MarketCounsel - Crunchbase Company Profile & Funding

Overview

MarketCounsel

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About MarketCounsel

CB Rank

387017

MarketCounsel is the leading business and regulatory consultancy to the country's preeminent independent investment advisers.

Founded

obfuscation

Private

Englewood, New Jersey, United States

11-50

marketcounsel.com/

Advice

Consulting

Financial Services

Impact Investing

Details

Legal Name

MarketCounsel LLC

Operating Status

Active

Company Type

For Profit

Phone Number

(201) 705-1200

Predictions & Insights

Products & Services

RIA Incubator Program

A consulting service that assists prospective registered investment advisors with registration, compliance program setup, and regulatory challenges during startup.

Compliance Management Programs

Membership-based compliance consulting services offering tailored support to independent investment advisors for maintaining regulatory compliance.

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Financials

Investments

Investment Breakdown

Number of Investments

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	SmartRIA	—	Venture Round - SmartRIA	obfuscated obfuscation
obfuscated obfuscation	SmartRIA	—	Venture Round - SmartRIA	obfuscated obfuscation
obfuscated obfuscation	SmartRIA	—	Venture Round - SmartRIA	obfuscated obfuscation
obfuscated obfuscation	SmartRIA	—	Venture Round - SmartRIA	obfuscated obfuscation
obfuscated obfuscation	SmartRIA	—	Venture Round - SmartRIA	obfuscated obfuscation

Investment Breakdown

Number of Investments

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	SmartRIA	—	Venture Round - SmartRIA	obfuscated obfuscation
obfuscated obfuscation	SmartRIA	—	Venture Round - SmartRIA	obfuscated obfuscation
obfuscated obfuscation	SmartRIA	—	Venture Round - SmartRIA	obfuscated obfuscation
obfuscated obfuscation	SmartRIA	—	Venture Round - SmartRIA	obfuscated obfuscation
obfuscated obfuscation	SmartRIA	—	Venture Round - SmartRIA	obfuscated obfuscation