Empower Retirement

Empower Retirement is a retirement plan services provider based in Greenwood Village, Colorado, established in 1891. The company specializes in managing corporate and state government retirement plans across the United States. Empower Retirement aims to transform workplace retirement savings by offering tailored solutions that address the unique needs of individuals and organizations, rather than relying on a one-size-fits-all approach. Through its services, Empower Retirement is committed to enhancing the retirement experience for its clients, ensuring that they have access to effective and personalized retirement savings options.

Roger Hobby

EVP, Personal Wealth

4 past transactions

OptionTrax

Acquisition in 2024
OptionTrax is a software company that specializes in providing a user-friendly platform for managing equity compensation plans. Its platform offers a range of features, including tracking securities, monitoring new grant and participant data loads, managing grant reporting and transactions, handling restricted award reporting and transactions, calculating and tracking dividends, updating option exercise details, and facilitating settlement tax calculations. This enables clients to effectively manage their equity compensation programs and work towards their financial goals.

Prudential Financial

Acquisition in 2021
Prudential Financial, Inc. is a diversified financial services company based in Newark, New Jersey, founded in 1875. It specializes in insurance, investment management, and retirement solutions, offering a wide range of products to both individuals and institutions. The company operates through various segments, including Retirement, Group Insurance, and Individual Annuities, providing services such as life insurance, disability coverage, and retirement planning for diverse markets. Prudential also manages investment assets across public and private equity, fixed income, and real estate. While it primarily serves customers in the United States, it has a notable presence in international markets, particularly in Japan and Korea. Through its proprietary and third-party distribution networks, Prudential Financial aims to help clients grow and protect their wealth while fostering an inclusive work environment for its employees.

MassMutual Ventures

Acquisition in 2020
MassMutual Ventures, established in 2014, is the venture capital arm of MassMutual Financial Group, a Fortune 500 insurance company founded in 1851. Based in Boston, Massachusetts, the firm invests in enterprise software-as-a-service, cybersecurity, health technology, financial technology, and climate technology sectors. MassMutual Ventures provides capital, connections, and advice to accelerate the growth of its portfolio companies, with a focus on enterprise software, cybersecurity, and fintech.

Personal Capital

Acquisition in 2020
Personal Capital Corporation is a digital wealth management company that offers financial advisory services and innovative software solutions to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides tools that allow users to monitor income, spending, and investment performance in one place. Its services include wealth management, personalized financial planning, risk assessments, and investment checkup tools. With a user base exceeding 2.5 million customers, Personal Capital combines advanced technology with expert guidance from registered investment advisors to deliver customized financial strategies aligned with clients' goals. Originally known as SafeCorp Financial Corp., the company rebranded to Personal Capital in June 2010, reflecting its commitment to enhancing personal financial management through technology.
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