Financial Profiles
Financial Profiles is a U.S. strategic communications and investor relations firm founded in 2007, serving public companies, pre-IPO private companies, and asset management firms with senior-led IR, M&A, IPO, ESG, crisis, and public relations advisory across four U.S. offices.
- Company typePrivate
- Founded2007
- HeadquartersLos Angeles, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Financial Profiles does
Financial Profiles, Inc. is a U.S.-based, private strategic communications and investor relations consulting firm founded in 2007 by Moira Conlon and headquartered in Los Angeles, with additional offices in New York, San Francisco, and Chicago. The firm operates as a women-owned certified business employing a senior team of approximately 20 professionals whose backgrounds span Wall Street investment banking (including Merrill Lynch), top communications agencies, Fortune 500 corporate communications, and journalism.
The company's core offering is a nine-practice integrated communications platform: Investor Relations, M&A Transaction Communications, IPO Communications, Corporate Sustainability/ESG Communications, Corporate & Employee Communications, Crisis & Reputation Management, Public Relations, Brand Strategy, and Content + Design + Digital. Engagement work is delivered as senior-led professional services and is sourced primarily through reputation, thought leadership, referrals, and direct business development rather than paid marketing channels. The firm maintains a large content engine (100+ articles, the weekly Private Credit Pulse publication, recurring bylines in Forbes, CFO Magazine, and IR Magazine) and holds agency-of-record relationships with the NACD Pacific Southwest and Chicago chapters.
Customers are enterprise public companies, pre-IPO private companies, and asset management / specialty finance firms, with named logos spanning BlackRock, UBS, Oaktree, C3.ai, STORE Capital, Columbia Bank, Cal-Maine Foods, and several regional banks and REITs. Revenue is generated through professional services fees on quote-based retainer and project engagements; no public pricing or revenue disclosure exists, and the firm has not raised outside capital or disclosed M&A activity.
Financial Profiles firmographics
Firmographics- Name
- Financial Profiles
- Legal name
- Financial Profiles, Inc.
- Website
- https://finprofiles.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Financial Profiles is a U.S. strategic communications and investor relations firm founded in 2007, serving public companies, pre-IPO private companies, and asset management firms with senior-led IR, M&A, IPO, ESG, crisis, and public relations advisory across four U.S. offices.
- Ownership category
- akta.pro rank
Financial Profiles industry classification
Industry- Product category
- Strategic Communications & Investor Relations Consulting
- NAICS
- Advertising, Public Relations, and Related Services (5418), Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate & Financial Communications PR (MPAAADAA)
- akta.pro secondary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where Financial Profiles is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Financial Profiles business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Strategic Communications & IR Consulting: Professional services fees for strategic communications consulting including investor relations, public relations, corporate communications, transaction support, ESG advisory, and crisis management services to public and private companies and professional services firms
- Agency Services: Communications agency services spanning IPO & M&A support, investor relations, crisis and issues management, corporate communications, ESG benchmarking and program development, media relations, spokesperson training, and content creation and design
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Financial Profiles product offering
Product offeringCore offering
Financial Profiles is a national strategic communications firm that advises public companies, pre-IPO private companies, and asset management firms on investor relations, public relations, IPO and M&A transaction communications, corporate sustainability/ESG communications, crisis and reputation management, corporate and employee communications, brand strategy, and content/design/digital services. Engagements combine expert counsel, value-based positioning, messaging development, and access to investors, analysts, and the press to help clients build credibility, manage reputation, and support valuation.
Product overview
Financial Profiles is a national strategic communications and investor relations consulting firm that provides integrated communication services. The firm operates as a services-based consultancy rather than a software product company. Its core offerings span nine practice areas: Investor Relations, M&A Transaction Communications, IPO Communications, Corporate Sustainability Communications, Corporate & Employee Communications, Crisis & Reputation Management, Public Relations, Brand Strategy, and Content + Design + Digital. These services work together to help public and private companies as well as asset management firms enhance their corporate profiles, manage reputations, build credibility, and gain access to growth capital.
Differentiator
Problem solved
Functional benefit
Products and services
- Investor Relations Strategic counsel and communication services helping public and private companies effectively communicate with investors, analysts, and the financial community.
- M&A Transaction Communications
- IPO Communications
- Corporate Sustainability Communications
- Corporate & Employee Communications
- Crisis & Reputation Management
- Public Relations
- Brand Strategy
- Content + Design + Digital
Quantifiable outcome
- IHS Markit research shows highly effective IR maximizes valuation by supporting a premium of 15% and lowering volatility by 5%
- +1 more outcomes
Companies that use Financial Profiles
Customer profileNamed customers25 records
Segments6 records
Ideal customer profiles3 records
Financial Profiles technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Financial Profiles partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered supporting.
- NACD Pacific Southwest ChaptersupportingFinancial Profiles serves as the public relations agency for the NACD Pacific Southwest Chapter, supporting governance communications and events
- NACD Chicago ChaptersupportingFinancial Profiles serves as the public relations agency for the NACD Chicago Chapter, supporting governance communications and events
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Financial Profiles competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Financial Profiles social profiles
Digital presenceFinancial Profiles financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Profiles leadership team
Management profileNumber of profiles
Profiles8 records
Financial Profiles funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Profiles M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financial Profiles
What does Financial Profiles do?
Financial Profiles is a national strategic communications firm that advises public companies, pre-IPO private companies, and asset management firms on investor relations, public relations, IPO and M&A transaction communications, corporate sustainability/ESG communications, crisis and reputation management, corporate and employee communications, brand strategy, and content/design/digital services. Engagements combine expert counsel, value-based positioning, messaging development, and access to investors, analysts, and the press to help clients build credibility, manage reputation, and support valuation.
Is Financial Profiles a public or private company?
Financial Profiles is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Financial Profiles founded?
Financial Profiles was founded in 2007. It employs 11 to 50 people.
Where is Financial Profiles based?
Financial Profiles is headquartered in Los Angeles, United States, in the North America region.
How does Financial Profiles make money?
Two revenue lines are on record. Strategic Communications & IR Consulting is the primary driver. The others are agency Services.
Does Financial Profiles have an API?
No public API is recorded for Financial Profiles.
What industry is Financial Profiles in?
Financial Profiles's product category is Strategic Communications & Investor Relations Consulting. Its primary akta.pro industry code is MPAAADAA, Corporate & Financial Communications PR, with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 5418 and its SIC code is 6282.