MarketCounsel ConsultingMarketCounsel is the leading business and regulatory consultancy to the country's preeminent independent investment advisers.
Suggest an EditMarketCounsel Consulting Information, Including Revenue, Investors, Funding, Competitors & Key Metrics
MarketCounsel Consulting is the leading business and regulatory compliance consultancy to the country's preeminent independent investment advisers throughout all stages of their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the most substantial challenges faced by entrepreneurs in this fast-growing and highly-regulated industry and it has emerged as one of its most effective advocates. From the initial launch of an adviser to its regul
MarketCounsel Consulting is the leading business and regulatory compliance consultancy to the country's preeminent independent investment advisers throughout all stages of their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the most substantial challenges faced by entrepreneurs in this fast-growing and highly-regulated industry and it has emerged as one of its most effective advocates. From the initial launch of an adviser to its regul
Company Highlights
Employees
YoY Headcount Growth
Year Founded
2000
Employees23
Location (HQ)
USA
Monthly Website Visitors
442
YoY Headcount Growth14.93%
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
Financial Services
- Atlantic Financial ServicesCTIC CapitalCREDIGarnett Station PartnersGarnett Station PartnersmlofloForvis Mazars US ProBank Education ServicesForvis Mazars US ProBank Education ServicesConnect Financial Software SolutionsWise Financial LLCThe State Bank of FaribaultCircle Advisers, Inc.Tech Incubator at Queens College (TIQC)CrossTowerCrossTowerTaxco Business ServiceDurbin Bennett Tax Advisors, Inc.Bean NinjasInvestment Center Advisor GroupPAlmerW SquaredSierra Ridge Wealth ManagementBrickyardWBB Securities LLCCU 2.0BorderlessNexTrust, Inc.NexTrust, Inc.Northern Purchase, LLCAllegiance Capital CorporationKinder Institute of Life PlanningBetter VenturesRadient AIPence WealthRevitateResource Land Holdings, LLCCertain LendingGHP Investment Advisors, Inc.Mane Global Capital Management LPBank of BozemanEquiFiEquiFiWestEdge Credit UnionK50 VenturesFA MatchA-1 Financial LendingKoyfinKoyfinQ Home LoansFundKiteFundKiteCendana CapitalWomen in ETFs EMEASoul VenturesCreative Financial Services IncGatewood Capital PartnersKYC2020Maximos LendingAlliant Capital Management LLCCounsel Trust CompanyPatriot Mortgage LLCArcane IndustriesOAtFiRun PaymentsVero CapitalScale FinanceCorporate InvestmentAstrellaWharton Private Equity & Venture Capital Club (UG)LendziCouncil of Institutional InvestorsWAY Capital, Inc.CREdPAndoAaron Bryant Stewart & CrossMarquette Wealth ManagementKeyframeLayton MortgageLayton MortgageCarolina Fintech HubShelton AIShelton AIRedwood Investment Management, LLCRedwood Investment Management, LLCFolium CapitalINsightsAlphaX RE CapitalCaine Mitter & Associates IncorporatedWillow Creek PartnersTrez (Techstars ‘23)We LendWillow House AdvisorsMinutemen Equity FundMinutemen Equity FundARcus PartnersAspen FundsMoneyLink, IncTakenosTakenosCapStack
Consulting
- CTIC CapitalArtis ConsultingZion Integrated Behavioral Health ServicesForvis Mazars US ProBank Education ServicesGetVirtualAdbakxLinnihan FoyIntegrity Consulting, a subsidiary of WeiserMazars LLPBusiness Emergency RoomTaxco Business ServiceRADAR108CISYS LifeSciencesLJM GroupEccotrol, LLCBeverage Marketing CorporationmlBlueprintBend Premier Real EstateSoCalGas Large Public Sector (LPS) ProgramThe Story MobMuller Acura of MerrillvilleNextLeftTHOUGHTi, Inc.VNCTech GroupMLS Educational Consultants, Inc.GQ ResearchBuckley King LPAGrand MetropolitanUCE SystemsRemyCorporationIgnitionSystems.ioCanalini Consulting GroupPublishers Communication