IRON Financial, LLC's Retirement Plan Division
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IRON Financial, LLC's Retirement Plan Division - overview
Location
-, -, US
Primary Industry
Financial Services
About
Based in the US, IRON Financial, LLC's Retirement Plan Division specializes in retirement planning and investment advisory solutions to individuals, corporations, plan sponsors, and advisors. In February 2021, Creative Planning, LLC, a portfolio company of General Atlantic, acquired IRON Financial, LLC's Retirement Plan Division. IRON Financial, LLC's Retirement Plan Division focuses on providing fiduciary retirement plan services to corporate clients. The division was known for its ERISA 3(38) fiduciary services, offering plan sponsors investment selection, monitoring, and compliance support.
Current Investors
Creative Planning, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services
Company Stage
Add-on
Total Amount Raised
Subscriber access only
IRON Financial, LLC's Retirement Plan Division - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | IRON Financial, LLC's Retirement Plan Division | - |
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