MarketCounsel
Business Services · New York, United States · 11-50 Employees
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Overview
Headquarters
228 Park Ave S, New York City, New York,...Phone Number
(201) 705-1200Website
www.marketcounsel.comRevenue
$5.7 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About MarketCounsel
MarketCounsel Consulting is a leading business and regulatory compliance consultancy that serves independent investment advisors throughout their business lifecycle. The firm provides expert counsel on various issues including compliance management, succession planning, and business strategy, helping advisors transition to independence and navigate industry challenges. MarketCounsel also offers tailored consulting services for financial institutions, leveraging its thought leadership to create opportunities for stakeholders. Established in 2000, the firm has built a reputation as a trusted advisor and advocate in the highly-regulated financial services industry.Explore more
MarketCounsel Org Chart
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Activity Insights
MarketCounsel is experiencing very low activity levels compared to other companies in the Business Services sector.
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MarketCounsel is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about MarketCounsel.
MarketCounsel Tech Stack
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Most Recent Scoops
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Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
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Events, Banking, Business Finance, Consumer Finance, Finance
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MarketCounsel News & Media
MarketCounsel Hires Paul Lally as Head of Business Solutions - Wealth Management
Paul Lally joins MarketCounsel from Wipfli, where he led the wealth and asset management segment.ALM's ThinkAdvisor Luminaries Awards to Cap Off The MarketCounsel Summit for a Historic Event at The Fontainebleau Las Vegas
December 9-12, 2024 – Las Vegas, NV NEW YORK, Aug. 21, 2024 /PRNewswire/ -- Two of the most prestigious events in the financial services industry, the ThinkAdvisor Luminaries Awards and The MarketCounsel Summit, are coming together for the first time to synchronize their programs at the...SmartRIA® Announces Second Strategic Investment Round from Dynasty Financial Partners and MarketCounsel
KNOXVILLE, Tenn.--(BUSINESS WIRE)-- #DynastyFinancialPartners--SmartRIA® is excited to announce a second strategic investment round from Dynasty Financial Partners and MarketCounsel.Dynasty Financial Partners & MarketCounsel Announce Strategic Partnership with SmartRIA®
MIAMI BEACH, Fla., Dec. 7, 2021 /PRNewswire/ -- Dynasty Financial Partners (Dynasty) and MarketCounsel, together, announced a strategic partnership with SmartRIA at The MarketCounsel Summit today. SmartRIA is a provider of comprehensive technology solutions for automating and streamlining...
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Frequently Asked Questions Regarding MarketCounsel
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MarketCounsel Consulting is a leading business and regulatory compliance consultancy that serves independent investment advisors throughout their business lifecycle. The firm provides expert counsel on various issues including compliance management, succession planning, and business strategy, helping advisors transition to independence and navigate... Read More
