Richmond Brothers

Jackson, United States Founded: 1994 • Age: 32 yrs
Offers personalized financial and retirement planning services for individuals.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 11 Brand Intelligence

About Richmond Brothers

Richmond Brothers is a company based in Jackson (United States) founded in 1994 by Matthew Curfman. It operates as a B2C. Richmond Brothers offers products and services including Financial Planning Services and Riskalyze Tool. Richmond Brothers operates in a competitive market with competitors including MetLife, Voya Financial, Pacific Life, Jackson and Athene, among others.

  • Headquarter Jackson, United States
  • Founders Matthew Curfman
  • Sectors
    Technology
    Financial Services
  • Phone
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  • Website
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  • Social
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  • Legal Name Richmond Brothers, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • 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 Richmond Brothers

Richmond Brothers offers a comprehensive portfolio of products and services, including Financial Planning Services and Riskalyze Tool.

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Category locked
Primary

Personalized strategies for retirement and investment needs.

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Evaluates portfolio risk for better investment decisions.

Funding Insights of Richmond Brothers

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Detailed funding history for Richmond Brothers

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Investments & Acquisitions by Richmond Brothers

Investments
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Investment portfolio details for Richmond Brothers

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  • Transaction dates
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Financial Statements - Richmond Brothers

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Detailed financials for Richmond Brothers

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  • Profit trends
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Richmond Brothers Comparisons

Richmond Brothers Primary company
Description
Offers personalized financial and retirement planning servic...
Location
Jackson, United States
Founded Year
1994
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Richmond Brothers

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Competitors of Richmond Brothers

Richmond Brothers 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 MetLife, Voya Financial, Pacific Life, Jackson and Athene, among others.

Company Name Domain Founded year HQ Location Description
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Internet-based life, health, auto, home, and pet insurance is offered.
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Provider of pension fund for the employees based out of the US
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Insurance company
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Retirement-focused investment management services are provided by the firm.
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Retirement services provider
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A record-keeping platform for retirement plans is provided.
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Detailed competitors of Richmond Brothers

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Latest news on Richmond Brothers

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Complete news archive for Richmond Brothers

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Frequently Asked Questions about Richmond Brothers

Richmond Brothers was founded in 1994.

Richmond Brothers is headquartered in Jackson, United States. It is registered at Jackson, Mississippi, United States.

Matthew Curfman is the current CEO of Richmond Brothers. They have also founded this company.

Richmond Brothers, Inc. is a family-owned firm specializing in personalized financial and retirement planning. They deliver tailored strategies, including investment advice, Social Security benefits, and risk assessment tools. Based in Jackson, Michigan, they focus on understanding clients needs to ensure financial wellness, serving individuals since 1994 with a client-centered approach.

Richmond Brothers's top competitors include Pacific Life, MetLife and Jackson.

Richmond Brothers offers Financial Planning Services and Riskalyze Tool.

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