GroupLoyalty & RewardDental Success NetworkThe Lovett GroupLeadership Worth Following, LLCBright Morning Consulting Inc.The Colonial GroupOffice and Practice SolutionsMarcus & Associates - Life Sciences & Healthcare Recruitment ExpertsAliroSMYANSOFT DE MEXICO SA DE CVAJACE INCC2R VenturesSophus IT SolutionsHush HushGNCB Consulting Engineers, P.C.Gin & LuckdKomplex ITCANA CAP Boot CampDDK Forestry & Real EstateCordea Consulting - Cloud StrategyCTC Destination Management, a DMC Network CompanyMission AdvancementCOnstructiveCypher LLCPatriot ConsultingIntevityTechsync Consulting Private LimitedRhiredStaffing.comQS PartnersZenPilotWalker GlantzSphere 3 Environmental, Inc.KlatzkinCytherian, INCCharts In Time, Inc.SCI-BIGet SchooledChat Global (Pvt) LtdLubin & Meyer PCKanbrickEthical Intruder: Cyber Liability Maturity ModelLegal Rights CenterThe EV GroupE. Stewart Jones Hacker Murphy LLPSEMCACBuiltrite ManufacturingKinney Construction Services, Inc. (KCS)Government Video ProductionBrittenford SystemsiTrending Solutions LLCTres AstronautasMadden, Jiganti, Moore & Sinars LLPTelum CorporationNuka Research and Planning Group, LLCFirstIgniteESA - Elohi Strategic AdvisorsNL Moore & AssociatesAMI - Advanced Medical IntegrationGuerilla SuitArts & Business Council of ChicagoIncendium StrategiesCLARK / BARNESBeacon Bay Project ManagementGhostRanch CommunicationsBrandIQMCWL Paladin GeologicalFahey GroupFerrazzi Greenlight
Investment Management
- Prio WealthWacker Wealth PartnersEsoterica CapitalCathexisMane Global Capital Management LPNew LegacyAgIS Capital LLCInvestResThe 5812 GroupBurt Wealth AdvisorsKnighthead Capital Management, LLCJohn W. Bristol & Co., Inc.True North Management Group, LLCHouston VenturesKabouter Management, LLCSECOR Asset ManagementObsidian Point Partners LLCBurkehill Global Management, LPDriven by StemmPuraCrescat CapitalJ.M. Forbes & Co. LLPTurnspire Capital PartnersTailwind AdvisorsSpruceview Capital Partners LLCGCP Capital PartnersPolychainBrazos River CapitalThe Roosevelt Investment Group, LLCMGO Inc.Navellier & Associates, Inc.P. Schoenfeld Asset Management (PSAM)HM Equity Management, LLCGates Capital Management, IncCornell University Investment OfficeAetos CapitalARgo PartnersBaltimore AngelsCross Lake PartnersKCB Management, LLCBalboa Retail PartnersAmberjack Capital PartnersMWG Holdings GroupGlobal Beta AdvisorsB.A.F. Management, LPLincolnshire ManagementBoundary Creek AdvisorsEvermay Wealth Management, LLCCherokee Investment PartnersPacific Oak Capital AdvisorsCantillon Capital Management LLCWoody Creek Realty, LLCPenn State Asset Management GroupSummit Investment Management LLCFlatironBasso Capital Management L.P.Dasa Properties, LLCAriel Savannah Angel PartnersJoshua Green CorporationOlympus Wealth Management, LLCMaple Capital ManagementEngaged Capital LLCupalSKY Harbor Capital Management, LLCRoyals Investment FundOsso CapitalIllinois State Board of InvestmentAmerican Capital Management, Inc.澜亭资本Metacapital ManagementPinnacle PartnersVolatileAMERRA Capital Management, LLCAurora Health NetworkApex Capital, LLCGlobal Management Services, LLCSeminole Financial ServicesABacus CapitalCORDA Investment ManagementPUN Collections LLCAlternative Investments GroupMudrick Capital ManagementPolyPaths, LLCJEN PartnersSecure Supplies InvestmentsMissio InvestCrossWork Midas Pre-IPO Fund, LLCRealm Partners LLCXfundGagnon SecuritiesCambridge Information GroupBlackBook InvestmentsWestminster Capital GroupDF Dent & CompanyUS AgricultureZeus Capital Management LtdFrontPoint Partners LPDesignedVRLiberty Hall Capital PartnersCrossingBridge Advisors, LLC
Impact Investing
