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TPS Financial is a dedicated financial services firm specializing in personalized financial planning and comprehensive wealth management. It provides strategic advice and diverse investment offerings, designed to help individuals pursue financial goals by maximizing value and mitigating costs. Its approach emphasizes tailored guidance to meet evolving client needs effectively.
The firm has served clients since 1992, with Ryan Mickendrow identified as a Founding Partner instrumental in its development. TPS Financial was established with the core insight that individuals require experienced, personalized guidance to navigate complex financial landscapes successfully. This client-centric philosophy underpins the firm's operational approach and service delivery.
TPS Financial primarily serves individuals and families seeking expert assistance with their financial objectives. The company’s vision is to empower clients through continuous education and sound financial counsel, ensuring they are well-equipped for informed decision-making. It aims to foster enduring relationships, guiding them confidently toward realizing their financial aspirations.
TPS Investment has 1 tracked investment across 1 company. The latest tracked deal is $20.4M Other Equity in Cubic Telecom in May 2015.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| May 6, 2015 | Cubic Telecom | $20.4M Other Equity | — | ACT Venture Capital, Audi Electronics Venture, Enterprise Ireland, Qualcomm, Sierra Wireless |