RetireOne - M&A Summary and Business Overview

InsuranceCompany

RetireOne M&A Summary

RetireOne has acquired 1 company, including 1 in the last 5 years.

RetireOne has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

RetireOne Business Overview

Where is RetireOne headquartered?

RetireOne is headquartered in San Francisco, California.

What sector is RetireOne in?

RetireOne is an insurance company.

When was RetireOne founded?

RetireOne was founded in 2010.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

RetireOne

Aria Retirement Solutions, Inc.

505 Montgomery Street. 11th Floor,
San Francisco, California 94111
United States,
(877) 575-2742
retireone.com

Aria Retirement Solutions, Inc. is an independent platform for fee-based insurance solutions. Aria Retirement Solutions was founded in 2010 and is based in San Francisco, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
EF Legacy Securities LLC 2019-11-13 - Divestiture
Henrico, Kentucky
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Kentucky 1 - - -
Total 1 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Insurance

Established

2010

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