Platform Partners Completes Investment in July Business Services, LLC
WACO, Texas, Oct. 25, 2022 /PRNewswire/ — Platform Partners LLC (“System”), a non-public investment decision business headquartered in Houston, announced that it accomplished an expenditure in July Company Solutions, LLC (“JULY”), a main fintech supplying retirement merchandise and products and services to economic advisors and smaller to medium sized enterprises.
Launched in 1994, JULY is a person of the fastest-rising 401K plan administration and recordkeeping support vendors in the region and serves as a trusted husband or wife for fiscal advisors searching for the best retirement answer for their consumers. JULY focuses on a few main tenets to support their customers thrive: 1. a prepare tailored to match your requirements, 2. a plan that’s uncomplicated to operate, and 3. a focused client company staff targeted on your results.
“We are honored that JULY chose Platform as their associate and we seem ahead to assisting the corporation capitalize on its 25 calendar year record to carry on its advancement tactic, ” explained Fred Brazelton, CEO of System. “We are enthusiastic to associate with John Humphrey and the full JULY administration crew to go on developing modern solutions for economical advisors and prepare sponsors across the U.S.,” mentioned Vik Kalra, Govt Vice President at Platform.
JULY’s administration staff, led by CEO John Humphrey, will continue to handle the organization and retain a major ownership stake in the organization. “We have constructed an unmatched suite of merchandise and are assured that Platform’s know-how and money will aid our business enterprise keep on to mature and prosper,” mentioned Humphrey.
About July Business Solutions, LLC
July Organization Solutions, LLC is a top, technologies enabled supplier of 401K goods and services to compact firms. With much more than 25 several years of knowledge serving the retirement prepare needs of countless numbers of businesses, JULY delivers a zealous commitment to excellence delivered as a result of a considerate implementation of its proprietary system, technology and shopper assistance. The corporation has roughly 450 workforce, together with a rising office in Dhaka, Bangladesh. For more facts, visit www.julyservices.com.
About Platform Associates LLC
Established in 2006, System Companions LLC is a personal financial investment organization primarily based in Houston that will make investments in reduce center-industry corporations with the intent of rising these corporations into market leaders by means of a mix of organic and natural and acquisition growth. Platform invests by way of a perpetual keeping organization composition making it possible for for a lengthy-term, patient technique to partnering with business people to create corporations. The company manages overall assets of close to $950 million. For extra facts, remember to stop by www.platformllc.com.
Supply System Companions