MarketCounsel
Overview
MarketCounsel is a business and regulatory compliance consultancy serving independent investment advisors. Founded in 2000 by Brian Hamburger, the firm provides services and solutions for challenges faced by entrepreneurs in the investment advisor industry. It has an affiliated law firm, the Hamburger Law Firm. While its primary business is consulting, MarketCounsel makes strategic investments in companies relevant to its core operations. It has made two strategic investments in SmartRIA, a compliance management software provider, in partnership with Dynasty Financial Partners.
Portfolio Companies
1
Website
marketcounsel.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Smartria | Mar 2023 | Strategic | Lead |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is MarketCounsel based?
MarketCounsel is headquartered in Englewood, New Jersey, United States.
When was MarketCounsel founded?
Founding year information for MarketCounsel is not publicly available.
How many portfolio companies does MarketCounsel have?
MarketCounsel has 1 portfolio company in Caplight's dataset.
What are some companies in MarketCounsel's portfolio?
Portfolio companies visible on Caplight include Smartria.
What was MarketCounsel's most recent investment shown here?
MarketCounsel's most recent investment in this portfolio sample was in Smartria in 2023.
What sectors does MarketCounsel focus on?
MarketCounsel focuses on Enterprise Software, FinTech.
What company stages does MarketCounsel focus on?
Stage focus information for MarketCounsel is not publicly available.