CSI Advisory Services - Crunchbase Company Profile & Funding

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Overview

CSI Advisory Services

Growth Score

81

Heat Score

35

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About CSI Advisory Services

CB Rank

2031755

CSI Advisory Services is a financial service firm.

Acquired by

HUB International

Founded

obfuscation

Private

Indianapolis, Indiana, United States

www.csiadvisoryservices.com/

Financial Services

Wealth Management

Details

Legal Name

CSI Advisory Services LLC.

Also Known As

CSI

Operating Status

Active

Company Type

For Profit

About the Company

CSI Advisory Services assists clients with retirement plans and wealth management. Their services include Fiduciary & Investment Governance, Participant Outcomes, Private Wealth Management, Portfolio Strategy, Asset Allocation, and Investment Monitoring.

Phone Number

+1 317 844 3256

Contact Email

info@csiadvisoryservices.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Plan Consulting

Provides consulting and support to help companies design, manage, and comply with employee retirement plans.

Fiduciary and Investment Governance

Assists plan fiduciaries in managing investment decisions and responsibilities through policy development and training.

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Financials

M&A Details

CSI Advisory Services

was acquired by

HUB International

on

obfuscation

.

Transaction Name

CSI Advisory Services acquired by HUB International

Acquired by

HUB International

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

Technology

View Tech Report

Monthly Web Visits

59

-51.24%

in past month

IT Spend

$266.2K

This year,

CSI Advisory Services

is projected to spend

on IT, according to Aberdeen.

Active Website Tech Count

2

CSI Advisory Services

is actively using

2

technologies for its website, according to BuiltWith. These include

and

CommonCrawl Top 50m

.

Lists Featuring This Company

Lists Featuring This Company

Indiana Companies With Less Than $10M in Revenue (Top 10K)

9,904 Number of Organizations • $6.3B Total Funding Amount • 1,348 Number of Investors

Insurance Acquired Companies With Less Than $50M in Revenue

1,240 Number of Organizations • $5.6B Total Funding Amount • 836 Number of Investors

Great Lakes Financial Services Acquired Companies

887 Number of Organizations • $47.1B Total Funding Amount • 419 Number of Investors

Indiana Acquired Companies With More Than $1M in Revenue

408 Number of Organizations • $9.6B Total Funding Amount • 304 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

CSI Advisory Services

's headquarters?

CSI Advisory Services

is located in

Indianapolis, Indiana, United States

.

Who are

CSI Advisory Services

's competitors? Alternatives and possible competitors to

CSI Advisory Services

may include

WealthPlan Advisors

,

Gelman Pension Consulting

, and

.