Evolution Retirement Services Overview

  • Founded
  • 2004
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Evolution Retirement Services General Information


Provider of retirement planning services. The company's retirement planning services enable businesses to offer retirement plan design and administrative services for small to mid-size companies.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • 933 North Mayfair Road
  • Suite 307
  • Wauwatosa, WI 53226
  • United States
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Evolution Retirement Services Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Evolution Retirement Services Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of retirement planning services. The company's retirement planning services enable businesses to offer retireme
Other Financial Services
Wauwatosa, WI

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Brentwood, TN
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Elmsford, NY
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Evolution Retirement Services Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
The Retirement Plan Company Private Equity-Backed Brentwood, TN 00 000000000000
000000000000000 00 Corporate Backed or Acquired Elmsford, NY 000000&0
0000 0000000 00000 Formerly PE-Backed Accra, Ghana 0 00000 000000 - 000 00000
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Evolution Retirement Services Executive Team (1)

Name Title Board Seat Contact Info
Mark Maurice President
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