Bleakley Financial Group
Date | Investors | Amount | Round |
---|---|---|---|
* | N/A | Growth Equity non VC | |
Total Funding | - |
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EditBleakley Financial Group is an independent financial planning and wealth management firm that has been serving clients across the United States for over 30 years. The company offers personalized financial advice and guidance tailored to the unique needs of individuals, families, and business owners. With a low client-to-advisor ratio, Bleakley ensures that each client receives focused attention and customized solutions to achieve financial security and prosperity.
Bleakley operates in the financial services market, providing a range of services including retirement planning, multigenerational wealth management, and inheritance preparation. The firm's business model is centered around offering independent and unbiased financial advice, leveraging advanced technology platforms like Orion Advisor Tech and eMoney Advisor to deliver comprehensive and transparent investment performance reports.
Bleakley Financial Group generates revenue through advisory fees, which are typically based on a percentage of assets under management. The firm's client base includes corporate executives, business owners, and individuals preparing for retirement or managing family wealth across generations.
Keywords: financial planning, wealth management, independent advice, personalized service, retirement planning, multigenerational wealth, inheritance preparation, corporate executives, business owners, advanced technology.