Financial Gravity Companies, Inc. Overview
Pro stress-test →Financial Gravity Companies, Inc. was founded in 2005 and is based in Lakeway, Texas. The company is a publicly owned investment manager that provides wealth management, family office services, risk management, asset management, retirement planning, estate planning, business development solutions, business and personal tax planning, and financial advisor services through its subsidiaries.
Strategic Profile
Pro stress-test →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.
Competitive Landscape
Pro stress-test →Financial Gravity operates across three segments: Tax Services and Financial Advisory Services, Brokerage and Wealth Management Services, and Investment Advisory Services. The company competes against larger, established wealth management and family office platforms (Schwab, Fidelity, dedicated RIA roll-up platforms) and regional tax and advisory firms, but its OTC status and micro-cap valuation limit direct comparison to institutional competitors.
Industry Context
Financial Gravity Companies, Inc. operates in Wealth management and financial advisory services.
Key facts
Founded: 2005 · Headquarters: Lakeway, Texas · Employees: N/A · Revenue: N/A · Market cap: ~$8M