FuturePlan (Other Financial Services) Overview
- Year Founded
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1974
- Status
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Acquired/Merged
- Employees
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100
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
FuturePlan (Other Financial Services) General Information
Description
Provider of retirement plan design and benefit plan administrative services based in Roseville, California. The company provides personalized plan consultation and compliance administrative services that focus on clients' objectives for self-directed individual retirement accounts, qualified plans and prevailing wage trusts, through collaboration with experts in accounting, financial planning and investments, enabling individuals, employers and associations to create, implement and maintain plans that achieve their long-term retirement benefit.
Contact Information
Website
www.futureplan.com(Operating Subsidiary)
Corporate Office
- 3000 Lava Ridge Court
- Suite 130
- Roseville, CA 95661
- United States
Corporate Office
- 3000 Lava Ridge Court
- Suite 130
- Roseville, CA 95661
- United States
FuturePlan (Other Financial Services) Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
FuturePlan (Other Financial Services) Comparisons
Industry
Financing
Details
FuturePlan (Other Financial Services) Competitors (2)
One of FuturePlan (Other Financial Services)’s 2 competitors is Infocus (Other Financial Services), a Corporation company based in Maroochydore, Australia.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Infocus (Other Financial Services) | Corporation | Maroochydore, Australia | ||||
| Benefitsdesigns | Corporation | Melville, NY |
FuturePlan (Other Financial Services) Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
FuturePlan (Other Financial Services) FAQs
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When was FuturePlan (Other Financial Services) founded?
FuturePlan (Other Financial Services) was founded in 1974.
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Where is FuturePlan (Other Financial Services) headquartered?
FuturePlan (Other Financial Services) is headquartered in Roseville, CA.
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What is the size of FuturePlan (Other Financial Services)?
FuturePlan (Other Financial Services) has 100 total employees.
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What industry is FuturePlan (Other Financial Services) in?
FuturePlan (Other Financial Services)’s primary industry is Other Financial Services.
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Is FuturePlan (Other Financial Services) a private or public company?
FuturePlan (Other Financial Services) is a Private company.
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What is FuturePlan (Other Financial Services)’s current revenue?
The current revenue for FuturePlan (Other Financial Services) is .
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Who are FuturePlan (Other Financial Services)’s competitors?
Infocus (Other Financial Services) and Benefitsdesigns are competitors of FuturePlan (Other Financial Services).
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When was FuturePlan (Other Financial Services) acquired?
FuturePlan (Other Financial Services) was acquired on 23-Oct-2017.
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Who acquired FuturePlan (Other Financial Services)?
FuturePlan (Other Financial Services) was acquired by Ascensus.
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