PMA Financial Network

Naperville, United States Founded: 1984 • Age: 42 yrs Acquired By TA
Investment advisory and financial planning services are provided to clients.

About PMA Financial Network

PMA Financial Network is a company based in Naperville (United States) founded in 1984 was acquired by TA in February 2024.. The company has 134 employees as of December 31, 2021. PMA Financial Network has completed 1 acquisition, including Togel Macau. PMA Financial Network operates in a competitive market with competitors including AlphaSense, Fidelity Investments, Investec, Morgan Stanley and Northwestern Mutual, among others.

  • Headquarter Naperville, United States
  • Employees 134 as on 31 Dec, 2021
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    134

    as on Dec 31, 2021

  • Investments & Acquisitions
  • Acquired by
    TA

    (Feb 09, 2024)

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Funding Insights of PMA Financial Network

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 PMA Financial Network

PMA Financial Network has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include TA Associates. 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
Venture Fund
Investor Description Founded Year Domain Location
Multiple sectors are invested in by private equity firm TA.
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 PMA Financial Network

PMA Financial Network has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Togel Macau. 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.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Investment consulting services are provided to clients by Miles Capital.
1982
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - PMA Financial Network

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

Pma Financial Network Comparisons

Employees
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Competitors of PMA Financial Network

PMA Financial Network 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 AlphaSense, Fidelity Investments, Investec, Morgan Stanley and Northwestern Mutual, 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
AI-powered market intelligence and search platform is operated.
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Retirement, investment, and insurance products and services are provided.
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 Pma Financial Network

Frequently Asked Questions about PMA Financial Network

When was PMA Financial Network founded?

PMA Financial Network was founded in 1984.

Where is PMA Financial Network located?

PMA Financial Network is headquartered in Naperville, United States. It is registered at Naperville, Illinois, United States.

Who is the current CEO of PMA Financial Network?

Jim Davis is the current CEO of PMA Financial Network.

How many employees does PMA Financial Network have?

As of Dec 31, 2021, the latest employee count at PMA Financial Network is 134.

What does PMA Financial Network do?

PMA Financial Network was founded in 1984 and is based in Naperville, United States. Operations focus on the financial services sector, where investment advisory and comprehensive financial planning are delivered. Services include portfolio management and retirement strategies, tailored for individual and business clients. Leadership is provided by CEO Jim Davis, ensuring oversight of advisory practices across the region.

Who are the top competitors of PMA Financial Network?

PMA Financial Network's top competitors include Fidelity Investments, Investec and AlphaSense.

How many acquisitions has PMA Financial Network made?

PMA Financial Network has made 1 acquisition, including Togel Macau.

Who are PMA Financial Network's investors?

PMA Financial Network has 1 investor. Key investors include TA Associates.

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