RPS Plan Administration

Littleton, United States Founded: 1977 • Age: 49 yrs Acquired By Alerus Financial
Wealth management services are provided to clients by RPS firm.

About RPS Plan Administration

RPS Plan Administration is a Financial Services company based in Littleton (United States) founded in 1977, and was acquired by Alerus Financial in December 2020. It operates as a wealth management services are provided to clients by RPS firm. Its chief executive is Nathan Carlson. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning and 5 more; 5 of its 10 listed competitors have raised funding.

Company details

RPS was founded in 1977 and is headquartered in Littleton, United States. Operations are centered in the financial services sector, with a focus on wealth management and retirement plan administration. Services include asset preservation and advisory support for individuals and organizations. The firm is led by CEO Nathan Carlson, and activities are conducted primarily within the US market.

  • Headquarters Littleton, United States
  • Stage Acquired
  • Sectors
    Financial Services
  • Email
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  • Website rpsplanadm.com
  • Social X Facebook
  • Acquired by Alerus Financial (Dec 2020)
Operational Areas
Key Metrics

Investors in RPS Plan Administration

RPS Plan Administration has secured backing from 1 investor. Prominent investors backing the company include Alerus Financial.

All
InvestorDescriptionFounded YearDomainLocation
Wealth management services are provided by Alerus Financial.
1879alerus.comGrand Forks, United States
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Investor details for RPS Plan Administration

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People of RPS Plan Administration

1 people are tracked at RPS Plan Administration (1 in leadership).

NameRoleGroup
Nathan Carlson
CEOLeadership
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Complete people profiles for RPS Plan Administration

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Timeline of RPS Plan Administration

2 dated milestones of RPS Plan Administration across 43 years, from founding to its latest funding, stage changes and deals.

  1. Founded RPS Plan Administration is founded.
  2. Exit Acquired by Alerus Financial.

Competitors of RPS Plan Administration

RPS Plan Administration has 10 listed competitors in our database, 5 of them funded. They include Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
raymondjames.com1962St. Petersburg, United States–18,000
M&A advisory, capital markets, and wealth management services are offered.
wintrust.com1991Rosemont, United States–10,463
Bank offering diversified financial services
focusfinancialpartners.com2004New York, United States$332.68M–
Business consulting services are provided to banks and lending institutions.
aleragroup.com1995Deerfield, United States$250M–
HR, insurance, and liability services are provided by Alera Group.
creativeplanning.com1983Overland Park, United States–97
Provider of wealth management services
hightoweradvisors.com2008Chicago, United States$129.4M–
Provider of wealth management services
bostonprivate.com1986Boston, United States––
Wealth management services are offered by Boston Private.
myfw.com2004Denver, United States$51.36M256
Wealth management firm
berkadia.com2009New York, United States$1B1,266
Wealth management services are provided to clients by Berkadia.
zionsbank.com1873Salt Lake, United States––
Zions Bank provides private banking and wealth management services for high-net-worth individuals and families.
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Detailed competitors of RPS Plan Administration

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Top companies in Asset Management

10 companies that operate in the same segment as RPS Plan Administration (Asset Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Digital entertainment, e-commerce, and financial services are provided globally.
2006Singapore, Singapore, SingaporeUSD 721.47 MUSD 22.94 B3,733
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M––
Provides mutual funds management and financial advisory services.
1987Mumbai, Maharashtra, India–––
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United Kingdom–USD 6.37 B7,550
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Diversified investment management services are offered across multiple asset classes.
2001Rio De Janeiro, Rio De Janeiro, BrazilUSD 273 M––
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United States–USD 126.21 B46,500
Universal banking and financial advisory services are provided globally.
1865London, England, United Kingdom–USD 141.4 B211,000
Insurance and asset management services are offered in multiple regions.
1696London, England, United Kingdom–USD 78.79 B29,090
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Frequently Asked Questions about RPS Plan Administration

RPS Plan Administration was founded in 1977.

RPS Plan Administration is headquartered in Littleton, United States.

Nathan Carlson is the current CEO of RPS Plan Administration.

RPS was founded in 1977 and is headquartered in Littleton, United States. Operations are centered in the financial services sector, with a focus on wealth management and retirement plan administration. Services include asset preservation and advisory support for individuals and organizations. The firm is led by CEO Nathan Carlson, and activities are conducted primarily within the US market.

RPS Plan Administration's top competitors include Focus Financial Partners, Alera Group and Raymond James.

RPS Plan Administration has 1 investor. Key investors include Alerus Financial.

Yes. RPS Plan Administration was acquired by Alerus Financial in December 2020.

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