ARGI Financial Group
Finance · Kentucky, United States · 51-200 Employees
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Overview
Headquarters
2201 High Wickham Pl, Louisville, Kentuc...Phone Number
(502) 753-0609Website
www.argifinancialgroup.comRevenue
$26.7 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
2
2
2
1
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2
About ARGI Financial Group
ARGI is a regional full service financial advisory firm, headquartered in Louisville, KY. With the mission of improving lives with every relationship, ARGI's team of dedicated consultants provides comprehensive financial planning and investment management through ARGI Investment Services, LLC, a Registered Investment Advisor; tax planning through ARGI CPAs and Tax Advisors, PLLC and SCA CPAs and Advisors, PLLC; insurance solutions through Advisor Insurance Solutions, LLC; business services through ARGI Business Services, LLC, all of which are divisions of ARGI Financial Group LLC. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC.Explore more
ARGI Financial Group Org Chart
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Company Profile Activity
Activity Insights
ARGI Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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ARGI Financial Group financials insights
Gather financial insights about ARGI Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$2M
ARGI Financial Group Tech Stack
A closer look at the technologies used by ARGI Financial Group
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Most Recent Scoops
Project
A front-line source in Financial Planning has indicated that the organization has completed initiatives related to financial processes automation within the last nine months.
Automation, Financial Planning, Financial Systems
Project
A front-line source in Financial Planning has indicated that the organization has completed initiatives related to forecasting within the last nine months.
Financial Planning, Forecasting
Project
A front-line source in Financial Planning has indicated that the organization is planning to release a request for proposal (RFP) for initiatives related to financial data compliance within the next six to nine months. The organization will transfer financial data platforms in support of these efforts.
Request for Proposal (RFP), Data Management, Data Science, Financial Planning, Compliance
Pain Point
Project
A front-line source in Financial Planning has indicated that the organization is planning to remediate challenges related to financial reporting.
Accounting, Financial Planning, Audit
Project
Financial Planning
ARGI Financial Group News & Media
Alerian S-Network Expands BlackSwan Indexes with Tech & Treasury Benchmark
NEW YORK, Dec. 15, 2021 (GLOBE NEWSWIRE) -- Alerian S-Network Global Indexes, a pioneering index provider focused on building innovative index-based investment strategies, introduced today the S-Network BlackSwan Tech & Treasury Index (QSWNXT), the third index in the S-Network BlackSwan Index suite.ARGI Adds Service Offering for Registered Investment Advisors
Matt McGrew, J.D., has joined ARGI, a regional financial advisory firm, as the Director of Advisory Platforms, leading the new turnkey asset management platform (TAMP), ARGI Max. [PR.com]Award Winning Professor, Author and Financial Advisor Joins ARGI
ARGI, a Louisville-based personal and business financial advisory firm, is pleased to announce that Dr. Ron A. Rhoades, J.D., CFP® has joined the firm as a Financial Advisor and Content Specialist. Currently, Dr. Rhoades serves as Director for Western Kentucky University’s Personal Financial Planning Program, as well as an Associate Professor of Finance, positions which he will keep for his tenure at the [PR.com]ARGI Announces ARGI Trust
ARGI, a personal and business financial advisory firm, partners with Advocacy Trust to provide new trust offering. [PR.com]
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Frequently Asked Questions Regarding ARGI Financial Group
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ARGI is a regional full service financial advisory firm, headquartered in Louisville, KY. With the mission of improving lives with every relationship, ARGI's team of dedicated consultants provides comprehensive financial planning and investment management through ARGI Investment Services, LLC, a Registered Investment Advisor; tax planning through A... Read More
