About Prime Pensions
Prime Pensions is a Business Services company based in Florham Park (United States) founded in 2012. Retirement plans, actuarial services, and record-keeping are provided. Prime Pensions has completed 6 acquisitions, including Aldrich Advisors, Associated Pension Consultants and Pension Benefits Unlimited. Prime Pensions offers products and services including Retirement Plan Administration and Consulting Services. Its focus areas include HR Services, Employee Benefits and Retirement Benefits. Its legal entity is Prime Pensions, Inc. Its competitors include Bright Horizons Family Solutions, Zenith American Solutions and Intellivo; 1 of its 3 listed competitors has raised funding.
Company details
Prime Pensions was established in 2012 in Florham Park, United States. Services in the retirement and pensions sector are delivered, including the administration of retirement plans, actuarial analysis, and record-keeping functions. Operations focus on supporting employers and individuals with compliance and management needs in these areas. The company operates primarily within the United States financial services landscape.
- Headquarters Florham Park, United States
- SectorsBusiness Services
- Email••••••••
- Phone•••• ••••
- Website primepensionsinc.com
- Social LinkedIn Facebook
- Legal Name Prime Pensions, Inc.
- InvestorsLightyear Capital
& 1 more
- Investments & AcquisitionsAldrich Advisors
& 5 more
Products & Services of Prime Pensions
Prime Pensions offers a comprehensive portfolio of products and services, including Retirement Plan Administration and Consulting Services.
Administers 401(k) and profit sharing plans for employers.
Offers design and support for defined benefit plans without fees.
Funding Insights of Prime Pensions
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of Prime Pensions with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2024 | Seed | – | Lightyear Capital | – | |
| Feb 2021 | Seed | – | Mill Point Capital | – |
2 investors in total: 2 institutional.
Investors in Prime Pensions
Prime Pensions has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Lightyear Capital and Mill Point Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm investing in financial services sector | lycap.com | New York, United States | ||
Mill Point Capital is focused on private equity investments. | millpoint.com | New York, United States |
Investor details for Prime Pensions
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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People of Prime Pensions
5 people are tracked at Prime Pensions (4 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Jeffrey D Schreiber | Director Of Sales | Leadership |
Scott Feit | CEO | Leadership |
Jason Strand | Chief Financial Officer | Leadership |
Jack Curtis | Regional Vice President Of Sales (east) | Leadership |
Bettyann Fiore | Controller | Team |
Complete people profiles for Prime Pensions
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
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Investments & Acquisitions by Prime Pensions
Prime Pensions has strategically engaged in corporate development activities, having acquired 6 companies. Notable acquisitions include Aldrich Advisors, Associated Pension Consultants and Pension Benefits Unlimited.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Pension administration and actuarial services are provided to clients. | piperpension.com | Marina Del Rey, United States | 1994 | Oct 2024 | •••• | |
Financial planning and investment management services are provided to clients. | vffg.com | United States | 1997 | Aug 2024 | •••• | |
Pension benefits management solutions are offered to investment firms. | pbuinc.com | Irvine, United States | 1992 | Nov 2023 | •••• | |
Retirement planning services are provided to clients nationwide. | e-apc.com | Chico, United States | 1974 | Sep 2022 | •••• | |
Finance and accounting services are provided by Aldrich Advisors. | aldrichadvisors.com | Lake Oswego, United States | 1973 | Aug 2022 | •••• | |
Investment management services for pensions are provided nationwide. | ppnw.net | Eugene, United States | 1986 | Dec 2021 | •••• |
Complete acquisition details for Prime Pensions
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Prime Pensions
9 dated milestones of Prime Pensions across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Prime Pensions is founded.
- Funding First funding round.
- Acquisition Acquires Pension Planners Northwest.
- Acquisition Acquires Aldrich Advisors.
- Acquisition Acquires Associated Pension Consultants.
- Acquisition Acquires Pension Benefits Unlimited.
- Funding Latest funding round, Seed,.
- Acquisition Acquires Valley Forge Pension Management.
- Acquisition Acquires Piper Pension & Profit Sharing.
Competitors of Prime Pensions
Prime Pensions has 3 listed competitors in our database, 1 of them funded. They include Bright Horizons Family Solutions, Zenith American Solutions and Intellivo.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| brighthorizons.com | 1986 | Watertown, United States | 44,184 | Early education and child care services are provided globally. | ||
| zenith-american.com | 1990 | Mokena, United States | 1,301 | Third-party administration services are provided for U.S. workforce benefits. | ||
| intellivo.com | 1999 | Memphis, United States | $40M | 69 | Healthcare claims detection and recovery solutions are provided. |
Detailed competitors of Prime Pensions
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- Full competitor set
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Top companies in Human Resource & Staffing Services
3 companies that operate in the same segment as Prime Pensions (Human Resource & Staffing Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based HRMS platform is offered for small and medium businesses. | 1988 | Dublin, United States | USD 60 M | USD 5.01 B | 3,600 | |
HR, insurance, and liability services are provided by Alera Group. | 1995 | Deerfield, United States | USD 250 M | |||
Provider of laboratory tests for physicians | 1969 | Burlington, Vermont, United States | USD 13.95 B | 70,000 |
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Related news about Prime Pensions
Complete news archive for Prime Pensions
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Frequently Asked Questions about Prime Pensions
Prime Pensions was founded in 2012 and raised its 1st funding round 9 years after it was founded.
Prime Pensions is headquartered in Florham Park, United States. It is registered at Florham Park, New Jersey, United States.
Prime Pensions was established in 2012 in Florham Park, United States. Services in the retirement and pensions sector are delivered, including the administration of retirement plans, actuarial analysis, and record-keeping functions. Operations focus on supporting employers and individuals with compliance and management needs in these areas. The company operates primarily within the United States financial services landscape.
Prime Pensions's top competitors include Bright Horizons Family Solutions, Intellivo and Zenith American Solutions.
Prime Pensions offers Retirement Plan Administration and Consulting Services.
Prime Pensions has made 6 acquisitions, including Aldrich Advisors, Associated Pension Consultants, and Pension Benefits Unlimited.
Prime Pensions has 2 investors. Key investors include Lightyear Capital, and Mill Point Capital.
Prime Pensions operates through Prime Pensions, Inc..