Access Financial investment

Louisville, United States Founded: 2021 • Age: 5 yrs
Provides an online platform for investment and retirement planning tailored to individuals and advisors.

About Access Financial investment

Access Financial investment was a Business Services company based in Louisville (United States) founded in 2021. It provides an online platform for investment and retirement planning tailored to individuals and advisors. It operates on a B2C model. The company is recorded as dissolved. Its focus areas include Finance, Investment Services, Financial Planning and Retirement Solutions. Its competitors include Rocket Dollar, iJoin and Arnie; 3 of its 3 listed competitors have raised funding.

Company details

Access Financial investment operates with a B2C model, focusing on finance, investment services, providing financial planning, and retirement solutions. Provides an online platform for investment and retirement planning tailored to individuals and advisors. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.

Competitors of Access Financial investment

Access Financial investment has 3 listed competitors in our database, 3 of them funded. They include Rocket Dollar, iJoin and Arnie.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
rocketdollar.com2018Austin, United States$12.78M
Self-directed retirement accounts for alternative investments are facilitated.
ijoinsuccess.com2018Scottsdale, United States$1.6M10
Software for employee retirement investment planning is provided by iJoin.
arnie.co2021San Francisco, United States$2.3M
Investment plans for retirement are provided via an online platform.
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Detailed competitors of Access Financial investment

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Top companies in Finance & Accounting Services

3 companies that operate in the same segment as Access Financial investment (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Software-based tax filing services for individuals and small businesses
1955Kansas City, Missouri, United StatesUSD 3.95 B70,100
Business advisory, finance, and accounting services are provided to clients.
1910Anchorage, Alaska, United StatesUSD 54.77 M2,097
Tax consulting services are provided to clients by Ryan.
1991Dallas, Texas, United StatesUSD 317 MUSD 14.03 M1,111
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Frequently Asked Questions about Access Financial investment

Access Financial investment was founded in 2021.

Access Financial investment is headquartered in Louisville, United States. It is registered at Louisville, Kentucky, United States.

Access Financial investment operates with a B2C model, focusing on finance, investment services, providing financial planning, and retirement solutions. Provides an online platform for investment and retirement planning tailored to individuals and advisors. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.

Access Financial investment's top competitors include Rocket Dollar, iJoin and Arnie.

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