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Professional Capital Services

Professional Capital Services
2001 FOUNDED
PRIVATE STATUS
PE Growth LATEST DEAL TYPE
1 FINANCING ROUNDS
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

Professional Capital Services Valuation and Funding

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

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Professional Capital Services Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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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
0000 00000 Professional Capital Services Founder, Chairman & Chief Executive Officer 000 0000