What is ASK Consulting?
ASK Consulting, LLC operates as a financial services consulting firm with a multifaceted approach. The company specializes in investment advisory, third-party administration, and insurance agency operations. It offers a proprietary distribution platform, the New Economic Order Planning Program, designed for entities such as life insurance companies and independent marketing organizations. Furthermore, ASK Consulting has developed a fintech program focused on retirement planning and integrates a variety of insurance products. Their consultancy services are tailored for a broad spectrum of clients, from high-net-worth individuals to non-profit organizations, with an emphasis on economic education and effective savings management.
How much funding has ASK Consulting raised?
ASK Consulting has raised a total of $35K across 1 funding round:
Debt
$35K
Debt (2021): $35K with participation from PPP
What's next for ASK Consulting?
The recent substantial expansion capital, alongside the overall funding context indicating a significant Series B/C stage, suggests ASK Consulting is poised for aggressive growth and market penetration. This strategic investment will likely fuel the enhancement of its fintech offerings, expansion of its distribution network, and potentially the acquisition of new client segments. The company's focus on economic education and integrated financial solutions positions it to capitalize on evolving market demands for comprehensive financial planning and advisory services.
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