About Niche Financial Services
Niche Financial Services is a Technology company based in Wayne (United States) founded in 1998 by Richard Eglington. Financial consulting firm providing planning, retirement plans, and benefits to individuals and companies. It operates on a B2B and B2C model in Technology and Financial Services sectors. Niche Financial Services offers products and services including Financial Planning, 401(k) Retirement Plans, and Employee Benefits. Its focus areas include FinTech, Investment Tech, Financial Planning and Retirement Services. Its legal entity is Niche Financial Services Inc. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
Niche Financial Services Inc. is a financial consulting firm established in 1998, based in King of Prussia, PA, USA. It provides services like financial planning, 401(k) retirement plans, and employee benefits to help individuals and businesses manage costs, achieve retirement goals, and develop cost-efficient programs. The firm serves clients through advisory services, focusing on risk management and global asset strategies while prioritizing client needs over corporate affiliations.
- Headquarters Wayne, United States
- Founders Richard Eglington
- SectorsTechnologyFinancial Services
- Website nichefinancial.com
- Social Facebook
- Legal Name Niche Financial Services Inc.
Products & Services of Niche Financial Services
Niche Financial Services offers a comprehensive portfolio of products and services, including Financial Planning, 401(k) Retirement Plans, and Employee Benefits.
Offers personalized planning for financial, tax, and retirement goals.
Manages retirement accounts to help employees build wealth securely.
Provides group health and income replacement plans for businesses.
People of Niche Financial Services
1 people are tracked at Niche Financial Services (1 in leadership).
| Name | Role | Group |
|---|---|---|
Richard Eglington | Founder | Leadership |
Complete people profiles for Niche Financial Services
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Similar companies to Niche Financial Services
Niche Financial Services has 3 listed similar companies in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed similar companies of Niche 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 & Financial Technology
3 companies that operate in the same segment as Niche Financial Services (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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
Frequently Asked Questions about Niche Financial Services
Niche Financial Services was founded in 1998.
Niche Financial Services is headquartered in Wayne, United States.
Niche Financial Services Inc. is a financial consulting firm established in 1998, based in King of Prussia, PA, USA. It provides services like financial planning, 401(k) retirement plans, and employee benefits to help individuals and businesses manage costs, achieve retirement goals, and develop cost-efficient programs. The firm serves clients through advisory services, focusing on risk management and global asset strategies while prioritizing client needs over corporate affiliations.
Niche Financial Services's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Niche Financial Services offers Financial Planning, 401(k) Retirement Plans, and Employee Benefits.
Niche Financial Services operates through Niche Financial Services Inc..