Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Preferred Financial Services Corporation
- ·The full record, as it builds
Funding rounds
No funding rounds for Preferred Financial Services Corporation are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Preferred Financial Services Corporation
Provider of financial and payroll outsourcing services. The company offers payroll management, investment management, wealth planning, and financial strategy development, serving businesses and individuals. Their solutions are designed to streamline financial operations and support effective wealth management.
- Sector
- Financial Services
- HQ
- Danvers, MA, United States
- Employees
- 45
- Website
- pfs1.net/
- Ownership
- Privately Held (no backing)
Preferred Financial Services Corporation doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Preferred Financial Services Corporation shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Preferred Financial Services Corporation in its N-PORT filings yet. We sweep new filings monthly.