FPS Group

FPS Group Overview

  • Status
  • Private
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

FPS Group General Information

Description

Provider of research and consulting services designed to ensure streamlined processing and electronic services. The company's service specialize in paying agent services and automatic IRA rollover services and offer custody, safekeeping, record-keeping, tax reporting, income collection, investment of cash balances and other non-fiduciary activities and serves the retirement planning industry by developing products and services, enabling its clients to streamline processes, cut costs and improve their bottom line through an innovative and efficient way.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Commercial Services
Primary Office
  • 9200 East Mineral Avenue
  • Suite 225
  • Centennial, CO 80112
  • United States
+1 (844) 000-0000
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FPS Group Valuation & Funding

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

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FPS Group Executive Team (3)

Name Title Board Seat Contact Info
Scott Pearson President & Chief Executive Officer
Rosevelt Milam Director of IRA Sales
Mark Koeppen Senior Vice President

FPS Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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