About Broad Financial
Broad Financial is a Business Services company based in Montvale (United States) founded in 2004. It offers financial advisory services, including planning, analysis, and wealth management. It operates on a B2B model. Its focus areas include Financial Services, Wealth Management, Financial Advisory and Planning and Analysis. Its competitors include MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Duff & Phelps and 1 more; 1 of its 6 listed competitors has raised funding.
Company details
Broad Financial, established in 2004, excels in offering financial products and advice, managing wealth portfolios, providing financial advice, and planning and analysis. Offers financial advisory services, including planning, analysis, and wealth management. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.
- Headquarters Montvale, United States
- SectorsBusiness Services
- Website broadfinancial.com
- Social X Facebook
People of Broad Financial
1 people are tracked at Broad Financial (1 in leadership).
| Name | Role | Group |
|---|---|---|
Brian Finkelstein | CEO | Leadership |
Complete people profiles for Broad Financial
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- Team structure
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Competitors of Broad Financial
Broad Financial has 6 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Duff & Phelps, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | – | 10,466 | Mutual life insurance company | |
| amfam.com | 1927 | Madison, United States | – | 13,713 | Personal and business insurance products are provided nationwide. | |
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| thrivent.com | 2008 | Blue Springs, United States | – | 6,177 | Financial services are offered by Thrivent as a not-for-profit entity. | |
| duffandphelps.com | 1932 | New York, United States | – | 994 | Financial and risk advisory solutions are provided globally. | |
| milliman.com | 1947 | – | – | – | Milliman is engaged in actuarial consulting and analytics solutions. |
Detailed competitors of Broad Financial
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Web traffic of Broad Financial
Websites that share an audience with Broad Financial (broadfinancial.com).
Websites whose visitors overlap most with Broad Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| rocketdollar.com | 100% | 19.4K | #1,327,285 | View details | |
| bitcoinira.com | 98% | 38.8K | #675,973 | View details | |
| solo401k.com | 80% | 23.7K | #780,308 | View details | |
| myubiquity.com | 66% | 126.3K | #270,313 | View details | |
| sharebuilder401k.com | 60% | 31.1K | #1,012,903 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Broad Financial
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Finance & Accounting Services
10 companies that operate in the same segment as Broad Financial (Finance & Accounting Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | – | USD 3.95 B | 70,100 | |
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | – | USD 54.77 M | 2,097 | |
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 | |
Provider of financial services | 1978 | Los Angeles, California, United States | USD 249.55 M | – | 1,736 | |
Accounting services are provided by Accordion to business clients. | 2009 | New York, New York, United States | USD 165 K | – | 351 | |
Cloud-based accounting software is offered for business operations. | 2002 | Tampa, Florida, United States | USD 24.33 M | – | 166 | |
Provider of financial management services | 1998 | Johannesburg, Gauteng, South Africa | – | USD 14.3 B | 44,916 | |
Financial services in insurance are provided to individuals and businesses. | 2019 | Jaipur, Rajasthan, India | USD 115.63 M | USD 55.59 M | 280 | |
Business advisory services | 1952 | Atlanta, Georgia, United States | – | – | 762 | |
Audit, tax, and advisory services are provided in the UK. | 1983 | Bolton, Greater Manchester, United Kingdom | – | – | – |
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Frequently Asked Questions about Broad Financial
Broad Financial was founded in 2004.
Broad Financial is headquartered in Montvale, United States. It is registered at Montvale, New Jersey, United States.
Broad Financial, established in 2004, excels in offering financial products and advice, managing wealth portfolios, providing financial advice, and planning and analysis. Offers financial advisory services, including planning, analysis, and wealth management. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.
Broad Financial's top competitors include MassMutual, Point Digital Finance and American Family Insurance.