Cash Balance Actuaries Overview

  • Year Founded
  • 2009

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 23

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 2

Cash Balance Actuaries General Information

Description

Provider of actuarial and pension plan consulting services designed to help small to medium-sized businesses establish and manage retirement plans. The company offers administration, and client support, enabling businesses across the country to provide well-structured, easy-to-understand retirement solutions that meet both their needs and regulatory requirements.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 970 Iris Circle
  • Excelsior, MN 55331
  • United States
+1 (952)
Primary Industry
Consulting Services (B2B)
Parent Company
Corporate Office
  • 970 Iris Circle
  • Excelsior, MN 55331
  • United States
+1 (952)

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Cash Balance Actuaries Valuation & Funding

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

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Cash Balance Actuaries Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Cash Balance Actuaries FAQs

  • When was Cash Balance Actuaries founded?

    Cash Balance Actuaries was founded in 2009.

  • Where is Cash Balance Actuaries headquartered?

    Cash Balance Actuaries is headquartered in Excelsior, MN.

  • What is the size of Cash Balance Actuaries?

    Cash Balance Actuaries has 23 total employees.

  • What industry is Cash Balance Actuaries in?

    Cash Balance Actuaries’s primary industry is Consulting Services (B2B).

  • Is Cash Balance Actuaries a private or public company?

    Cash Balance Actuaries is a Private company.

  • What is Cash Balance Actuaries’s current revenue?

    The current revenue for Cash Balance Actuaries is .

  • When was Cash Balance Actuaries acquired?

    Cash Balance Actuaries was acquired on 13-Dec-2024.

  • Who acquired Cash Balance Actuaries?

    Cash Balance Actuaries was acquired by HowardSimon.

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