About Niche Financial Services
Niche Financial Services is a company based in Wayne (United States) founded in 1998 by Richard Eglington. It operates as a B2B, and B2C. Niche Financial Services offers products and services including Financial Planning, 401(k) Retirement Plans, and Employee Benefits. Niche Financial Services operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Wayne, United States
- Founders Richard Eglington
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Sectors
TechnologyFinancial Services
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Phone
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Website
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Social
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- Legal Name Niche Financial Services Inc.
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Annual Revenue
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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. 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.
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.
Funding Insights of Niche Financial Services
| 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 Niche Financial Services
| 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 - Niche Financial Services
| 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 |
Niche Financial Services Comparisons
Competitors of Niche Financial Services
Niche 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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 |
M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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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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Frequently Asked Questions about Niche Financial Services
When was Niche Financial Services founded?
Niche Financial Services was founded in 1998.
Where is Niche Financial Services located?
Niche Financial Services is headquartered in Wayne, United States.
What does Niche Financial Services do?
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.
Who are the top competitors of Niche Financial Services?
Niche Financial Services's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Niche Financial Services offer?
Niche Financial Services offers Financial Planning, 401(k) Retirement Plans, and Employee Benefits.