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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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 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.
Funding Insights of Niche Financial Services
Detailed funding history for Niche Financial Services
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Investments & Acquisitions by Niche Financial Services
Investment portfolio details for Niche Financial Services
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Financial Statements - Niche Financial Services
Detailed financials for Niche Financial Services
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Niche Financial Services Comparisons
Peer comparison for Niche Financial Services
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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.
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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of Niche Financial Services
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Latest news on Niche Financial Services
Complete news archive for Niche Financial Services
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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, Alera Group and Raymond James.
Niche Financial Services offers Financial Planning, 401(k) Retirement Plans, and Employee Benefits.