Aria Retirement Solutions Garners $4,000,000 New Round

  • Feed Type
  • Date
  • 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
  • Transaction Type
    Venture Equity
  • Transaction Amount
  • Transaction Round
  • Proceeds Purposes
    The $4 million investment will allow Aria to expand its technology platform for independent Registered Investment Advisors.
  • M&A Terms
  • Venture Investor
    Polaris Venture Partners

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