Platform Partners LLC ("Platform"), a private investment company headquartered in Houston, announced that it completed an investment in July Business Services, LLC ("JULY"), a leading fintech providing retirement products and services to financial advisors and small to medium sized businesses.

JULY is a leading national retirement plan company supporting thousands of employers and their employees with hi-touch, tech-enabled retirement plan services. From 401k’s to MEPs, PEPs, Cash Balance and Defined Benefit plans, we have served as plan experts to advisory firms, TPAs, and employers for over 25 years. 

Over the last decade, JULY’s software development and technology solutions teams have worked to reimagine the client experience by streamlining, automating, and simplifying all facets of starting and running a retirement plan. Talk to us about how we can help you deliver more to your clients.

Platform Partners Completes Investment In July Business Services, Llc

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Platform Partners Completes Investment In July Business Services, Llc

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