Business Financial Group
Business Financial Group is a privately held, founder-led financial consulting firm based in San Antonio that provides investment management and business planning services to a small client base. Its current operating status is uncertain given a parked primary web domain.
- Company typePrivate
- Founded-
- HeadquartersSan Antonio, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Business Financial Group firmographics
Firmographics- Name
- Business Financial Group
- Website
- https://businessfinancialgroup.com
- Company type
- Private
- Headcount range
- 11–50 employees
- Short description
- Business Financial Group is a privately held, founder-led financial consulting firm based in San Antonio that provides investment management and business planning services to a small client base. Its current operating status is uncertain given a parked primary web domain.
- Ownership category
- akta.pro rank
Business Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Administrative Management and General Management Consulting Services (541611)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Business Owner & Executive Financial Planning (FSAEAAAO)
- akta.pro secondary industries
- Corporate Finance & Capital Advisory (BPAHADAB), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)
Keywords
Where Business Financial Group is headquartered
LocationHeadquarters
- HQ city
- San Antonio
- HQ country
- United States
- HQ region
- North America
Markets served
Business Financial Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Business Financial Group product offering
Product offeringCore offering
Business Financial Group is a financial consulting firm that provides investment management and business planning services to clients. Its work is advisory in nature, helping clients with investment decisions and the structuring of business plans, rather than selling a discrete software or packaged product.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Services Advisory service in which the firm provides investment management guidance to clients, grounded in the firm's positioning as a financial consulting practice serving business owners and operators.
- Business Planning Services Consulting service in which the firm assists clients with business planning, supporting owners and operators who need external help structuring plans for their businesses.
Companies that use Business Financial Group
Customer profileIdeal customer profiles1 record
Business Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Business Financial Group competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: U.S. RIA offering wealth advisory, investment management, and business-owner planning (including exit/succession), directly comparable to Business Financial Group's bundled investment-and-business-planning model.
- Edelman Financial Engines: Large U.S. financial advisory combining investment management with financial planning services for households and business owners; matches the dual-service boutique thesis.
- Cetera Financial Group: Independent broker-dealer/RIA platform whose affiliated advisors deliver investment management plus business-owner planning — the closest structural analog to a small hybrid advisory practice.
- Commonwealth Financial Network: Independent IBD/RIA supporting affiliated advisors who offer investment planning and business consulting services to business-owner clients; competes for the same prospect.
- Cambridge Investment Research: Independent broker-dealer platform for advisors providing investment, retirement, and business planning services to business owners and individuals.
- Avantax Wealth Management: Wealth management firm focused on tax-smart financial planning for financial professionals and business owners — directly comparable target segment and service mix.
- Creative Planning: Large U.S. RIA delivering investment management and comprehensive financial planning for business owners and high-net-worth households — directly relevant same-segment peer.
Broad incumbents
- LPL Financial: Largest U.S. independent broker-dealer/RIA platform; the incumbent that boutique advisory firms must either compete with or affiliate onto for custody, technology, and product access.
- Raymond James Financial Services: Diversified financial services firm providing investment management and financial planning through advisor channels; broad incumbent serving many of the same business-owner clients.
- Baird: Employee-owned wealth management and investment bank offering private wealth management and business-owner advisory services — broader incumbent with overlapping capabilities.
Market position
Customer concentration
Business Financial Group social profiles
Digital presenceBusiness Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Business Financial Group leadership team
Management profileNumber of profiles
Profiles1 record
Business Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Business Financial Group 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 Business Financial Group
What does Business Financial Group do?
Business Financial Group is a financial consulting firm that provides investment management and business planning services to clients. Its work is advisory in nature, helping clients with investment decisions and the structuring of business plans, rather than selling a discrete software or packaged product.
When was Business Financial Group founded?
Business Financial Group was founded in -1. It employs 11 to 50 people.
Where is Business Financial Group based?
Business Financial Group is headquartered in San Antonio, United States, in the North America region.
Who are Business Financial Group's main competitors?
Direct peers on record are Mariner Wealth Advisors, Edelman Financial Engines, Cetera Financial Group, Commonwealth Financial Network, Cambridge Investment Research, Avantax Wealth Management and Creative Planning. Broad incumbents are LPL Financial, Raymond James Financial Services and Baird.
Does Business Financial Group have an API?
No public API is recorded for Business Financial Group.
What industry is Business Financial Group in?
Business Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAO, Business Owner & Executive Financial Planning, with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.