WACO, Texas, October 25, 2022/PRNewswire/ -- Platform Partners LLC (Platform), a Houston-based private investment firm, has announced it had invested in July Business Services, LLC ("JULY"), which is a top fintech that provides retirement products and services for financial advisors as well as small and medium-sized companies. JULY was founded in 1994 and is a leading provider of 401K administration and recordkeeping services. It serves as an advisor's trusted partner in finding the best retirement plan for clients. JULY is focused on three key tenets that help clients succeed. 1. A plan tailored to your needs. 2. An easy-to-run plan. 3. A dedicated client service team focused upon your success. Fred Brazelton (CEO of Platform) said, "We are humbled that JULY selected Platform to be their partner. We look forward to supporting the company in its 25-year history and continuing its growth strategy." Vik Kalra (Executive Vice President, Platform) stated that they are thrilled to work with John Humphrey as well as the whole JULY management to develop innovative solutions for plan sponsors and financial advisors across the U.S. JULY's Management Team, headed by John Humphrey (CEO), will manage the business, and maintain a substantial ownership share. Humphrey stated that Platform's capital and expertise will allow the business to continue its growth and success.