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MarketCounsel Consulting

Filed under: Consulting Firm, Specialized Breakaway Service, Compliance Expert

Company info:

RIA department info:

Etcetera:

  • 40 FTEs
  • Founded in 2000

Q&A:

What is the service or product you offer to RIAs?

MarketCounsel is the leading business and regulatory consultancy to some of the country's preeminent independent investment advisers throughout their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the challenges faced by entrepreneurs in a fast growing industry and has emerged as one of its most effective advocates. For 20 years, MarketCounsel has been the leading firm in helping the securities industry's best and brightest realize their entrepreneurial aspirations and thereafter help them navigate through the complexities of this highly-regulated business.

How do you differentiate your offering from competitors?

From the initial launch of an investment adviser to its outsourced compliance platform to its business growth and succession strategies, MarketCounsel consistently delivers extraordinary service and trusted counsel by leveraging advanced technology and sound business processes. The firm’s annual event, the MarketCounsel Summit, has become the premier gathering for the country's leading growth-oriented, independent investment advisers and serves as both a spark and catalyst for conversation among the industry’s leaders.

What else would you like to say about your business?

Join us at the 2020 MarketCounsel Summit – December 7-10, 2020.

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