When was PCS Retirement founded?

PCS Retirement was founded in 2001 and raised its 1st funding round 16 years after it was founded.

Where is PCS Retirement located?

PCS Retirement is headquartered in Beaverton, United States. It is registered at Philadelphia, Pennsylvania.

How many employees does PCS Retirement have?

As of Aug 31, 2026, the latest employee count at PCS Retirement is 374.

Is PCS Retirement a funded company?

PCS Retirement is a funded company, having raised an undisclosed amount across 2 funding rounds to date. The company's 1st funding round was a $***** PE round, raised on Nov 01, 2017.

When was the latest funding round of PCS Retirement?

PCS Retirement's latest funding was a $***** PE round on Mar 04, 2024, with participation from 1 investor. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $5.79B in funding in 2026 to date.

Where does PCS Retirement rank among its competitors?

PCS Retirement ranks 23rd amongst 1052 active competitors, of which 74 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Farther, which secured $150M in May, 2026.

Who are the top competitors of PCS Retirement?

PCS Retirement's top competitors include Farther, Origin and Pontera. Among them, Farther secured the most recent funding round in May, 2026.

PCS Retirement - 2026 Company Profile, Team, Funding & Competitors

Company Details

Professional Capital Services provides a record-keeping platform for retirement plans. Also, provides white label platform to fiduciary advisors to design and provide retirement plan services. Features include open architecture, automated processing, full fee disclosure, customization. Has over $390 Million of AUA with 197 plans under administration.

Website: pcsretirement.com
Social
Email ID: *****@pcsretirement.com
Phone Number: +1 **********
Registered Address: Philadelphia, Pennsylvania

Key Metrics

Founded Year

2001

Location

Beaverton, United States

Stage

Late Stage

Latest Funding Round

PE, Mar 04, 2024, $*****

Investors

Lee Equity & 1 more

Ranked

23^rd among 1052 active competitors

Employee Count

374 as on Aug 31, 2026

Investment & Acquisitions

ABG & 1 more

Similar Companies

Pontera & 232 more

View PCS Retirement's full profile

PCS Retirement is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
PCS RETIREMENT, LLC CIN: 233038464 , United States, Active	Dec 31, 1999	-	429 (As on Dec 31, 2024)	-

PCS Retirement has raised funding over 2 rounds. Its first funding round was on Nov 01, 2017. Its latest funding round was a PE round on Mar 04, 2024 for $*****. 1 investor participated in its latest round. PCS Retirement has 2 institutional investors.

Here is the list of recent funding rounds of PCS Retirement:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 04, 2024	4736544	PE	2249527	3815954	8695682	7609684
Nov 01, 2017	8326519	PE	9096807	1349979	2642500	LLR Partners

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View details of PCS Retirement's funding rounds and investors

PCS Retirement's employee count trend

PCS Retirement has 374 employees as of Aug 26. Here is PCS Retirement's employee count trend over the years:

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Top competitors of PCS Retirement include Farther, Origin and Pontera. Here is the list of Top 10 competitors of PCS Retirement, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Farther 2019, New York City (United States), Series D	App-based financial planning and management platform for individuals	$272M	CapitalG, General Atlantic & 14 others	67/100
2nd	Origin 2019, San Francisco (United States), Series B	Financial planning solutions for employees	$68M	Felicis Ventures, General Catalyst & 13 others	66/100
3rd	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Horizons Ventures ... & 11 others	63/100
4th	Compound 2019, San Francisco (United States), Series B	Wealth and financial management platform	$37.1M	Greenoaks, Atacama Ventures & 17 others	62/100
5th	Uprise 2021, San Francisco (United States), Seed	AI-powered financial advisory platform for individuals	$4.7M	Blank Ventures, Hustle Fund & 6 others	58/100
6th	Inspira Financial 2023, Oak Brook (United States), Funding Raised	Provider of health, wealth, retirement, and benefits solutions	-	Pantheon International, Parthenon Capital ... & 1 others	57/100
7th	Capitalize 2019, New York City (United States), Series B	Financial planning and advisory platform	$33.5M	RRE Ventures, Canapi Ventures & 4 others	56/100
8th	OneEleven 2016, New York City (United States), Series A	Financial planning and money management platform for employers and individuals	$2.55M	Village Capital, Inspiration Ventures	54/100
9th	Keystone 2006, Salt Lake City (United States), Acquired	Online financial and investment advisory platform for individuals	-	Access Ventures, Braviant Holdings	54/100
10th	Basic Capital 2021, New York City (United States), Series A	Financial planning and advisory solution for individuals and businesses	$25M	Forerunner Ventures, Lux Capital & 5 others	53/100
23rd	PCS Retirement 2001, Beaverton (United States), Late Stage	Retirement plan record keeping platform provider	-	Lee Equity, LLR Partners	47/100