Trust Builders Overview

  • Year Founded
  • 1982

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Trust Builders General Information

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.

Contact Information

Website
www.asktrak.com
Formerly Known As
The Annuity People
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • PO Box 1088
  • Dallas, OR 97338
  • United States
+1 (503)
Primary Industry
Financial Software
Vertical(s)
TMT
Corporate Office
  • PO Box 1088
  • Dallas, OR 97338
  • United States
+1 (503)

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Trust Builders Valuation & Funding

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

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Trust Builders Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a retirement planning software designed to educate clients on retirement plans. The company's TRAK software
Financial Software
Dallas, OR

Boulder, CO

Shelton, CT
 
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Trust Builders Competitors (4)

One of Trust Builders’s 4 competitors is WealthTrace, a Corporation company based in Boulder, CO.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
WealthTrace Corporation Boulder, CO
RightCapital Venture Capital-Backed Shelton, CT
Advicent Solutions Private Equity-Backed Milwaukee, WI
Abbove Private Equity-Backed Etterbeek, Belgium
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Trust Builders FAQs

  • When was Trust Builders founded?

    Trust Builders was founded in 1982.

  • Where is Trust Builders headquartered?

    Trust Builders is headquartered in Dallas, OR.

  • What industry is Trust Builders in?

    Trust Builders’s primary industry is Financial Software.

  • Is Trust Builders a private or public company?

    Trust Builders is a Private company.

  • What is Trust Builders’s current revenue?

    The current revenue for Trust Builders is .

  • Who are Trust Builders’s competitors?

    WealthTrace, RightCapital, Advicent Solutions, and Abbove are competitors of Trust Builders.

  • When was Trust Builders acquired?

    Trust Builders was acquired on 04-Jan-2007.

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