Associated Investor Services
Finance · Florida, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
2699 Stirling Rd Ste A200, Fort Lauderda...Phone Number
(954) 983-5600Website
www.afc-ais.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
2
4
1
2
About Associated Investor Services
Associated Financial Consultants & Investor Services is an independent boutique firm dedicated to creating, growing, and protecting wealth since 1972. They offer a range of services including wealth management, life planning, retirement planning, and insurance for families and individuals, as well as customized retirement and employee benefit plans for businesses. The firm also specializes in serving clients in the sports and entertainment sectors, providing tailored financial education and planning. Their mission is to inspire financial wellness through a personalized approach and institutional-like resources.Explore more
Associated Investor Services Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Associated Investor Services your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Website visits: Recent activity has been detected on your website
Check if Associated Investor Services has recently received funding, and reach out quickly before it becomes old news!
Check out if Associated Investor Services is spiking on competitors!
Click to see if Associated Investor Services had a recent Job posting/layoffs
Product Launch: Get notified when Associated Investor Services launches new products
Earning: See what the market has to say on Associated Investor Services recently announced quarterly report
Associated Investor Services, which may be a good buyer, showed buying intent in Masked Content Topic
Congratulate Masked Content for being promoted to Masked Content at Associated Investor Services
Funding: Get notified immidiatlly once Associated Investor Services has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Find VP level buyers at Associated Investor Services
Find more new buyers
Compare Similar Companies to Associated Investor Services
Compare insights from companies similar to Associated Investor Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Associated Investor Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Associated Investor Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Associated Investor Services.
Associated Investor Services financials insights
Gather financial insights about Associated Investor Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Associated Investor Services Tech Stack
A closer look at the technologies used by Associated Investor Services
Most Recent Scoops
Event
Person-Based
CRM, Events, Customer Engagement, Relationship Marketing, Account Management, Podcast
Award
Award, Financial Planning, Finance, Financial Strategy, Operations
Project
An internal source has indicated that the organization is prioritizing retirement plan legality compliance efforts over the next three months.
Compensation & Benefits, Compliance, Employee Relations, Legal Affairs
Funding
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Associated Investor Services
Sign Up For FreeTo access detailed company insights
Associated Financial Consultants & Investor Services is an independent boutique firm dedicated to creating, growing, and protecting wealth since 1972. They offer a range of services including wealth management, life planning, retirement planning, and insurance for families and individuals, as well as customized retirement and employee benefit plans... Read More
