Evolution Retirement Services

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 Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
PenSys (Roseville) Private Equity-Backed Roseville, CA 00 000000000000
000 0000000000 000 Private Equity-Backed Brentwood, TN 00 000000000000
0000 0000000 00000 Formerly VC-backed Accra, Ghana 0 00000 000000 - 000 00000
0000 0000000 00000 Corporate Backed or Acquired Boston, MA 00000 00.000 000000&0 00.000

Evolution Retirement Services Executive Team (1)

Name Title Board Seat Contact Info
Mark Maurice President