About EKS Financial Services
EKS Financial Services is a Financial Services company based in Sharon (United States) founded in 2006. It delivers wealth management and financial planning solutions for individuals and families. It operates on a B2C model. Its Indian entity Fdc Web Technologies Private Limited reported revenue of ₹10.79 Cr. Its focus areas include Wealth Management, Financial Planning and Advisory Services. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Sharon, United States
- SectorsFinancial Services
- Website eksfinancial.com
- Legal Name Eks Finanses
- 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 EKS Financial Services
EKS Financial Services 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 |
Board of directors of Fdc Web Technologies Private Limited (EKS Financial Services)
Fdc Web Technologies Private Limited is the primary company behind EKS Financial Services. 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 |
Financials of EKS Financial Services
Figures of Fdc Web Technologies Private Limited, the primary company behind EKS Financial Services, 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 EKS Financial Services
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Competitors of EKS Financial Services
EKS Financial Services has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| 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. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of EKS Financial Services
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment Banks
3 companies that operate in the same segment as EKS Financial Services (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 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Eks Financial Services
Complete news archive for EKS Financial Services
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about EKS Financial Services
EKS Financial Services was founded in 2006.
EKS Financial Services is headquartered in Sharon, United States.
The primary company behind EKS Financial Services, Fdc Web Technologies Private Limited, reported revenue of ₹10.79 Cr for FY 2025, up 28% year on year.
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, Northwestern Mutual and Morgan Stanley.
EKS Financial Services operates through Fdc Web Technologies Private Limited.
The legal entities of EKS Financial Services currently have 2 directors, including Alexis Berno, Sreeja Sreeram.