About Strategic Financial Partners
Strategic Financial Partners is a company based in Memphis (United States) founded in 2000. It operates as a B2B, and B2C. Strategic Financial Partners offers products and services including Wealth Strategies, Private Wealth, Estate and Legacy, and SFP Benefits. Strategic Financial Partners operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Memphis, United States
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Sectors
Financial ServicesBusiness Services
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Phone
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Website
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Social
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Annual Revenue
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Products & Services of Strategic Financial Partners
Strategic Financial Partners offers a comprehensive portfolio of products and services, including Wealth Strategies, Private Wealth, Estate and Legacy, and SFP 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.
Customized plans for wealth creation and preservation services.
Advisory for high-net-worth individuals and asset management.
Strategies for estate distribution and family legacy planning.
Solutions for business employee retirement and insurance needs.
Funding Insights of Strategic Financial Partners
| 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 |
Investments & Acquisitions by Strategic Financial Partners
| 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 - Strategic Financial Partners
| 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 |
Strategic Financial Partners Comparisons
Competitors of Strategic Financial Partners
Strategic Financial Partners 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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, 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 |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Financial and risk advisory solutions are provided globally.
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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 Strategic Financial Partners
When was Strategic Financial Partners founded?
Strategic Financial Partners was founded in 2000.
Where is Strategic Financial Partners located?
Strategic Financial Partners is headquartered in Memphis, United States. It is registered at Memphis, Tennessee, United States.
What does Strategic Financial Partners do?
Strategic Financial Partners assists individuals, families, and business owners in developing customized financial strategies using investment and insurance products. They focus on wealth creation, preservation, and distribution through expert advisory services. Operating in various Southeast US locations, they serve clients with personalized solutions for estate planning, retirement, and wealth management, ensuring confidence in uncertain markets.
Who are the top competitors of Strategic Financial Partners?
Strategic Financial Partners's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Strategic Financial Partners offer?
Strategic Financial Partners offers Wealth Strategies, Private Wealth, Estate and Legacy, and SFP Benefits.