Bolotin Financial Group
Bolotin Financial Group provides personalized wealth management and financial advisory services to healthcare professionals and families in the Northeast US. Since September 2024, the firm operates as part of Prosperity – An EisnerAmper Company, with securities offered through DAI Securities, LLC.
- Company typePrivate
- Founded-
- HeadquartersWakefield, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Bolotin Financial Group firmographics
Firmographics- Name
- Bolotin Financial Group
- Legal name
- Bolotin Financial Group
- Website
- https://bolotinfinancialgroup.com
- Company type
- Private
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Bolotin Financial Group provides personalized wealth management and financial advisory services to healthcare professionals and families in the Northeast US. Since September 2024, the firm operates as part of Prosperity – An EisnerAmper Company, with securities offered through DAI Securities, LLC.
- Ownership category
- akta.pro rank
Bolotin Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Bank-Affiliated Retail Wealth Management (FSAAAAAB)
- akta.pro secondary industry
- Affluent / Mass-Affluent Private Banking (FSABADAC)
Keywords
Where Bolotin Financial Group is headquartered
LocationHeadquarters
- HQ city
- Wakefield
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bolotin Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Advisory Services: Financial advisory services offered through Prosperity – An EisnerAmper Company, providing wealth management, financial planning, and investment advisory services to clients.
- Securities Transactions: Securities are offered through DAI Securities, LLC, a FINRA/SIPC member firm, generating revenue through transaction-based fees on securities trades.
Go-to-market motion1 record
Distribution channels1 record
Bolotin Financial Group product offering
Product offeringCore offering
Bolotin Financial Group provides personalized wealth management, financial planning, and investment advisory services, with a stated focus on healthcare professionals and families. Securities products are offered through an affiliated broker-dealer (DAI Securities, LLC), while advisory services are delivered through Prosperity – An EisnerAmper Company following the September 2024 combination.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advisory Services Comprehensive wealth management, financial planning, and investment advisory services delivered through Prosperity – An EisnerAmper Company, focused on individual clients including healthcare professionals and families.
- Securities Transactions Brokerage services providing clients access to securities products, offered through DAI Securities, LLC, a FINRA/SIPC member firm.
Companies that use Bolotin Financial Group
Customer profileIdeal customer profiles1 record
Bolotin Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Bolotin Financial Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Prosperity – An EisnerAmper CompanycoreBolotin Financial Group (BFG) has combined with Prosperity – An EisnerAmper Company. This combination integrates BFG into EisnerAmper's global business advisory network, providing clients with expanded financial services capabilities including wealth management, tax planning, and investment advisory services.
- EisnerAmpercoreGlobal business advisory firm that acquired Bolotin Financial Group through its Prosperity division. Provides institutional backing and expanded service capabilities to the combined entity.
- DAI Securities, LLCcoreSecurities offered through DAI Securities, LLC, a FINRA/SIPC member firm. This partnership enables the distribution of securities products to clients under regulatory compliance.
Bolotin Financial Group competitors and assessment
Company assessmentDirect peers
- Prosperity – An EisnerAmper Company: The parent platform into which Bolotin Financial Group was combined. Offers the same wealth management, financial planning, and investment advisory services that BFG now operates under.
- Creative Planning: Large independent RIA offering comprehensive financial planning, wealth management, and investment advisory to individuals and families — directly comparable business model and target clients.
- Mariner Wealth Advisors: National RIA providing wealth advisory, financial planning, and investment management to HNW individuals and families — directly comparable offering, just at materially larger scale.
- Hightower Advisors: Advisor-owned RIA platform serving HNW individuals and families with wealth management, financial planning, and investment advisory services — comparable business model and client mix.
- Carson Group: Wealth management firm offering financial advice, investment management, and planning to households and small businesses — directly comparable advisory-centric model.
Broad incumbents
- EisnerAmper: Global business advisory firm that acquired BFG via its Prosperity division. Provides tax, advisory, and consulting capabilities that encompass BFG's wealth management offering as part of a much broader portfolio.
- Focus Financial Partners: Partnership platform for independent RIAs and wealth management firms — comparable in the sense that it acquires and supports advisory firms of similar size to BFG, providing a relevant M&A benchmark.
- Edelman Financial Engines: Large national RIA delivering financial planning, investment management, and wealth advisory to a broad mass-affluent and HNW client base — comparable offering at much larger scale.
- Fisher Investments: Large investment advisory firm primarily serving HNW individuals and families — comparable client segment, though much more institutionally scaled and product-driven than BFG.
Others
- DAI Securities, LLC: FINRA/SIPC broker-dealer through which Bolotin offers securities. Not a competitor, but a directly relevant channel partner and infrastructure provider for the firm.
Market position
Customer concentration
Bolotin Financial Group compliance and trust
Trust signalCompliance2 records
Bolotin Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bolotin Financial Group leadership team
Management profileNumber of profiles
Bolotin Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bolotin 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 Bolotin Financial Group
What does Bolotin Financial Group do?
Bolotin Financial Group provides personalized wealth management, financial planning, and investment advisory services, with a stated focus on healthcare professionals and families. Securities products are offered through an affiliated broker-dealer (DAI Securities, LLC), while advisory services are delivered through Prosperity – An EisnerAmper Company following the September 2024 combination.
Is Bolotin Financial Group a public or private company?
Bolotin Financial Group is a private company. It is classified as corporate owned and is currently acquired.
When was Bolotin Financial Group founded?
Bolotin Financial Group was founded in -1. It employs 11 to 50 people.
Where is Bolotin Financial Group based?
Bolotin Financial Group is headquartered in Wakefield, United States, in the North America region.
How does Bolotin Financial Group make money?
Two revenue lines are on record. Advisory Services are the primary driver. The others are securities Transactions.
Who are Bolotin Financial Group's main competitors?
Direct peers on record are Prosperity – An EisnerAmper Company, Creative Planning, Mariner Wealth Advisors, Hightower Advisors and Carson Group. Broad incumbents are EisnerAmper, Focus Financial Partners, Edelman Financial Engines and Fisher Investments. DAI Securities, LLC is listed as an others.
Does Bolotin Financial Group have an API?
No public API is recorded for Bolotin Financial Group.
What industry is Bolotin Financial Group in?
Bolotin Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAB, Bank-Affiliated Retail Wealth Management, with a secondary code of FSABADAC, Affluent / Mass-Affluent Private Banking. Its NAICS code is 523940 and its SIC code is 6282.