The Sharp Financial Group
The Sharp Financial Group is a privately held, integrated financial services firm founded in 1993, delivering accounting, tax, wealth management, investment banking, and family office services to business owners, families, and family offices across the Mid-Atlantic and Southeast.
- Company typePrivate
- Founded1993
- HeadquartersHorsham, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What The Sharp Financial Group does
The Sharp Financial Group is a privately held, integrated financial services firm founded in 1993 by Michael H. Sharp, CPA, and headquartered in Horsham, Pennsylvania. The firm operates through a unified platform spanning five core service lines: business strategy advisory, accounting and tax, wealth management, investment banking (via Sharp Capital Advisors), and family office services. It delivers these services through approximately 35 professionals across seven offices in Pennsylvania, New York, New Jersey, and Florida, serving more than 500 businesses, families, and ultra-high-net-worth households with $400M+ in assets under management and $2B+ in advised net worth. Sharp Wealth Advisory, LLC is the firm's SEC-registered investment advisor subsidiary, and securities are offered through an affiliated FINRA/SIPC member (J. Alden Associates). Sharp Capital Advisors provides middle-market M&A and capital advisory, while Sharp Ventures holds equity in portfolio companies, producing realized exits such as the 2025 sale of Occam Health Services to Gifthealth and the 2022 sale of Marketshare Movers to United BioSource LLC. The firm is founder-controlled, with Vincent Rogusky as President and CEO, Isaac Lepro as COO (since October 2023), and Stephan Colglazier as CIO.
The go-to-market is relationship-led, targeting business owners, individuals and families, family offices, and financial advisor referral partners through content marketing, events, PR, and direct advisory consultations. Revenue mechanics blend recurring wealth management and tax advisory fees with episodic investment banking transaction fees and proprietary investment returns from Sharp Ventures. The firm's stated differentiator is its "integrated financial management" model, in which business strategy, accounting, tax, wealth, banking, and family office practitioners collaborate under a single accountable relationship team, in contrast to the siloed delivery typical of standalone CPA, RIA, and investment banking firms.
The Sharp Financial Group firmographics
Firmographics- Name
- The Sharp Financial Group
- Legal name
- Sharp Wealth Advisory, LLC
- Website
- https://sharpllc.com
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- The Sharp Financial Group is a privately held, integrated financial services firm founded in 1993, delivering accounting, tax, wealth management, investment banking, and family office services to business owners, families, and family offices across the Mid-Atlantic and Southeast.
- Ownership category
- akta.pro rank
The Sharp Financial Group industry classification
Industry- Product category
- Integrated Financial Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Corporate & Institutional Trust Services (FSAAANAB), Directed Trust & Trust Advisory Services (FSAAANAK)
Keywords
Where The Sharp Financial Group is headquartered
LocationHeadquarters
- HQ city
- Horsham
- HQ country
- United States
- HQ region
- North America
Offices7 records
Markets served
The Sharp Financial Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others
Revenue model
- Wealth Management: Dynamic and strategic wealth management approach incorporating investment management, retirement planning, cash flow and debt management, family risk management, education planning, legacy and philanthropic planning, and business planning. Offers personalized asset allocation with access to alternative and direct investment vehicles.
- Investment Advisory: Investment advisory services provided through Sharp Wealth Advisory, LLC, a registered investment advisor (RIA). Services offered nationally with appropriate state registrations.
- Investment Banking / M&A Advisory: Middle-market investment banking services including capital structure optimization, M&A advisory (buy-side and sell-side), and transaction management through Sharp Capital Advisors.
- Accounting & Tax Services: Comprehensive accounting services including financial reporting, bookkeeping, reviews and compilations, outsourced CFO services, and tax compliance and planning. Year-round tax management and strategic tax planning services.
- Family Office Services: Sophisticated family office advisory services including budgeting, investment analysis, tax planning, planned giving, estate planning, concierge services, vendor management, property management, and travel coordination.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
The Sharp Financial Group product offering
Product offeringCore offering
The Sharp Financial Group is a full-service integrated financial management firm that delivers five interconnected service lines to privately held business owners, individuals and families, and family offices: Business Strategy advisory, Accounting & Tax services, Wealth Management (through its RIA Sharp Wealth Advisory, LLC), Investment Banking/M&A advisory (through Sharp Capital Advisors), and Family Office services. The firm coordinates these service lines holistically through a 35-person cross-functional team to provide unified financial planning, transaction execution, and wealth stewardship.
Product overview
Sharp Financial is an integrated financial management firm offering a unified suite of services for business owners and families. The core offering consists of five integrated service lines: Business Strategy, Accounting & Tax, Wealth Management, Investment Banking, and Family Office. The firm operates through two specialized units: Sharp Capital Advisors (investment banking/M&A advisory) and Sharp Ventures (private equity). Sharp Wealth Advisory, LLC serves as the registered investment advisor subsidiary. All services are coordinated holistically to serve privately held business owners, families, and individuals throughout the mid-Atlantic region and beyond.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Strategy Strategic advisory services for business owners and entrepreneurs, focused on growth planning, corporate objectives, and transaction readiness.
- Accounting & Tax Comprehensive accounting, tax compliance, and year-round tax planning services for businesses and individuals, including financial reporting, reviews, compilations, and outsourced CFO functions.
- Wealth Management Investment management and wealth planning services including retirement planning, cash flow management, family risk management, education planning, and legacy and philanthropic planning. Delivered through Sharp Wealth Advisory, LLC, a Registered Investment Advisor.
- Investment Banking Middle-market investment banking services including capital structure optimization, M&A advisory (buy-side and sell-side), financing solutions, and deal process management, delivered through the firm's investment banking unit Sharp Capital Advisors.
