Financial Gravity Companies, Inc. — Cyborg Score 4/10
Mixed
Wealth management and financial advisory services
Strategic Profile
Financial Gravity helps investment advisors, insurance agents, accountants, and tax professionals expand their businesses by adding additional services, including their own multi-family offices. The parent company aims to bring together best-of-breed financial services companies with the mission to synergistically combine entities that create symbiotic advantages.
Cyborg Score Rationale
Financial Gravity achieved profitability in Q4 2023 (a positive inflection point), but as an OTC-traded company with a micro-cap market valuation (~$8M), it faces significant liquidity and scale challenges. The company closed a credit facility with Prospeq in October 2025 to support advisor acquisitions and transition financing as part of its long-term growth strategy. The advisor-aggregation model has strategic merit but remains unproven at scale.
Top Insights
Achieved profitability for the first time in the quarter ending December 31, 2023, marking an important milestone for the company.
In October 2025, closed a credit facility with Prospeq to provide capital for advisor acquisition and transition financing as part of long-term growth strategy to expand advisor network and streamline onboarding.
The firm provides an online portal with technical training, client-facing tax planning materials, implementation guides, education, and coaching.
Trades on OTC markets with historically low liquidity and volume; limited analyst coverage and institutional interest.
Named Competitors
Schwab Advisor Services — Comprehensive wealth management and advisor platform
Fidelity Wealth Management — Global wealth management and investment advisory services
Wealth Management Services — Institutional wealth management and advisory
Tax Advisory Services — Tax preparation and financial services
Recent Developments
(December 2023) Achieved profitability for the first time
(October 2025) Closed credit facility with Prospeq for advisor acquisitions and transition financing
Open the full interactive Financial Gravity Companies, Inc. report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.