401(k) CRPA

Financial Software · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

$6.3 Million

Industry

Financial Software Software Business Services Project Management
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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About 401(k) CRPA

PTE CRPA, LLC offers innovative compliance solutions for financial institutions, focusing on rollover recommendations and Form CRS delivery. Their flagship products, Rollover Comparison Pro and CRS Delivery Pro, streamline compliance processes, reduce human error, and enhance operational efficiency for firms of all sizes. Targeting investment advisers and broker-dealers, the company provides tools that ensure audit readiness and proactive compliance monitoring. With a commitment to transparency and risk mitigation, PTE CRPA empowers firms to manage their regulatory obligations confidently.Explore more
401(k) CRPA's Social MediaPopular Searches401(k) CRPAPTE & 401k CRPACrpa LLCSIC Code 73,737NAICS Code 54,541Show more

401(k) CRPA Org Chart

CF
United States flag for contact location.

Chief Executive Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

401(k) CRPA

$6.3M
1-10
Private
-
2020
$5.4M
11-50
Private
<$5M
1989
$5.1M
11-50
Private
-
2011
CR
Cory ReynoldsVice President, Client Services
<$5M
11-50
Private
<$5M
2006
<$5M
1-10
Private
<$5M
1978
<$5M
1-10
Private
-
2000
TS
Tanee SpenserPlan Document & Distribution Administrator
<$5M
1-10
Private
-
1999
KS
Kenneth SiedenburgDirector, Pension Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

401(k) CRPA is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

401(k) CRPA is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about 401(k) CRPA.

401(k) CRPA Tech Stack

A closer look at the technologies used by 401(k) CRPA

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Frequently Asked Questions Regarding 401(k) CRPA

What is 401(k) CRPA's official website?
401(k) CRPA's official website is www.401kcrpa.com
What is 401(k) CRPA's Revenue?
401(k) CRPA's revenue is $6.3 Million
What is 401(k) CRPA's SIC code?
401(k) CRPA's SIC: 73,737
What is 401(k) CRPA's NAICS code?
401(k) CRPA's NAICS: 54,541
How many employees does 401(k) CRPA have?
401(k) CRPA has 1-10 employees
What industry does 401(k) CRPA belong to?
401(k) CRPA is in the industry of: Financial Software, Software, Business Services
What is 401(k) CRPA competition?
401(k) CRPA top competitors include: Enterprise Pensions, Crossplans, Osborne & Associates, Liden, Nestle, Soled & Associates
What technology does 401(k) CRPA use?
Some of the popular technologies that 401(k) CRPA uses are: WooCommerce, WordPress.org, PHP, Cloudflare CDN
What does 401(k) CRPA do?

PTE CRPA, LLC offers innovative compliance solutions for financial institutions, focusing on rollover recommendations and Form CRS delivery. Their flagship products, Rollover Comparison Pro and CRS Delivery Pro, streamline compliance processes, reduce human error, and enhance operational efficiency for firms of all sizes. Targeting investment advis... ers and broker-dealers, the company provides tools that ensure audit readiness and proactive compliance monitoring. With a commitment to transparency and risk mitigation, PTE CRPA empowers firms to manage their regulatory obligations confidently.Read More

What are 401(k) CRPA social media links?
401(k) CRPA Linkedin page
Is 401(k) CRPA a public company?
401(k) CRPA is private company therefore does not currently have an official ticker symbol
See more information about 401(k) CRPA

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