One Capital Financial Advisors

Financial Advisory Services1cfa.com

One Capital Financial Advisors is a privately held Chicago-based financial services firm founded in 2008, offering accounting, consulting, tax, and wealth management services via a 1-10 employee team. Its primary web domain is currently parked.

Company typePrivate
Founded2008
HeadquartersChicago, United States
Headcount1–10
GTM typeB2B and B2C
OfferingServices

One Capital Financial Advisors firmographics

Firmographics

Name: One Capital Financial Advisors
Website: https://1cfa.com
Company type: Private
Founded year: 2008
Headcount range: 1–10 employees
Short description: One Capital Financial Advisors is a privately held Chicago-based financial services firm founded in 2008, offering accounting, consulting, tax, and wealth management services via a 1-10 employee team. Its primary web domain is currently parked.
Ownership category
akta.pro rank

One Capital Financial Advisors industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Corporate Finance & Capital Advisory (BPAHADAB)
akta.pro secondary industry: Fee-Only Advisory (FSAEAAAL)

Keywords

Financial advisory services
Tax consulting
Wealth management
Accounting services
Business consulting

Where One Capital Financial Advisors is headquartered

Location

Headquarters

HQ city: Chicago
HQ country: United States
HQ region: North America

Markets served

One Capital Financial Advisors business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations

One Capital Financial Advisors product offering

Product offering

Core offering

One Capital Financial Advisors is a financial services firm that provides accounting, consulting, tax, and wealth management services to clients. The practice operates from Chicago and offers integrated financial advisory support spanning compliance-related accounting and tax work alongside personal wealth planning and broader business consulting engagements.

Differentiator

Problem solved

Functional benefit

Companies that use One Capital Financial Advisors

Customer profile

Ideal customer profiles1 record

One Capital Financial Advisors technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

One Capital Financial Advisors competitors and assessment

Company assessment

Direct peers

RSM US: Large U.S. accounting and business consulting firm that bundles tax, consulting, and wealth advisory services for middle-market clients — directly comparable to One Capital's stated multi-disciplinary offering, but at far greater scale.
BDO USA: Top-tier accounting, tax, and advisory firm serving mid-market businesses and HNW individuals with integrated wealth planning, mirroring the accounting + consulting + wealth management mix One Capital claims to offer.
Wipfli: Mid-market-focused accounting, tax, and consulting firm with a wealth management practice — a comparable full-service, relationship-driven model for the same target client segment.
Plante Moran: Major U.S. accounting and advisory firm with a wealth management arm (Plante Moran Wealth Management); directly analogous integrated tax/accounting/wealth practice serving business owners and HNW families.
Crowe: Accounting, consulting, and tax firm with wealth management capabilities for closely-held business owners and HNW households, a comparable full-stack professional services + wealth model.
H&R Block: Mass-market tax preparation and adjacent financial services firm; comparable to the tax component of One Capital's offering and a benchmark for what a tax-led advisory practice can scale into.

Broad incumbents

Edward Jones: Large national wealth advisory franchise with deep local-office presence; comparable on the wealth management side of One Capital's offering, though without the integrated tax/accounting component.
Raymond James: Diversified financial services firm with a strong wealth management and private client group, often serving HNW clients who also need tax and accounting support — a broader incumbent competing for the same integrated client relationship.
KPMG US: Big-Four professional services firm covering audit, tax, and advisory with a private enterprise / HNW wealth practice — a larger-scale comparable for the full-service professional services + wealth model.
Mariner Wealth Advisors: National RIA offering comprehensive wealth management, tax, estate, and consulting services to HNW clients — directly comparable integrated wealth-advisory model, but at institutional scale.

Market position

Customer concentration

One Capital Financial Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

One Capital Financial Advisors leadership team

Management profile

Number of profiles

One Capital Financial Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

One Capital Financial Advisors M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about One Capital Financial Advisors

What does One Capital Financial Advisors do?

When was One Capital Financial Advisors founded?

One Capital Financial Advisors was founded in 2008. It employs 1 to 10 people.

Where is One Capital Financial Advisors based?

One Capital Financial Advisors is headquartered in Chicago, United States, in the North America region.

Who are One Capital Financial Advisors's main competitors?

Direct peers on record are RSM US, BDO USA, Wipfli, Plante Moran, Crowe and H&R Block. Broad incumbents are Edward Jones, Raymond James, KPMG US and Mariner Wealth Advisors.

Does One Capital Financial Advisors have an API?

No public API is recorded for One Capital Financial Advisors.

What industry is One Capital Financial Advisors in?

One Capital Financial Advisors's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of FSAEAAAL, Fee-Only Advisory. Its NAICS code is 523940 and its SIC code is 6282.