Keystone Retirement & Insurance Advisors Overview
- Year Founded
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2013
- Status
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Acquired/Merged
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
Keystone Retirement & Insurance Advisors General Information
Description
Provider of retirement planning and investment management services based in Houston, Texas. The company offers qualified and non-qualified retirement plans and investment education for plan sponsors and participants, enabling businesses to establish, maintain and service their corporate retirement benefits needs.
Contact Information
Website
www.keystoneretirementgroup.comCorporate Office
- 9600 Long Point Road
- Suite 200
- Houston, TX 77055
- United States
Corporate Office
- 9600 Long Point Road
- Suite 200
- Houston, TX 77055
- United States
Keystone Retirement & Insurance Advisors Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Keystone Retirement & Insurance Advisors Comparisons
Industry
Financing
Details
Keystone Retirement & Insurance Advisors Competitors (6)
One of Keystone Retirement & Insurance Advisors’s 6 competitors is Burnham Benefits Insurance Services, a Corporate Backed or Acquired company based in Irvine, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Burnham Benefits Insurance Services | Corporate Backed or Acquired | Irvine, CA | ||||
| Pencorp | Corporation | Cincinnati, OH | ||||
| Aon | Corporation | London, United Kingdom | ||||
| SageView Advisory Group | Private Equity-Backed | Newport Beach, CA | ||||
| Allworth Financial | Private Equity-Backed | Folsom, CA |
Keystone Retirement & Insurance Advisors FAQs
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When was Keystone Retirement & Insurance Advisors founded?
Keystone Retirement & Insurance Advisors was founded in 2013.
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Where is Keystone Retirement & Insurance Advisors headquartered?
Keystone Retirement & Insurance Advisors is headquartered in Houston, TX.
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What industry is Keystone Retirement & Insurance Advisors in?
Keystone Retirement & Insurance Advisors’s primary industry is Other Financial Services.
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Is Keystone Retirement & Insurance Advisors a private or public company?
Keystone Retirement & Insurance Advisors is a Private company.
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What is Keystone Retirement & Insurance Advisors’s current revenue?
The current revenue for Keystone Retirement & Insurance Advisors is .
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Who are Keystone Retirement & Insurance Advisors’s competitors?
Burnham Benefits Insurance Services, Pencorp, Aon, SageView Advisory Group, and Allworth Financial are some of the 6 competitors of Keystone Retirement & Insurance Advisors.
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When was Keystone Retirement & Insurance Advisors acquired?
Keystone Retirement & Insurance Advisors was acquired on 29-Apr-2021.
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Who acquired Keystone Retirement & Insurance Advisors?
Keystone Retirement & Insurance Advisors was acquired by OneDigital.
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