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
- Investors
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Employee Count
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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Mar, 2024 | Amount | Private Equity Round - PCS Retirement | Valuation | Lee Equity |
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| 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 PCS Retirement
PCS Retirement has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Lee Equity. 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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Private equity investing focused on business, financial, and healthcare services sectors.
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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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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| 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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2002 | ||||
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Employee retirement benefits services are provided to organizations.
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1980 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - PCS Retirement
| 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 |
Pcs Retirement Comparisons
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. 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 |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
Financial advisory and wealth management are provided to healthcare professionals.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| 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 Pcs Retirement
Frequently Asked Questions about PCS Retirement
When was PCS Retirement founded?
PCS Retirement was founded in 2001 and raised its 1st funding round 23 years after it was founded.
Where is PCS Retirement located?
PCS Retirement is headquartered in Beaverton, United States. It is registered at Beaverton, Oregon, United States.
Who is the current CEO of PCS Retirement?
Mark Klein is the current CEO of PCS Retirement.
What does PCS Retirement do?
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.
Who are the top competitors of PCS Retirement?
PCS Retirement's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does PCS Retirement offer?
PCS Retirement offers Retirement Plan Solutions, Advisor Lab, and Participant App.
How many acquisitions has PCS Retirement made?
PCS Retirement has made 2 acquisitions, including Aspire, and PCS Retirement.
Who are PCS Retirement's investors?
PCS Retirement has 1 investor. Key investors include Lee Equity.
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