ACP Group
ACP Group is a privately-held, Miami-based boutique financial services firm founded in 2006, offering wealth management, sales and trading, investment banking, and alternative investments to clients seeking multi-asset advisory and capital markets services.
- Company typePrivate
- Founded2006
- HeadquartersMiami, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What ACP Group does
ACP Group is a privately-held financial services firm headquartered in Miami, Florida, founded in 2006. According to the firmographic record, the company operates across four service lines: wealth management, sales and trading, investment banking, and alternative investments, positioning it as a boutique multi-asset advisory and capital markets platform rather than a single-product provider. The firm is led by Esteban Endere, who serves as Founder & Managing Partner, and employs between 51 and 100 people based on disclosed headcount banding. No parent company, public ticker, external funding rounds, subsidiaries, or named customers were disclosed in the input data, and the corporate website (acp-group.com) returned only a verification/loading page during data collection, leaving product specifics, fee structures, AUM, and client segmentation undocumented.
The implied business model combines fee-based wealth management, transactional sales and trading commissions, investment banking advisory fees, and alternative-investment management or placement revenue — a diversified mix common to mid-sized independent broker-dealer/IB hybrids. Go-to-market, distribution channels, and pricing were not disclosed, so revenue mechanics cannot be triangulated beyond the service-line taxonomy. No regulatory actions, M&A, partnerships, awards, certifications, or product launches appear in the source data, which is a meaningful information gap for an 18-year-old multi-line financial firm and constrains the depth of any investment thesis.
The available evidence supports characterizing ACP Group as a founder-led, multi-service private financial firm of modest scale with stable but undocumented client and revenue profiles. Investors evaluating the company should weight the absence of disclosed financials, customer references, and recent strategic activity heavily, and treat any inferred scale, moat, or growth conclusions as low-confidence.
ACP Group firmographics
Firmographics- Name
- ACP Group
- Website
- https://acp-group.com
- Company type
- Private
- Founded year
- 2006
- Headcount range
- 51–100 employees
- Short description
- ACP Group is a privately-held, Miami-based boutique financial services firm founded in 2006, offering wealth management, sales and trading, investment banking, and alternative investments to clients seeking multi-asset advisory and capital markets services.
- Ownership category
- akta.pro rank
ACP Group industry classification
Industry- Product category
- Investment Banking and Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
- akta.pro primary industry
- Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
Keywords
Where ACP Group is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Markets served
ACP Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
ACP Group product offering
Product offeringCore offering
ACP Group is a Miami-based financial services firm that provides wealth management, sales and trading, investment banking, and alternative investments services to clients. The firm operates as a multi-line financial intermediary offering advisory, capital-markets, and asset-management-oriented capabilities under a single platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
Companies that use ACP Group
Customer profileIdeal customer profiles1 record
ACP Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
ACP Group partnerships and signals
Strategic signalRecent moves2 records
Expansion highlights1 record
ACP Group competitors and assessment
Company assessmentDirect peers
- Spartan Capital Securities: Full-service boutique broker-dealer with investment banking, equity research, sales & trading, and wealth management — comparable multi-line structure and target client base.
- Oppenheimer & Co. Mid-sized U.S. broker-dealer offering private wealth management, sales & trading, and investment banking — a closely comparable multi-line platform serving similar HNW and institutional client segments.
- B. Riley Financial: Diversified financial services firm with wealth management, investment banking, sales & trading, and alternative investment capabilities — direct comparability to ACP Group's multi-line model.
- Maxim Group: Full-service boutique broker-dealer providing investment banking, sales & trading, and wealth management to institutional and HNW clients — closely aligned with ACP's service mix.
- EF Hutton: Diversified financial services firm offering investment banking, sales & trading, and wealth management — a directly comparable boutique-style multi-line platform.
- National Securities Corporation: Boutique broker-dealer offering investment banking, institutional sales & trading, and wealth management — comparable scale, multi-line model, and HNW/institutional client focus.
- Ladenburg Thalmann (now Osaic / Advisor Group): Boutique-to-mid-size financial services firm historically offering wealth management, capital markets, and investment banking — comparable multi-line structure and HNW client focus.
- Aegis Capital Corp. Boutique investment bank and broker-dealer offering investment banking, institutional sales & trading, and wealth management — comparable scale and service breadth to ACP Group.
Broad incumbents
- Loop Capital Markets: Established boutique investment bank and broker-dealer with full-service investment banking, sales & trading, and wealth management — comparable offering at a slightly larger scale.
- Cowen (now TD Securities): Diversified mid-size financial services firm with investment banking, sales & trading, and wealth management — comparable multi-line platform though at materially larger scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
ACP Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
ACP Group leadership team
Management profileNumber of profiles
Profiles1 record
ACP Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ACP 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 ACP Group
What does ACP Group do?
ACP Group is a Miami-based financial services firm that provides wealth management, sales and trading, investment banking, and alternative investments services to clients. The firm operates as a multi-line financial intermediary offering advisory, capital-markets, and asset-management-oriented capabilities under a single platform.
When was ACP Group founded?
ACP Group was founded in 2006. It employs 51 to 100 people.
Where is ACP Group based?
ACP Group is headquartered in Miami, United States, in the North America region.
Who are ACP Group's main competitors?
Direct peers on record are Spartan Capital Securities, Oppenheimer & Co., B. Riley Financial, Maxim Group, EF Hutton, National Securities Corporation, Ladenburg Thalmann (now Osaic / Advisor Group) and Aegis Capital Corp.. Broad incumbents are Loop Capital Markets and Cowen (now TD Securities).
Does ACP Group have an API?
No public API is recorded for ACP Group.
What industry is ACP Group in?
ACP Group's product category is Investment Banking and Wealth Management. Its primary akta.pro industry code is BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory). Its NAICS code is 523940 and its SIC code is 6211.