- BrickyardBetter VenturesNew NativeMinutemen Equity FundsequelMCE Social CapitalCsolidated-Tomoka Land CoAlineaDriven by StemThe Vant GroupInnovation EndeavorsGarden City EquityNavellier & Associates, Inc.CoPowerInfusion CapitalRegen NetworkKANTERGlobal Beta AdvisorsRockies Venture ClubProtus3Victor Capital PartnersTekne Capital Management LLCAghaz InvestmentsTownSquare CapitalTrue Wind Capital1847 HoldingsFlexFundsAmadeo GlobalAndo MoneySWAN Impact NetworkImpact Investing Group at USCBetter Homes and Gardens Real Estate EquinoxBroad Sky PartnersLiberty Hall Capital PartnersChasing RainbowsBelwood Investments LLCCap Table CoalitionImpact EngineCommon Good MarketplaceEngine No. 1Birchwood Healthcare PartnersHuron CapitalAtlantic Street Capital Advisors, Inc.KFA FundsRedwood Investments, LLCNALCABHealthBeginsP&G VenturesCanter WealthAlvarez & Marsal CapitalKKM FinancialDavid Vaughan Investments, LLCTimothy Financial Counsel, Inc.ArnieM&E Catalyst GroupLISC Strategic InvestmentsStifel Independent AdvisorsToken MetricsWayside Investment GroupLogan Capital Management, Inc.SANGROVE® | Home of Impact Shopping™Moreton Capital Markets, LLCValueAct CapitalMay River CapitalTriLinc Global, LLCEvergreen Climate InnovationsIU VenturesGrowth VenturesPledge ItTitanium Exploration PartnersZoned PropertiesAlpha Capital FundsEnerTech CapitalWeatherford CapitalFundamental IncomeAvantis Consulting LLCQuantified VenturesLiquid 2 VenturesBoyne CapitalKudu Investment Management, LLC.Plutus21 CapitalMantis Venture CapitalAeris Insight Inc.ClimatizeDeep IsolationShepherd Kaplan Krochuk, LLCSocial CapitalWing Venture Capitalbunny.moneyFootPrint CoalitionRealBlocksCommunity Foundation of Northern NevadaPrestamos CDFIGlobalEdgeMarketsGlobal Water Asset CorpM2G VenturesAUA Private Equity PartnersSHIFT | @shifttheworkInvest in Others Charitable FoundationFirstPathway Partners
Advice
- UCE SystemsIgnitionSystems.ioGeniusVetsSTEEL AdvisingTTGIDominari SecuritiesSFE Investment Counsel Inc.Banana ExchangeWalker GlantzKlatzkinGibbons | NeumanLegal Rights CenterStrataFusion GroupDel Galdo Law Group, LLCWALTER B HOWE, INCSexual Assault Resource CenterDavis, Agnor, Rapaport & Skalny LLCRIse Growth PartnersSocial Pet Hotel and DaycarePoppy Seed HealthMorgenstern DeVoesick PLLCAlternativBenefit Financial Services Group (BFSG)Schindler Cohen & Hochman LLPThe Perfect RIAInjury Lawyers for Motor Vehicle AccidentsDatascribe LPOBlackbird LaboratoriesOSS Office Support Services, Inc.Gilliam, Mease Advisors, LLCAccess FundAnthony Brunson PAGenaesis, LLCBlaies & Hightower, LLPTechSolveDenver Trial LawyersLegal Credit SolutionsC-Level Partners(TIG) The Innovation GroupThe Vant GroupDatalign AdvisorymPuraH.C. Park & Associates, PLCTLR VenturesHarrison Hayes, LLCRiverside Area Rape Crisis CenterFLG PartnersMcCullough and Associates, LLCXavier Leadership CenterAquilo Partners, L.P.Siskind Susser, P.C.- Immigration LawyersMerritt HealthcareRutherford & Christie LLPShoup Legal, a Professional Law CorporationDilworth IPbae urban economicsAlexander HaasHare, Wynn, Newell & Newton, LLPSpruceview Capital Partners LLCISSSPLevanti WealthPlimoth Investment AdvisorsBuckeye Undergraduate Consulting ClubSchumacher Sama, LLPMeridian StrategiesRasmussen Dickey MooreBoyle FredricksonWong, Wong & Associates, P.C.ShareBuilder 401kPeacock Law P.C.Erithacus PartnersWest Virginia Primary Care AssociationThe Cherrington Firm, PLLCFineman Krekstein & HarrisBelpointeHolstrom, Block & ParkeInvestBank Corp.GuidedChoiceADMIN Partners, LLC.LICCAR Fund ServicesFeldman & Feldman PCMyNextSeasonGrowth MoleculesTMKANTERKrokidas & Bluestein LLPThe Security Title Guarantee Corporation of BaltimoreSapient Private Wealth ManagementExcalibur Data Driven Performance ManagementCypress Office Properties, LLCAthena Real Estate, LLCSage Law Partners, LLCOwners in HonorAlpaxEgenberg Trial LawyersEfficient AdvisorsWard & Berry, PLLCSolutions Sync LLCCotten Schmidt, LLPThe McGruder Group, CPAsHorizon Engage