About PCS Retirement
PCS Retirement is a company based in Beaverton (United States) founded in 2001. PCS Retirement has completed 2 acquisitions, including Aspire and PCS Retirement. PCS Retirement offers products and services including Retirement Plan Solutions, Advisor Lab, and Participant App. PCS Retirement operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter Beaverton, United States
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Pcs Retirement, Llc
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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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- Investors
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Employee Count
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Investments & Acquisitions
Aspire
& 1 more
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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
Funding Insights of PCS Retirement
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 |
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Private equity investing focused on business, financial, and healthcare services sectors.
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Investor details for PCS Retirement
Investor domains, locations, round participation, and complete history require an active premium plan.
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- Investor locations
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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.
Investment portfolio details for PCS Retirement
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
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Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Retirement-focused investment management services are provided by the firm.
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Locked | Locked | 2002 | Locked | |
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Employee retirement benefits services are provided to organizations.
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Locked | Locked | 1980 | Locked |
Complete acquisition details for PCS Retirement
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- Transaction dates
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- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - PCS Retirement
Detailed financials for PCS Retirement
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- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
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Pcs Retirement Comparisons
Peer comparison for PCS Retirement
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
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- Operating benchmarks
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Competitors of PCS Retirement
PCS Retirement 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 The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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App-based financial planning and management platform for individuals
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Financial advisory and wealth management are provided to healthcare professionals.
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Personal finance management and investment advise
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An app-based platform is provided for individual wealth management.
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Detailed competitors of PCS Retirement
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Verified entity values are shown only after access is granted.
Latest news on Pcs Retirement
Complete news archive for PCS Retirement
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- Full article archive
- Source and publication date
- Older coverage
- 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 current CEO of PCS Retirement.
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.