- Family Office Comprehensive family office advisory services including budgeting, investment analysis, tax planning, planned giving, estate planning, concierge services, vendor management, property management, and travel coordination for ultra-high-net-worth families.
- Sharp Capital Advisors The investment banking unit of Sharp Financial specializing in M&A advisory, capital sourcing, and transaction management for middle-market companies.
- Sharp Ventures The private equity unit of Sharp Financial that invests in portfolio companies and partners with investment banking clients.
- Sharp Wealth Advisory, LLC Registered Investment Advisor (RIA) subsidiary providing investment advisory services, licensed in the Commonwealth of Pennsylvania and registered nationally.
Quantifiable outcome
- 500+ businesses and families served
- +2 more outcomes
Companies that use The Sharp Financial Group
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles4 records
The Sharp Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Sharp Financial Group partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- GifthealthcoreSharp Capital Advisors, the investment bank of Sharp Financial, served as advisor to Occam Health Services in its sale to Gifthealth. The combination creates a first-of-its-kind digital pharmacy platform serving biopharma organizations and patients.
- United BioSource LLC (UBC)coreSharp Capital Advisors served as exclusive financial advisor to Marketshare Movers in its sale to UBC, a biopharmaceutical market leader and portfolio company of Avista Capital Partners.
- Money Marketeers of NYUminorSharp Financial's Chief Investment Officer Alain Van Loo served as President of the 2019-2020 term for Money Marketeers of NYU, a 501(c)(3) charity forum for dialogue with U.S. policymakers and Federal Reserve officials.
- Good GriefminorSharp Financial's Chief Investment Officer Alain Van Loo joined the board of directors of Good Grief, a 501(c)(3) nonprofit that is New Jersey's premier resource for grieving children and their families.
Scale indicators6 records
Recent moves7 records
Expansion highlights5 records
The Sharp Financial Group competitors and assessment
Company assessmentDirect peers
- Glenmede: Privately held, multi-family-office focused RIA with integrated investment management, trust, and wealth advisory for UHNW families. Closest structural analog to Sharp's integrated wealth/family office/strategy stack and founder-controlled ownership model.
- Bessemer Trust: Privately held UHNW wealth and investment management firm with deep family-office capabilities and multi-generational focus. Comparable in targeting owner-operators and families seeking integrated advisory beyond traditional brokerage.
- Cresset: Multi-family office and private investment firm serving UHNW families and business owners with integrated wealth, tax, and family office services. Direct competitor for integrated, founder-controlled advisory mandates.
- Mariner Wealth Advisors: National RIA offering wealth advisory, tax, estate, investment banking, and family office services under one platform. Highly comparable integrated model, although at meaningfully larger AUM scale.
- Aspiriant: Employee-owned RIA serving high-net-worth families with integrated wealth management, tax, and estate planning. Direct comparable on integrated, fee-only RIA model and ownership culture.
- Robertson Stephens: Wealth management and investment banking firm serving high-net-worth individuals and middle-market companies. Direct comparable given Sharp Capital Advisors' dual wealth + M&A advisory positioning.
- Corient: Fast-growing, integrated wealth management firm built via roll-up of RIAs and accounting-advisory practices serving UHNW clients. Highly comparable integrated service stack and aggressive consolidation strategy.
- Steward Partners: Wealth management and investment banking firm serving individuals, families, and middle-market companies through an integrated platform. Closely comparable in combining wealth advisory with M&A and lending for the business-owner segment.
Broad incumbents
- Brown Brothers Harriman: Long-standing private partnership providing private banking, investment management, and trust services to UHNW families. Comparable target client and integrated trust/wealth stack but at much greater scale and broader geographic footprint.
- BNY Mellon Wealth Management: Large, incumbent wealth manager offering investment management, banking, and family office services nationally. Represents the scaled, broad-portfolio incumbent against which Sharp competes for UHNW relationships.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
The Sharp Financial Group social profiles
Digital presenceThe Sharp Financial Group compliance and trust
Trust signalCompliance3 records
The Sharp Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Sharp Financial Group leadership team
Management profileNumber of profiles
Profiles12 records
The Sharp Financial Group subsidiaries and ownership
Company hierarchySubsidiaries2 records
The Sharp Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Sharp 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 The Sharp Financial Group
What does The Sharp Financial Group do?
The Sharp Financial Group is a full-service integrated financial management firm that delivers five interconnected service lines to privately held business owners, individuals and families, and family offices: Business Strategy advisory, Accounting & Tax services, Wealth Management (through its RIA Sharp Wealth Advisory, LLC), Investment Banking/M&A advisory (through Sharp Capital Advisors), and Family Office services. The firm coordinates these service lines holistically through a 35-person cross-functional team to provide unified financial planning, transaction execution, and wealth stewardship.
Is The Sharp Financial Group a public or private company?
The Sharp Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Sharp Financial Group founded?
The Sharp Financial Group was founded in 1993. It employs 51 to 100 people.
Where is The Sharp Financial Group based?
The Sharp Financial Group is headquartered in Horsham, United States, in the North America region.
How does The Sharp Financial Group make money?
Five revenue lines are on record. Wealth Management is the primary driver. The others are investment Advisory, investment Banking / M&A Advisory, accounting & Tax Services and family Office Services.
Who are The Sharp Financial Group's main competitors?
Direct peers on record are Glenmede, Bessemer Trust, Cresset, Mariner Wealth Advisors, Aspiriant, Robertson Stephens, Corient and Steward Partners. Broad incumbents are Brown Brothers Harriman and BNY Mellon Wealth Management.
Does The Sharp Financial Group have an API?
No public API is recorded for The Sharp Financial Group.
What industry is The Sharp Financial Group in?
The Sharp Financial Group's product category is Integrated Financial Management Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.