Palmerrc
About Palmerrc
Palmerrc was a Financial Services company, and was acquired by SageView Advisory Group in January 2024. It provides comprehensive retirement planning and consulting services. It operates on a B2B model. The company is recorded as dissolved. Its focus areas include Wealth Management, Retirement Planning and Consulting Services. Its competitors include KPMG, Booz Allen Hamilton, SGS, Teneo and Cognizant and 3 more; 2 of its 8 listed competitors have raised funding.
Company details
Palmerrc operates with a B2B model, focusing on offering financial products and advice, managing wealth portfolios, supporting retirement planning, and consulting services. Provides comprehensive retirement planning and consulting services. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
- Stage Acquired
- SectorsFinancial Services
- Website palmerrc.com
- Acquired by SageView Advisory Group (Jan 2024)
- Investors
- Acquired bySageView Advisory Group
(Jan 2024)
Investors in Palmerrc
Palmerrc has secured backing from 1 investor. Prominent investors backing the company include SageView Advisory Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment consulting services are provided to clients by the firm. | 1989 | sageviewadvisory.com | Newport Beach, United States |
Investor details for Palmerrc
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Competitors of Palmerrc
Palmerrc has 8 listed competitors in our database, 2 of them funded. They include KPMG, Booz Allen Hamilton, SGS, Teneo and Cognizant, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| kpmg.com | 1987 | London, United Kingdom | – | 587 | Audit, tax, accounting, strategy, and financial advisory services are provided. | |
| boozallen.com | 1914 | Mclean, United States | – | 34,200 | Analytics, cybersecurity, and digital transformation services are provided. | |
| sgs.com | 1878 | Geneva, Switzerland | – | 95,745 | Product inspection, testing, and digital transformation services are provided. | |
| teneo.com | 2011 | New York, United States | $400M | 313 | Business consulting, financial advisory, and crisis management services are provided. | |
| cognizant.com | 1994 | United States | – | 14 | Provider of software development, cloud & data management, and IT consulting services | |
| zs.com | 1983 | Evanston, United States | – | – | Strategic and management consulting services are provided worldwide. | |
| fticonsulting.com | 1982 | – | – | 7,990 | Business strategy, litigation, financial, and other consulting services are provided. | |
| prophet.com | 1992 | San Francisco, United States | $94.33M | – | Brand and marketing consulting solutions provider |
Detailed competitors of Palmerrc
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Top companies in Investment Banks
10 companies that operate in the same segment as Palmerrc (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | – | USD 42.22 M | – | |
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | – | USD 119.72 B | 80,000 | |
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 39.09 M | USD 116.66 M | 104 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
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Frequently Asked Questions about Palmerrc
Palmerrc operates with a B2B model, focusing on offering financial products and advice, managing wealth portfolios, supporting retirement planning, and consulting services. Provides comprehensive retirement planning and consulting services. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
Palmerrc's top competitors include Booz Allen Hamilton, ZS and Teneo.
Palmerrc has 1 investor. Key investors include SageView Advisory Group.
Yes. Palmerrc was acquired by SageView Advisory Group in January 2024.