About Essential Financial Solutions
Essential Financial Solutions is a company based in Fort Lauderdale (United States) founded in 2010. It operates as a B2C. Essential Financial Solutions offers products and services including Annuity Services, Long-Term Care Insurance, Life Insurance, Group Health Insurance, and Disability Income Insurance. Essential Financial Solutions operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Fort Lauderdale, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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- Legal Name Essential Financial Solutions, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Essential Financial Solutions
Essential Financial Solutions offers a comprehensive portfolio of products and services, including Annuity Services, Long-Term Care Insurance, Life Insurance, Group Health Insurance, and Disability Income Insurance. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides products for retirement income and financial security.
Offers coverage for long-term health needs and care expenses.
Delivers policies for financial protection of dependents.
Facilitates group plans for employee health benefits.
Provides income support during disability periods.
Funding Insights of Essential Financial Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Essential Financial Solutions
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Essential Financial Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Essential Financial Solutions Comparisons
Competitors of Essential Financial Solutions
Essential Financial Solutions 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Essential Financial Solutions
Frequently Asked Questions about Essential Financial Solutions
When was Essential Financial Solutions founded?
Essential Financial Solutions was founded in 2010.
Where is Essential Financial Solutions located?
Essential Financial Solutions is headquartered in Fort Lauderdale, United States. It is registered at Fort Lauderdale, Florida, United States.
What does Essential Financial Solutions do?
Essential Financial Solutions, Inc. is a financial advisory firm based in Cumming, Georgia, offering services such as life insurance, health insurance, retirement planning, and investment tools. They assist clients with personal finance management through online resources and calculators, operating under SEC regulations to ensure compliance and provide educational content on wealth preservation and estate planning.
Who are the top competitors of Essential Financial Solutions?
Essential Financial Solutions's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Essential Financial Solutions offer?
Essential Financial Solutions offers Annuity Services, Long-Term Care Insurance, Life Insurance, Group Health Insurance, and Disability Income Insurance.