The PFM Group
PrivateLast Round
Seed Round
Jan 25, 2024
Momentum Score
25 /100
Company Overview
The PFM Group is a financial advisory company that provides consulting, asset management, and financial modeling services for municipalities, cities, schools, hospitals, and other public entities.
Sector
FinTech
Verticals
Lending & Credit, Compliance & Risk
Business Model
B2G
Customer Profile
Services & Consulting, Government Contracts, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
The PFM Group Comps
Public and private peers based on sector, stage, and business model.
The PFM Group Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed Round | Jan 25, 2024 | ||||
| M&A | Jul 8, 2021 | ||||
| Private Equity | May 11, 2009 |
The PFM Group Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| TriState Capital Bank | Private Equity |
| Municipal Employees' Retirement System of Michigan | Private Equity |
| ICV Partners | Private Equity |
The PFM Group Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about The PFM Group's valuation, stock price, and market status.
