1847Financial

What 1847Financial does

1847Financial is a privately held U.S. financial planning firm founded in 2011 and headquartered in Conshohocken, Pennsylvania. Per the limited firmographic data available, the company employs between 101 and 250 people and operates as a for-profit entity, which places it well above the size of a solo-adviser practice and into the small-to-mid-sized Registered Investment Adviser / financial planning franchise tier. The firm's stated category is financial planning, implying it serves individual households, families, and potentially small-business owners with services such as wealth management, retirement planning, estate planning, tax planning, and/or investment advisory — typical of a planning-led advisory practice. However, the firm's own website (1847financial.com) was inaccessible during data collection (a security verification/loader page was returned), and no product, pricing, customer-segment, distribution, partner, marketing, headcount, technology, awards, or leadership information was successfully extracted. As a result, the company's specific service mix, fee structure, client-acquisition channels, AUM scale, regulatory registrations beyond baseline, ownership structure, and any recent strategic actions cannot be verified from the available input.

The business model cannot be characterized with specificity from the input. Within the U.S. financial planning category, comparable firms typically monetize via a percentage-of-AUM advisory fee (commonly 0.50%–1.25% on managed assets), flat annual planning retainers, hourly planning fees, or commission-based product distribution — but no fee schedule, pricing model, or revenue mechanics were disclosed for 1847Financial. There is no evidence of proprietary technology, proprietary product offerings, vertical SaaS components, or any technology stack that would suggest a non-traditional, tech-enabled business model; it appears, from the absence of such signals, to be a conventional advisory-services firm. No investor, ownership, funding-round, or capital-structure data is available, so any characterization of the equity base, backers, or recent capital actions would be unsupported. Overall, the data supports a description of 1847Financial as a Pennsylvania-based, decade-old, mid-sized private financial planning firm with a conventional advisory-services profile — but readers should treat the foregoing as a baseline firmographic snapshot rather than a fully validated competitive profile, given the gaps noted above.

Name

1847Financial

Website

https://1847financial.com

Company type

Private

Founded year

2011

Headcount range

101–250 employees

Short description

1847Financial is a privately held U.S. financial planning firm founded in 2011 and headquartered in Conshohocken, Pennsylvania, employing 101 to 250 people. It serves individual and family clients with conventional financial planning and advisory services.

Ownership category

akta.pro rank

Product category

Financial Planning Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Financial planning services
• Wealth advisory
• Retirement planning
• Personal finance advisory
• Investment planning

Headquarters

HQ city

Conshohocken

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

1847Financial is a financial planning firm offering advisory services to clients in Pennsylvania. Based on its firmographic profile — a for-profit, privately held company founded in 2011 with 101–250 employees — the firm's core activity is the provision of professional financial planning and advisory services to individual clients, though no specific service catalog, fee structure, or product details are disclosed in the available source data.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services Professional financial planning and advisory services for individual clients in Pennsylvania, as identified by the firm's self-classification as a financial planning firm. No further product-level detail (e.g., retirement planning, tax planning, estate planning, investment advisory) is disclosed in the source data.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Broad incumbents

• Cetera Financial Group: Independent wealth management platform serving financial advisors with planning, investment, and brokerage capabilities. Comparable in advisor-centric model and comprehensive financial planning focus, at much larger scale.
• Edelman Financial Engines: Large independent RIA combining robo and human-advisor financial planning. Comparable comprehensive planning model targeting mass-affluent and HNW households, with substantially greater scale.
• Northwestern Mutual: Major US financial services firm combining financial planning, investment, and insurance. Comparable in comprehensive financial planning focus and advisor-led delivery, with a more insurance-heavy mix.
• Ameriprise Financial: Diversified financial services firm with a large advisor channel delivering financial planning and investment advice. Comparable in core planning/advisory offering, with broader product breadth and brand recognition.
• Mariner Wealth Advisors: National wealth management firm providing financial planning, investment advisory, and tax services. Comparable in offering breadth and client segment focus, with a similar rollup-driven growth playbook that 1847Financial could pursue.
• Commonwealth Financial Network: Large independent broker-dealer/RIA supporting thousands of financial advisors with planning tools and back-office infrastructure. Comparable in serving independent planners, though structured as a B2B platform for affiliated advisors.
• Cambridge Investment Research: Independent broker-dealer supporting a national network of financial advisors with planning resources. Comparable in supporting independent financial planners, with a similar advisor-support business model.
• Creative Planning: Large national RIA offering comprehensive financial planning to individuals and institutions. Highly comparable service mix (financial planning, investment management, tax) and a similar target client base, but at materially greater scale and geographic reach.

Emerging players

• Facet Wealth: Tech-enabled financial planning firm offering flat-fee CFP advice to mass-affluent clients. Comparable in planning-centric, advisor-supported model, with a more digital-native delivery approach.
• Monarch Money: Digital financial planning and wealth management platform targeting self-directed and advisor-served households. Comparable in financial planning focus, though operating primarily as a fintech consumer platform rather than a human-advisor firm.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat3 records

Key risks4 records

Key highlights3 records

Customer concentration

• Xx.com/1847financial
• Facebookfacebook.com/1847financial
• LinkedInlinkedin.com/company/1847financial

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 1847Financial