About PCS Retirement
PCS Retirement is a Technology company based in Beaverton (United States) founded in 2001. A record-keeping platform for retirement plans is provided. PCS Retirement has completed 2 acquisitions, including Aspire and PCS Retirement. Its chief executive, as recorded, is Mark Klein. Its website pcsretirement.com draws about 147 thousand monthly visits. PCS Retirement offers products and services including Retirement Plan Solutions, Advisor Lab, and Participant App. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its legal entity is PCS RETIREMENT, LLC. Its competitors include The Tifin Group, Ascensus and Farther; 2 of its 3 listed competitors have raised funding.
Company details
Founded in 2001 in Beaverton, United States, PCS Retirement operates within the financial services sector focused on retirement plans. Record-keeping platforms are supplied to support plan administration, while white-label options are extended to fiduciary advisors for service design and delivery. Core elements include open architecture, automated processing, full fee disclosure, and customization. Assets under administration exceed 390 million across 197 plans.
- Headquarters Beaverton, United States
- SectorsTechnology
- Website category Finance · Banking Credit and Lending
- Email••••••••
- Phone•••• ••••
- Website pcsretirement.com
- Social LinkedIn X
- Legal Name Pcs Retirement, Llc
- Investors
- Investments & AcquisitionsAspire
& 1 more
Products & Services of PCS Retirement
PCS Retirement offers a comprehensive portfolio of products and services, including Retirement Plan Solutions, Advisor Lab, and Participant App.
Provides tools for retirement savings and administration
Platform to locate and manage plan opportunities
App for monitoring retirement finances remotely
Apps and channels of PCS Retirement
PCS Retirement publishes 1 mobile app with over 10K+ downloads.
Funding Insights of PCS Retirement
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of PCS Retirement with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2024 | Private Equity Round | – | Lee Equity | – |
1 investors in total: 1 institutional.
Investors in PCS Retirement
PCS Retirement has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Lee Equity.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investing focused on business, financial, and healthcare services sectors. | leeequity.com |
Investor details for PCS Retirement
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- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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People of PCS Retirement
1 people are tracked at PCS Retirement (1 in leadership).
| Name | Role | Group |
|---|---|---|
Mark Klein | CEO | Leadership |
Complete people profiles for PCS Retirement
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by PCS Retirement
PCS Retirement has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Aspire and PCS Retirement.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Employee retirement benefits services are provided to organizations. | abgrm.com | Midvale, United States | 1980 | Jan 2021 | •••• | |
Retirement-focused investment management services are provided by the firm. | aspireonline.com | Tampa, United States | 2002 | Jul 2019 | •••• |
Complete acquisition details for PCS Retirement
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- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of PCS Retirement
4 dated milestones of PCS Retirement across 23 years, from founding to its latest funding, stage changes and deals.
- Founded PCS Retirement is founded.
- Acquisition Acquires Aspire.
- Acquisition Acquires PCS Retirement.
- Funding First funding round.
Competitors of PCS Retirement
PCS Retirement has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed competitors of PCS Retirement
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- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of PCS Retirement
The website of PCS Retirement (pcsretirement.com) receives about 146.9K visits a month and ranks #249,418 among all websites worldwide, #3,819 in Banking Credit and Lending.
- Monthly visits146.9K
▼ 0.7% vs previous month
- Unique visitors44.7K
per month
- Global rank#249,418
among all websites
- Category rank#3,819
Finance · Banking Credit and Lending
- Bounce rate29%
- Pages per visit3.2
- Average visit2 min 05 sec
- DevicesDesktop 66% · Mobile 34%
Websites whose visitors overlap most with PCS Retirement. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
webaccountlink.com | webaccountlink.com | 100% | #223,998 | – | |
| chase.com | 98% | 198.6M | #125 | View details | |
| wellsfargo.com | 93% | 104.9M | #241 | View details | |
| bankofamerica.com | 87% | 113.9M | #258 | View details | |
| discover.com | 87% | 40.3M | #908 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 16 similar websites and full traffic analytics for PCS Retirement
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- 16 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as PCS Retirement (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Pcs Retirement
Complete news archive for PCS Retirement
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- Brand-specific news history
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Frequently Asked Questions about PCS Retirement
PCS Retirement was founded in 2001 and raised its 1st funding round 23 years after it was founded.
PCS Retirement is headquartered in Beaverton, United States. It is registered at Beaverton, Oregon, United States.
Mark Klein is the CEO of PCS Retirement, as recorded in our data.
Founded in 2001 in Beaverton, United States, PCS Retirement operates within the financial services sector focused on retirement plans. Record-keeping platforms are supplied to support plan administration, while white-label options are extended to fiduciary advisors for service design and delivery. Core elements include open architecture, automated processing, full fee disclosure, and customization. Assets under administration exceed 390 million across 197 plans.
PCS Retirement's top competitors include The Tifin Group, Ascensus and Farther.
PCS Retirement offers Retirement Plan Solutions, Advisor Lab, and Participant App.
PCS Retirement has made 2 acquisitions, including Aspire, and PCS Retirement.
PCS Retirement has 1 investor. Key investors include Lee Equity.
PCS Retirement operates through Pcs Retirement, Llc.
Yes. PCS Retirement publishes PCS Accountlink, with over 10,000 downloads.
The website of PCS Retirement receives about 147 thousand visits a month and ranks #249,418 among all websites worldwide.