Platform Specialists

Montclair, United States Founded: 2012 • Age: 14 yrs Acquired By Accordion
Financial advisory services are provided to clients by Platform Specialists.

About Platform Specialists

Platform Specialists is a company based in Montclair (United States) founded in 2012 was acquired by Accordion in February 2022.. Platform Specialists operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Duff & Phelps, among others.

  • Headquarter Montclair, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Accordion

    (Feb 23, 2022)

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People of Platform Specialists
Headcount 50-200
Employee Profiles 100
Employee Profiles
People
Gui Wu
Vice President Total Rewards & Benefits
People
Mukesh Shah
Head Of CFO Technology
People
Kyle Roemer
Managing Director, US Data & Analytics Practice Lead
People
Luke Espich
Managing Director

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Funding Insights of Platform Specialists

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Platform Specialists

Platform Specialists has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Accordion. 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.

All
Institutional
Investor Description Founded Year Domain Location
Accounting services are provided by Accordion to business clients.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Platform Specialists

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Platform Specialists

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Platform Specialists Comparisons

Employees
+
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Competitors of Platform Specialists

Platform Specialists 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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Duff & Phelps, 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
domain founded_year HQ Location
Mutual life insurance company
domain founded_year HQ Location
Personal and business insurance products are provided nationwide.
domain founded_year HQ Location
Fractional home equity is sold online for interest-free loans.
domain founded_year HQ Location
Financial services are offered by Thrivent as a not-for-profit entity.
domain founded_year HQ Location
Financial and risk advisory solutions are provided globally.
domain founded_year HQ Location
Milliman is engaged in actuarial consulting and analytics solutions.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Platform Specialists

Frequently Asked Questions about Platform Specialists

When was Platform Specialists founded?

Platform Specialists was founded in 2012.

Where is Platform Specialists located?

Platform Specialists is headquartered in Montclair, United States. It is registered at Montclair, New Jersey, United States.

What does Platform Specialists do?

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.

Who are the top competitors of Platform Specialists?

Platform Specialists's top competitors include MassMutual, Point Digital Finance and American Family Insurance.

Who are Platform Specialists's investors?

Platform Specialists has 1 investor. Key investors include Accordion.

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