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Professional Capital Services

Professional Capital Services?uq=w9if130k
2001 FOUNDED
PRIVATE STATUS
PE Growth LATEST DEAL TYPE
1 INVESTORS
Description

Provider of an independent and conflict-free retirement services platform. The company's retirement services platform automates sale, design, valuation and management of retirement plans registered investment advisers, independent broker dealers and investment management firms serving corporate, professional and governmental markets thus facilitating the retirement ecosystem.

Website
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Automation/Workflow Software
Other Industries
Media and Information Services (B2B)
Primary Office
  • 1801 Market Street
  • Suite 1000
  • Philadelphia, PA 19103
  • United States

+1 (888) 000-0000
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Professional Capital Services Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. PE Growth/Expansion 31-Oct-2017 Completed Generating Revenue
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Professional Capital Services Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
LLR Partners PE/Buyout Minority 000 0000 000000 0

Professional Capital Services Executive Team (1)

Name Title Board
Seat
Contact
Info
Mark Klein Founder, Chairman & Chief Executive Officer

Professional Capital Services Board Members (1)

Name Representing Role Since Contact
Info
Mark Klein Professional Capital Services Founder, Chairman & Chief Executive Officer 000 0000