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Feed Type
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Link
http://www.venturedeal.com/Search/SearchResultTransactionDetail.aspx?TransactionId=1507bb92-be08-446d-a787-07c9914c286e&Preview=1 -
Date
2/4/2012 -
Company Name
Aria Retirement Solutions -
Mailing Address
101 Montgomery Street 27th Floor San Francisco, CA 94104 -
Company Description
Aria Retirement Solutions was founded by veteran executives from industry-leading firms such as Charles Schwab and Fidelity who shared the vision of building an industry-leading platform focused exclusively on independent RIAs. As fiercely independent as you are, we are committed to delivering the boundary-breaking products and support that enable Aria Partner Advisors to become even more significant players in the booming retirement solutions market. -
Website
http://www.aria4advisors.com -
Transaction Type
Venture Equity -
Transaction Amount
$4,000,000 -
Transaction Round
Undisclosed -
Proceeds Purposes
The $4 million investment will allow Aria to expand its technology platform for independent Registered Investment Advisors. -
M&A Terms
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Venture Investor
Polaris Venture Partners













