Company profile: PCS Retirement
1.1 - Company Overview
Company description
- Provider of independent retirement plan solutions, including conflict-free recordkeeping, advanced technology and reporting for plan sponsors and advisors, and tools like Advisor Lab and ManagedPlan. Offers 360 payroll integration with 24/7 support, customization and enterprise options, and services for small businesses, school districts, and municipalities.
Products and services
- Retirement Plan Solutions: PCS Retirement constructs a conflict-free recordkeeping system delivering a range of retirement plans for small business owners, school districts, and municipalities, with no funds to push and minimized administrative burden
- 360 Payroll Integration: 360 Payroll Integration fabricates seamless operations through integration with numerous payroll vendors, ensuring synchronized contributions, data flow, and support backed by 24/7 customer service
- Technology and Reporting: Technology and Reporting develops advanced tools for plan sponsors and advisors, delivering reporting capabilities that enhance plan management efficiency and oversight across retirement plan administration
Key contacts
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Financial details
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1.2 - Competitors and similar companies to PCS Retirement
Dodo
HQ: Turkey
Website
- Description: Provider of a privacy-focused bill splitting app available on Google Play, the App Store, and Microsoft.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Finbourne Technology
HQ: United Kingdom
Website
- Description: Provider of investment management technology solutions, including LUSID, a cloud-native financial data management platform for investment data operations; LUSID PMS, a portfolio management system for managing multiple asset classes; and Luminesce, a financial data virtualization engine enabling real-time access and integration of data from various sources.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Yomoni
HQ: France
Website
- Description: Provider of online private banking-style wealth management in France, offering portfolio management and long-term savings: Assurance-vie (max 1.6% annual fee across asset classes); Plan Epargne Retraite (fees up to 2.2%, conservative/balanced/dynamic profiles); PEA (global equity exposure, 1.6% fee, managed by Yomoni); real estate within life insurance (from €1,000, 4.9% net target); and Yomoni Kids (from €300, no entry/exit fees).
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Moody's
HQ: United States
Website
- Description: Provider of financial intelligence, credit ratings, and analytical tools that support growth and risk management. Offers independent credit risk opinions on public and private entities and debt instruments; investment research and fixed income insights; a database on over 450 million companies; and risk management solutions for asset owners, managers, and consultants.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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OneAccess
HQ: United States
Website
- Description: Provider of aggregated corporate access events and resource tracking services to institutional investors, offering a content and interactions analytics hub that improves the efficiency of discovering, analyzing, and valuing interactions between Buy-side and Sell-side professionals.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full OneAccess company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for PCS Retirement
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to PCS Retirement
2.2 - Growth funds investing in similar companies to PCS Retirement
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4 - Top valuation comps for PCS Retirement
4.2 - Public trading comparable groups for PCS Retirement
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