Freemark Financial
- Company typePrivate
- Founded-
- HeadquartersBeverly Hills, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
Freemark Financial firmographics
Firmographics- Name
- Freemark Financial
- Legal name
- Freemark Financial, LLP
- Website
- https://freemarkfinancial.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Freemark Financial industry classification
Industry- Product category
- Wealth and Business Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (DPM) (FSAAABAC)
- akta.pro secondary industries
- Tax-Aware Investment Planning (FSAEAAAE), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Freemark Financial is headquartered
LocationHeadquarters
- HQ city
- Beverly Hills
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Freemark Financial business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Freemark Financial product offering
Product offeringCore offering
Freemark Financial, LLP provides wealth management services (financial planning, investment management, and tax advisory) for high-net-worth individuals, and business management services (accounting, payroll, and financial reporting) for entertainment industry companies. The firm operates as a partner-led practice serving the Television, Film, Music, Production, and Publishing sectors from Beverly Hills, California.
Product overview
Freemark Financial, LLP is a unified wealth and business management firm offering two integrated service lines: Wealth Management Services for high-net-worth individuals and Business Management Services for entertainment industry companies. The firm serves clients in Television, Film, Music, Production, and Publishing sectors from its Beverly Hills, California headquarters.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services Comprehensive wealth management services for high-net-worth individuals in the entertainment industry, covering financial planning, investment management, and tax advisory.
- Business Management Services Business management services for companies in the Television, Film, Music, Production, and Publishing industries, including accounting, payroll, and financial reporting.
Companies that use Freemark Financial
Customer profileSegments2 records
Ideal customer profiles2 records
Freemark Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Freemark Financial partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights3 records
Freemark Financial competitors and assessment
Company assessmentDirect peers
- Citrin Cooperman: Business management and advisory firm with a notable entertainment industry practice serving HNW talent and producers. Direct overlap with Freemark's business management offering.
- Miller Kaplan Arase LLP: Full-service accounting and business management firm with a deep entertainment practice. Comparable vertical focus on entertainment professionals and high-net-worth clients.
- NKSFB (Nigro Karlin Segal Feldstein & Balban): Largest dedicated business management firm in entertainment, serving talent and producers across TV, film, and music. Direct competitor to Freemark's integrated business and wealth management offering.
- Lourd Murray Wealth Management: Boutique wealth management firm specializing in entertainment industry clients. Direct competitor for HNW talent investment management and financial advisory services.
- Gelfand, Rennert & Feldman: Long-established entertainment business management and accounting firm serving performers, producers, and creative professionals. Closely comparable in client base and service mix to Freemark.
Broad incumbents
- GenSpring Family Offices: Multi-family office serving wealthy families including those in entertainment. Comparable HNW wealth management offering but with broader geographic and industry coverage.
- Bessemer Trust: Large, established UHNW wealth and investment management firm. Overlaps with Freemark in serving HNW families but operates broadly across industries rather than specializing in entertainment.
- FTI Consulting (entertainment segment): Global advisory firm with a significant entertainment business management practice (acquired Gelfand, Rennert & Feldman). Comparable client base with broader corporate platform.
- Morgan Stanley Private Wealth Management: National wealth manager serving HNW and UHNW clients including entertainment professionals. Larger incumbent with broader product shelf but less specialized in entertainment verticals.
Regional players
- Abelow Financial & Insurance Services: California-based wealth and insurance advisory firm serving entertainment and HNW clients in the LA market. Comparable regional footprint and entertainment vertical focus.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Freemark Financial social profiles
Digital presenceFreemark Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Freemark Financial leadership team
Management profileNumber of profiles
Profiles1 record
Freemark Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Freemark Financial 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 Freemark Financial
What does Freemark Financial do?
Freemark Financial, LLP provides wealth management services (financial planning, investment management, and tax advisory) for high-net-worth individuals, and business management services (accounting, payroll, and financial reporting) for entertainment industry companies. The firm operates as a partner-led practice serving the Television, Film, Music, Production, and Publishing sectors from Beverly Hills, California.
Is Freemark Financial a public or private company?
Freemark Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Freemark Financial founded?
Freemark Financial was founded in -1. It employs 51 to 100 people.
Where is Freemark Financial based?
Freemark Financial is headquartered in Beverly Hills, United States, in the North America region.
Who are Freemark Financial's main competitors?
Direct peers on record are Citrin Cooperman, Miller Kaplan Arase LLP, NKSFB (Nigro Karlin Segal Feldstein & Balban), Lourd Murray Wealth Management and Gelfand, Rennert & Feldman. Broad incumbents are GenSpring Family Offices, Bessemer Trust, FTI Consulting (entertainment segment) and Morgan Stanley Private Wealth Management. Abelow Financial & Insurance Services is listed as a regional player.
Does Freemark Financial have an API?
No public API is recorded for Freemark Financial.
What industry is Freemark Financial in?
Freemark Financial's product category is Wealth and Business Management. Its primary akta.pro industry code is FSAAABAC, Discretionary Portfolio Management (DPM), with a secondary code of FSAEAAAE, Tax-Aware Investment Planning. Its NAICS code is 523940 and its SIC code is 6282.