About Compass Point Retirement Planning
Compass Point Retirement Planning, established in 1995 and currently in Acquired stage, focuses on offering financial products and advice, and finance accounting services. Provider of retirement planning processing services. Adapting to market demands with innovation and client-focused strategies. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarter Wakefield, United States
- Founders Michael J LaBrie
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Sectors
Business Services
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Phone
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Website
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Social
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- Legal Name Maine Potato Growers, Inc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
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Acquired by
Gallagher
(Oct 31, 2022)
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Funding Insights of Compass Point Retirement Planning
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Compass Point Retirement Planning
Compass Point Retirement Planning has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Arthur J. Gallagher & Co.. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Diversified insurance brokerage and risk management services are offered worldwide.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Compass Point Retirement Planning
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Compass Point Retirement Planning
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Compass Point Retirement Planning Comparisons
Competitors of Compass Point Retirement Planning
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Compass Point Retirement Planning
Frequently Asked Questions about Compass Point Retirement Planning
When was Compass Point Retirement Planning founded?
Compass Point Retirement Planning was founded in 1995.
Where is Compass Point Retirement Planning located?
Compass Point Retirement Planning is headquartered in Wakefield, United States.
What does Compass Point Retirement Planning do?
Compass Point Retirement Planning, established in 1995 and currently in Acquired stage, focuses on offering financial products and advice, and finance accounting services. Provider of retirement planning processing services. Adapting to market demands with innovation and client-focused strategies. It continues to evolve, meeting industry challenges with strategic approaches.
Who are Compass Point Retirement Planning's investors?
Compass Point Retirement Planning has 1 investor. Key investors include Arthur J. Gallagher & Co..