Investment Security Group
Offering a one-stop resource of personalized investing and financial planning services.
| Date | Investors | Amount | Round |
|---|---|---|---|
N/A | Late VC | ||
| Total Funding | 000k | ||
| USD | 2021 | 2022 |
|---|---|---|
| Revenues | 0000 | 0000 |
| % growth | - | 95 % |
| EBITDA | 0000 | 0000 |
| Profit | 0000 | 0000 |
| EV | 0000 | 0000 |
| EV / revenue | 00.0x | 00.0x |
| EV / EBITDA | 00.0x | 00.0x |
| R&D budget | 0000 | 0000 |
Source: Dealroom estimates
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Investment Security Group is a Denver-based financial advisory firm dedicated to providing a wide array of financial services. The company specializes in wealth management, estate planning, and retirement strategies, catering to individuals seeking to grow and protect their wealth. Investment Security Group operates in the financial services market, serving clients who require personalized and proactive financial planning. The business model revolves around offering customized financial solutions that address the unique needs of each client, ensuring responsible decision-making and realistic goal setting. The firm generates revenue through advisory fees and portfolio management services. By focusing on long-term relationships and understanding the evolving financial situations of their clients, Investment Security Group aims to be a lifelong financial partner.
Keywords: wealth management, estate planning, retirement strategies, financial advisory, Denver-based, proactive planning, customized solutions, portfolio management, fiduciary services, lifelong partner.