EKS Financial Services

Sharon, United States Founded: 2006 • Age: 20 yrs
Delivers wealth management and financial planning solutions for individuals and families.
Annual revenue $981,411 Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products - Services tracked
Competitors 11 Brand Intelligence

About EKS Financial Services

EKS Financial Services is a company based in Sharon (United States) founded in 2006. It operates as a B2C. EKS Financial Services operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.

  • Headquarter Sharon, United States
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
  • Legal Name Eks Finanses
  • Jurisdiction Kanayannur, Kerala, India
Operational Areas
Financial Services → Capital Markets & Trading Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $981.41 K (USD)
    13.53
    as on Mar 31, 2024
  • Net Profit
    $126.73 K (USD)
    5.53
    as on Mar 31, 2024
  • EBITDA
    $202.53 K (USD)
    10.5
    as on Mar 31, 2024
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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Funding Insights of EKS Financial Services

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Detailed funding history for EKS Financial Services

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Investments & Acquisitions by EKS Financial Services

Investments
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Investment portfolio details for EKS Financial Services

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Financial Statements - EKS Financial Services

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Detailed financials for EKS Financial Services

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Eks Financial Services Comparisons

EKS Financial Services Primary company
Description
Delivers wealth management and financial planning solutions ...
Location
Sharon, United States
Founded Year
2006
Annual Revenue
$981.41 K (USD)
Net Profit
$126.73 K (USD)
EBITDA
$202.53 K (USD)
Employees
Not available
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Peer comparison for EKS Financial Services

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Competitors of EKS Financial Services

EKS Financial Services operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
Locked Locked Locked
Global banking, investment, and wealth management services are offered worldwide.
Locked Locked Locked
Wealth management, investment advisory, and financial services are provided.
Locked Locked Locked
Wealth management solutions are delivered for asset managers.
Locked Locked Locked
Northwestern Mutual is engaged in financial planning and insurance services.
Locked Locked Locked
Mutual life insurance and asset management services are provided.
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Detailed competitors of EKS Financial Services

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Latest news on Eks Financial Services

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Complete news archive for EKS Financial Services

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Frequently Asked Questions about EKS Financial Services

EKS Financial Services was founded in 2006.

EKS Financial Services is headquartered in Sharon, United States.

Annual revenue of EKS Financial Services is $981.41K as on Mar 31, 2024.

EKS Financial Services delivers wealth management and financial planning solutions for individuals and families, focusing on offering financial products and advice, managing wealth portfolios, providing financial planning, and providing advisory services. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets.

EKS Financial Services's top competitors include Fidelity Investments, Investec and Guggenheim Partners.

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