan, record keeping, fiduciary, payroll and human capital management services, thereby enabling its clients to integrate retirement and payroll services on a single platform and creating a unique employee experience as well as a single source, web-based human resources information system solution.
Contact Information
Website
www.howardsimon.comCorporate Office
- 304 Saunders Road
- Riverwoods, IL 60015
- United States
Corporate Office
- 304 Saunders Road
- Riverwoods, IL 60015
- United States
HowardSimon Retirement Timeline
HowardSimon Retirement Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
HowardSimon Retirement Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
-
Verticals
HowardSimon Retirement Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
HowardSimon Retirement Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
HowardSimon Retirement Investments (21)
HowardSimon Retirement’s most recent deal was a Buyout/LBO with Bates & Company. The deal was made on 24-Aug-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Bates & Company | 24-Aug-2026 | Buyout/LBO | Other Financial Services | ||
| Hilde Minkel & Associates | 14-Aug-2026 | Buyout/LBO | Other Commercial Services | ||
| The Finway Group | 01-Jul-2026 | Buyout/LBO | Other Financial Services | ||
| Bidwell Consulting Services | 02-Feb-2026 | Buyout/LBO | Consulting Services (B2B) | ||
| American Retirement Plan Services | 29-Aug-2025 | Buyout/LBO | Consulting Services (B2B) |
HowardSimon Retirement Affiliates
Subsidiaries (20)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Retirement Plan Consulting Group | New York, NY | 2016 | |
| Cash Balance Actuaries | Excelsior, MN | 2009 | |
| Jocelyn Investment Management | San Rafael, CA | 2007 | |
| Bidwell Consulting Services | Chico, CA | 2005 | |
| Carlson Quinn | Walnut Creek, CA | 1994 |
HowardSimon Retirement FAQs
-
When was HowardSimon Retirement founded?
HowardSimon Retirement was founded in 1981.
-
Where is HowardSimon Retirement headquartered?
HowardSimon Retirement is headquartered in Riverwoods, IL.
-
What is the size of HowardSimon Retirement?
HowardSimon Retirement has 300 total employees.
-
What industry is HowardSimon Retirement in?
HowardSimon Retirement’s primary industry is Business/Productivity Software.
-
Is HowardSimon Retirement a private or public company?
HowardSimon Retirement is a Private company.
-
What is HowardSimon Retirement’s current revenue?
The current revenue for HowardSimon Retirement is .
-
How much funding has HowardSimon Retirement raised over time?
HowardSimon Retirement has raised $116M.
-
Who are HowardSimon Retirement’s investors?
Resolute Capital Partners and Shore Capital Partners have invested in HowardSimon Retirement.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process
