Trust Builders
1982
FOUNDED
M&A
STATUS
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Developer of a retirement planning software designed to educate clients on retirement plans. The company's TRAK software can be used interactively to illustrate how changing variables can have a big impact on retirement goals, enabling financial advisers to make retirement planning easy to understand for clients.
Website
Formerly Known As
The Annuity People
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Application Software
Primary Office
- PO Box 1088
- Dallas, OR 97338
- United States
+1 (503) 000-0000
Trust Builders Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| 00000000 000000000 | Private Equity-Backed | Milwaukee, WI | 000 | 000.00 | 000000000 | 000.00 |
Trust Builders Executive Team (2)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Edward Dressel | President & Corporate Accounts Manager |
1 Former Executive
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