Xponential Growth Solutions
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Xponential Growth Solutions - overview
Established
2009
Location
San Diego, CA, US
Primary Industry
Education/Training
About
Founded in 2009 and based in California, US, X Growth Solutions, LLC, dba Xponential Growth Solutions, is an educational company that provides practical training and unbiased content to plan sponsors and advisors of all sizes. Brent Willey and Jon Freye are the co-founders of the company. In April 2023, Pensionmark Financial Group, LLC, a portfolio company of World Insurance Associates LLC and Charlesbank Capital Partners, acquired X Growth Solutions, LLC. The company provides a line of services, including practical local training events, accessible certified online courses, and customized tools and insider resources.
The firm offers local training events and premium online education for 401(k), 403(b), and defined benefit plans. The organization courses include designing a successful defined contribution plan, measuring defined contribution plan success, fiduciary worksheet toolkit, plan sponsor connect portal, and more. Xponential also assists retirement plan users, sponsors, and employers in reducing fiduciary risk, identifying plan enhancements, and making decisions.
Current Investors
Pensionmark Financial Group, LLC
Primary Industry
Education/Training
Sub Industries
Consulting Services, Education & Training Services
Website
www.xgrowthsolutions.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Xponential Growth Solutions - 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 | Xponential Growth Solutions | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.