Retirement Plan Consulting Group Overview

  • Year Founded
  • 2016

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 6

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Retirement Plan Consulting Group General Information

Description

Provider of wealth management services intended for retirement income preparation. The company offers financial literacy content, calculators, and finance and retirement planning articles, providing clients with comprehensive investment planning and consulting as well as retirement income analysis services.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 150 Motor Parkway
  • Suite 210
  • New York, NY 11788
  • United States
+1 (631)
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Asset Management
Parent Company
Corporate Office
  • 150 Motor Parkway
  • Suite 210
  • New York, NY 11788
  • United States
+1 (631)

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Retirement Plan Consulting Group Valuation & Funding

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

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Retirement Plan Consulting Group 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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Retirement Plan Consulting Group Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Retirement Plan Consulting Group FAQs

  • When was Retirement Plan Consulting Group founded?

    Retirement Plan Consulting Group was founded in 2016.

  • Where is Retirement Plan Consulting Group headquartered?

    Retirement Plan Consulting Group is headquartered in New York, NY.

  • What is the size of Retirement Plan Consulting Group?

    Retirement Plan Consulting Group has 6 total employees.

  • What industry is Retirement Plan Consulting Group in?

    Retirement Plan Consulting Group’s primary industry is Other Financial Services.

  • Is Retirement Plan Consulting Group a private or public company?

    Retirement Plan Consulting Group is a Private company.

  • What is Retirement Plan Consulting Group’s current revenue?

    The current revenue for Retirement Plan Consulting Group is .

  • Who are Retirement Plan Consulting Group’s investors?

    Wells Fargo Advisors has invested in Retirement Plan Consulting Group.

  • When was Retirement Plan Consulting Group acquired?

    Retirement Plan Consulting Group was acquired on 14-Jun-2024.

  • Who acquired Retirement Plan Consulting Group?

    Retirement Plan Consulting Group was acquired by HowardSimon Retirement.

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