About Platform Specialists
Platform Specialists is a Financial Services company based in Montclair (United States) founded in 2012, and was acquired by Accordion in February 2022. Financial advisory services are provided to clients by Platform Specialists. Its focus areas include Services for Investment Industry, Consultancy Services, Diversified and Asset Management. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
Platform Specialists was established in 2012 in Montclair, United States. Operations are centered in the financial sector, where advisory services are delivered to support client needs. The company focuses on guidance related to financial matters, with activities conducted primarily in the domestic market. Its online presence is maintained through the domain platformspecialists.com, facilitating access to these services.
- Headquarters Montclair, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website platformspecialists.com
- Social LinkedIn X
- Acquired by Accordion (Feb 2022)
Investors in Platform Specialists
Platform Specialists has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Accordion.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Accounting services are provided by Accordion to business clients. | 2009 | accordion.com | New York, United States |
Investor details for Platform Specialists
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Platform Specialists
100 people are tracked at Platform Specialists (90 in leadership, 10 in team).
| Name | Role | Group |
|---|---|---|
Gui Wu | Vice President Total Rewards & Benefits | Leadership |
Mukesh Shah | Head Of CFO Technology | Leadership |
Kristin Trahan Winford | Managing Director | Leadership |
Kyle Roemer | Managing Director, US Data & Analytics Practice Lead | Leadership |
Rich Halevy | Managing Director | Leadership |
Herb Cohen | Managing Director | Leadership |
Luke Espich | Managing Director | Leadership |
Arthur Yount | Managing Director, Leader Of Revenue Cycle COE | Leadership |
Madhuri Palla | Director - TA HR | Leadership |
Amin S. | Director, Transformation | Leadership |
Erica Baker | Director- CFO Tech | Leadership |
Ian Mccracken | Managing Director | Leadership |
Puneet Sapra | Managing Director | Leadership |
Chris Stipe | Managing Director, Head Of Chicago Office | Leadership |
Sujay Madyastha | Managing Director | Leadership |
Shaharyar Ahmed | Managing Director (private Equity Consulting, Transaction Execution, Strategic Finance) | Leadership |
Udit Sharma | Managing Director | Leadership |
Marc Passalacqua | Managing Director | Leadership |
Courtney Bowerman | Chief Marketing Officer | Leadership |
Sanjeev Parlikar | MD & Head, Strategic Finance | Leadership |
80 more people are available in the full profile.
Complete people profiles for Platform Specialists
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
Verified entity values are shown only after access is granted.
Timeline of Platform Specialists
2 dated milestones of Platform Specialists across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Platform Specialists is founded.
- Exit Acquired by Accordion.
Competitors of Platform Specialists
Platform Specialists has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of Platform Specialists
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Platform Specialists (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Platform Specialists
Platform Specialists was founded in 2012.
Platform Specialists is headquartered in Montclair, United States. It is registered at Montclair, New Jersey, United States.
Platform Specialists was established in 2012 in Montclair, United States. Operations are centered in the financial sector, where advisory services are delivered to support client needs. The company focuses on guidance related to financial matters, with activities conducted primarily in the domestic market. Its online presence is maintained through the domain platformspecialists.com, facilitating access to these services.
Platform Specialists's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Platform Specialists has 1 investor. Key investors include Accordion.
Yes. Platform Specialists was acquired by Accordion in February 2022.