Reputation
Customer rating 4.6 / 5 across 245 reviews.
Social engagement
Social engagement: 2.5K social following, 9 posts in the last 12 months — around the industry typical range.
Investor mix
3 investors on record.
| Investor type | Count | Share |
|---|---|---|
| Private equity | 3 | 100% |
Recent activity
20 Apr 2026
Event
NAPA SECURE 2.0
19 Apr 2026
Event
NAPA 401(k) Summit
15 Apr 2026
Event
NAPA 401(k) Summit