About Achievement Financial
Achievement Financial is a Financial Services company based in Eagan (United States) founded in 2002 by Leif M Hagen. It provides investment guidance, financial planning, and insurance services in Minnesota. It operates on a B2C model. Its Indian entity Fdc Web Technologies Private Limited reported revenue of ₹10.79 Cr. Achievement Financial offers products and services including Investment Services, Financial Planning, and Medicare Insurance. Its focus areas include Independent Financial Advisor, Investment Advisory and Retirement Planning. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Achievement Financial is an independent financial advisor located in Eagan, Minnesota, offering personalized services like investments, financial planning, and Medicare insurance. They assist clients with retirement strategies, investment options, and insurance needs through in-office or virtual meetings. The firm prioritizes open communication and long-term financial success for individuals, focusing on risk tolerance and goal alignment while adhering to industry standards.
- Headquarters Eagan, United States
- Founders Leif M Hagen
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website achievementfinancial.com
- Social LinkedIn X Facebook YouTube
- Legal Name Achievement Financial
- Date of Incorporation 07 Jun, 2018
- Jurisdiction Kanayannur, Kerala, India
- Indian entity revenue₹10.79 Cr
FY 2025 · +28% YoY
- Indian entity net profit₹1.55 Cr
FY 2025 · 14% margin
- Indian entity EBITDA₹2.20 Cr
FY 2025 · 20% margin
Associated legal entities of Achievement Financial
Achievement Financial operates through Fdc Web Technologies Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Fdc Web Technologies Private Limited CIN U72900KL2018FTC053590 | Active | 07 Jun 2018 | Kanayannur, Kerala | ₹10.8 Cr | 2 | View details |
Products & Services of Achievement Financial
Achievement Financial offers a comprehensive portfolio of products and services, including Investment Services, Financial Planning, and Medicare Insurance.
Guidance on stocks, bonds, and retirement accounts for financial growth.
Assists in creating personalized strategies for long-term financial goals.
Helps clients understand and select Medicare insurance options.
Apps and channels of Achievement Financial
its YouTube channel Achievement Financial in Eagan, MN has 8 subscribers and 9 videos.
Videos from Achievement Financial
The most watched videos on Achievement Financial's YouTube channel, Achievement Financial in Eagan, MN (8 subscribers). Click a video to play it here.
More on Achievement Financial in Eagan, MN.
Board of directors of Fdc Web Technologies Private Limited (Achievement Financial)
Fdc Web Technologies Private Limited is the primary company behind Achievement Financial. The board of Fdc Web Technologies Private Limited currently have 2 directors; the longest-serving is Alexis Berno, appointed in 2018. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Alexis Berno DIN 08152516 | Director | 07 Jun 2018 | 8 yrs 4 mo | Fdc Web Technologies Private Limited |
| Sreeja Sreeram DIN 10042399 | Managing Director | 14 Feb 2023 | 3 yrs 8 mo | Fdc Web Technologies Private Limited |
People of Achievement Financial
1 people are tracked at Achievement Financial (1 in leadership).
| Name | Role | Group |
|---|---|---|
Leif M Hagen | Founder | Leadership |
Complete people profiles for Achievement Financial
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Financials of Achievement Financial
Figures of Fdc Web Technologies Private Limited, the primary company behind Achievement Financial, for FY 2025. Revenue was ₹10.79 Cr (+28% year on year). Net profit was ₹1.55 Cr (14% margin). EBITDA was ₹2.20 Cr (20% margin). Revenue has grown at a compounded annual rate of +14% over three years and +31% over five years.
- ₹10.79 CrRevenue · FY 2025 · +28% YoY
- ₹1.55 CrNet profit · 14% margin
- ₹2.20 CrEBITDA · 20% margin
- ₹9 LakhPaid-up capital
- +14%Revenue CAGR, 3 years
- +31%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Fdc Web Technologies Private Limited are on its company page.
Detailed financial statements for Achievement Financial
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Competitors of Achievement Financial
Achievement Financial has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Achievement Financial
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Web traffic of Achievement Financial
The website of Achievement Financial (achievementfinancial.com) receives about 3.2K visits a month.
- Monthly visits3.2K
▲ 167.2% vs previous month
Top companies in Investment Banks
3 companies that operate in the same segment as Achievement Financial (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 119.72 B | 80,000 |
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Related news about Achievement Financial
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Frequently Asked Questions about Achievement Financial
Achievement Financial was founded in 2002.
Achievement Financial is headquartered in Eagan, United States. It is registered at Eagan, Minnesota, United States.
The primary company behind Achievement Financial, Fdc Web Technologies Private Limited, reported revenue of ₹10.79 Cr for FY 2025, up 28% year on year.
Achievement Financial is an independent financial advisor located in Eagan, Minnesota, offering personalized services like investments, financial planning, and Medicare insurance. They assist clients with retirement strategies, investment options, and insurance needs through in-office or virtual meetings. The firm prioritizes open communication and long-term financial success for individuals, focusing on risk tolerance and goal alignment while adhering to industry standards.
Achievement Financial's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Achievement Financial offers Investment Services, Financial Planning, and Medicare Insurance.
Achievement Financial operates through Fdc Web Technologies Private Limited.
The legal entities of Achievement Financial currently have 2 directors, including Alexis Berno, Sreeja Sreeram.