About Erman Retirement Advisory
Erman Retirement Advisory is a company based in Seal Beach (United States) founded in 1987 was acquired by Edelman Financial Engines in December 2022.. Erman Retirement Advisory operates in a competitive market with competitors including MetLife, Pacific Life, Voya Financial, Jackson and Reinsurance Group of America, among others.
- Headquarter Seal Beach, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
Employee Count
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Acquired by
Edelman Financial Engines
(Dec 14, 2022)
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Funding Insights of Erman Retirement Advisory
| 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 |
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Investors in Erman Retirement Advisory
Erman Retirement Advisory has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Edelman Financial Engines. 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 investment management services are provided to clients.
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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 Erman Retirement Advisory
| 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 - Erman Retirement Advisory
| 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 |
Erman Retirement Advisory Comparisons
Competitors of Erman Retirement Advisory
Erman Retirement Advisory operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MetLife, Pacific Life, Voya Financial, Jackson and Reinsurance Group of America, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Internet-based life, health, auto, home, and pet insurance is offered.
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Insurance company
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Provider of pension fund for the employees based out of the US
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Retirement-focused investment management services are provided by the firm.
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Global life and health reinsurance services are provided worldwide.
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Insurance and retirement products are offered to educators nationwide.
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Erman Retirement Advisory
When was Erman Retirement Advisory founded?
Erman Retirement Advisory was founded in 1987.
Where is Erman Retirement Advisory located?
Erman Retirement Advisory is headquartered in Seal Beach, United States. It is registered at Seal Beach, California, United States.
Who is the current CEO of Erman Retirement Advisory?
Larry Raffone is the current CEO of Erman Retirement Advisory.
What does Erman Retirement Advisory do?
Edelman Financial Engines was founded in 1987 and is headquartered in Seal Beach, United States. Operations focus on the financial services sector, with retirement planning and advisory services delivered to individuals and families. The company maintains a presence through its domain, ermanretirementadvisory.com. Leadership is held by CEO Larry Raffone, overseeing core activities in wealth management and retirement strategies.
Who are the top competitors of Erman Retirement Advisory?
Erman Retirement Advisory's top competitors include Pacific Life, MetLife and Jackson.
Who are Erman Retirement Advisory's investors?
Erman Retirement Advisory has 1 investor. Key investors include Edelman Financial Engines.