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MarketCounsel

marketcounsel.com
MarketCounsel is a business and regulatory compliance consultancy serving independent investment advisors (RIAs) and financial institutions, offering compliance management, succession planning, M&A, and exit strategy guidance since 2000.
CCJANVDBISPLCS
200011-50 emp
New York, New York
$25 Million to 50 Million revenue
Investment Management
NAICS 5231
1732•••••15
TECH STACK
Amazon Web ServicesCloudflareContact Form 7ElementorHTTP/3MySQLPHPSalesforceSucuriSwiperUIKitWordPress
MarketCounsel Consulting campaignconsultative3000 target
Companies like MarketCounsel Consulting — Investment Management, 11-50
“Helps RIAs and related financial firms navigate compliance obligations while planning for growth, succession, transactions, and long-term enterprise value.”
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Companies 9
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Companies like MarketCounsel — competitors and alternatives

CompanyWhat they doLocationSizeHiring
MarketCounselmarketcounsel.com
MarketCounsel is a business and regulatory compliance consultancy serving independent investment advisors (RIAs) and financial insNew York, New York11-50
Fi360 provides fiduciary-centric software tools, data analytics, and educational programs to financial advisors, operating as a B2Erie, Pennsylvania51-200
Regnologyregnology.com
Compliancecompliance.ai
Compliance.ai is a regulatory change management platform for financial services enterprises that monitors global regulatory updateSan Francisco, California11-50
Osaic (advisorgroup.com) is a wealth management network of 270+ financial institutions and 11,000+ financial professionals servingScottsdale, Arizona201-1000
Reg Technologiesregtech.com
Reg Technologies, Inc. owns worldwide rights to the RadMax™ rotary technology, with REGI U.S., Inc. holding U.S. rights; the compaElkhart, Indiana11-50
ComplianceQuestcompliancequest.com
PRMBNW
ComplianceQuest is a Salesforce-powered, AI-powered cloud platform that unifies product lifecycle, quality, safety, supplier, and Tampa, Florida201-1000
Broadridgebroadridge.com
JSDP
Broadridge Financial Solutions (NYSE: BR) is a global technology leader that powers investing, governance, and communications for New York, New York5000+
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MarketCounsel is a business and regulatory compliance consultancy serving independent investment advisors (RIAs) and financial institutions, offering compliance management, success
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24 companies
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Frequently asked questions about MarketCounsel

What does MarketCounsel do?

MarketCounsel is a business and regulatory compliance consultancy serving independent investment advisors (RIAs) and financial institutions, offering compliance management, succession planning, M&A, and exit strategy guidance since 2000.

Who are MarketCounsel's competitors?

Companies like MarketCounsel include Fi360, Regnology, Cipper, Compliance, AG Wealth. See the full list of 24 competitors and alternatives above.

How many employees does MarketCounsel have?

MarketCounsel has approximately 11-50 employees and is in the Investment Management industry.

Where is MarketCounsel headquartered?

MarketCounsel is headquartered in New York, New York.

What industry is MarketCounsel in?

MarketCounsel operates in the Investment Management industry.

Who are the decision-makers at MarketCounsel?

Key decision-makers and buying contacts at MarketCounsel are listed above, including leaders across executive, finance, sales and operations.