The Retirement Group, LLC
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The Retirement Group, LLC - overview
Established
1993
Location
San Diego, CA, US
Primary Industry
Financial Services
About
Founded in 1993 and based in California, US, The Retirement Group, LLC provides personalized investment strategies, educational resources, and financial analysis tools. In April 2024, Wealth Enhancement Group, LLC, a portfolio company of TA Associates, Onex, and Stone Point Capital, acquired The Retirement Group, LLC. The Retirement Group designs investment portfolios tailored to individual needs and goals, considering factors like pensions, risk tolerance, and pension benefits. The company provides a complimentary cash flow analysis to assess clients' financial situation and future income needs.
TRG offers various resources, like webinars, ebooks, and blog posts, to educate clients on retirement planning topics.
Current Investors
Wealth Enhancement Group, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.theretirementgroup.com/
Company Stage
Add-on
Total Amount Raised
Subscriber access only
The Retirement Group, LLC - 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 | The Retirement Group, LLC | - |
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