Coordinated Financial Services
Coordinated Financial Services is a privately held, Denver-based financial planning and investment management firm serving individuals, families, and business owners, coordinating advice across CPAs and attorneys to deliver comprehensive wealth management.
- Company typePrivate
- Founded2000
- HeadquartersDenver, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Coordinated Financial Services does
Coordinated Financial Services is a privately held financial services firm headquartered in Denver, Colorado, founded in 1983, that provides financial planning and investment management support to individuals, families, and business owners. The firm operates with a small team (1-10 employees per firmographics) and positions itself around holistic, coordinated financial planning rather than discrete transactional services. The firm's website coordinates with affiliated IMA Private Wealth content (imaprivatewealth.com), suggesting an operational relationship with IMA Financial Group, Inc., a privately held parent entity with a stated nationwide footprint, 3,000+ employees, 25+ years of wealth management experience, and a 100% employee-ownership structure.
The firm's service offering centers on six productized lines: Financial Planning, Investment Management, Insurance Management, Financial Service Coordination, Business Owner Services, and Medicare Advisory. A Client Portal provides 24/7 account access for existing clients. The stated differentiation is the coordination layer — integrating advice across CPAs, attorneys, and insurance providers — rather than proprietary technology or AI capabilities. No proprietary technology stack, AI/ML features, API, SDK, or AI-enabled tooling is disclosed in available source material; the technology surface is limited to the client portal and standard web content delivery.
Revenue generation follows a Registered Investment Advisor (RIA) model: recurring fees on assets under management and flat-rate advisory fees for comprehensive financial planning engagements, typically structured as multi-year contracts. Distribution is relationship-led through affiliated financial advisors who consult directly with clients, supplemented by an advisor recruitment program to grow the practice under the IMA brand, content marketing through a News & Resources blog and LinkedIn presence, and complimentary consultation to convert new clients. Customer segmentation is horizontal across three personas: individuals and families (primary), business owners (specialized), and Medicare-eligible individuals (secondary). Pricing is not publicly disclosed and operates on a quote-based consultation model.
Coordinated Financial Services firmographics
Firmographics- Name
- Coordinated Financial Services
- Legal name
- IMA Financial Group, Inc.
- Website
- https://cfscolorado.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Coordinated Financial Services is a privately held, Denver-based financial planning and investment management firm serving individuals, families, and business owners, coordinating advice across CPAs and attorneys to deliver comprehensive wealth management.
- Ownership category
- akta.pro rank
Coordinated Financial Services industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
Keywords
Where Coordinated Financial Services is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Markets served
Coordinated Financial Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management and Advisory Fees: Revenue is generated through wealth management services including financial planning, investment management, and insurance management. As a Registered Investment Advisor (RIA), the firm likely charges fees based on assets under management (AUM) or flat-rate advisory fees for comprehensive financial planning services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Comprehensive wealth management services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Coordinated Financial Services product offering
Product offeringCore offering
Coordinated Financial Services provides fee-based wealth management and financial planning to individuals, families, and business owners. Core deliverables include comprehensive financial planning, investment management, insurance (life, income, asset) management, tax and estate planning support, coordination with CPAs and attorneys, and specialized advisory for business owners and Medicare-eligible clients. Services are delivered through a nationwide network of financial advisors and supported by a 24/7 client portal.
Product overview
IMA Private Wealth is a comprehensive wealth management firm providing a unified platform of financial services. The core offering includes six interconnected service areas: Financial Planning, Investment Management, Insurance Management, Financial Service Coordination, Business Owner Services, and Medicare Advisory. These services are supported by a Client Portal platform that enables 24/7 access to financial information. The firm emphasizes coordination with other professionals (CPAs, attorneys) and provides comprehensive financial planning including tax and estate planning support.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning services that help individual and family clients reach their financial goals through personalized strategies and ongoing planning support.
- Investment Management Advanced investment management providing sophisticated portfolio management and asset allocation strategies for individual and family clients.
- Insurance Management Life, income, and asset protection delivered through comprehensive insurance management solutions for wealth preservation.
- Financial Service Coordination Coordinated financial support that aligns the firm's advice with clients' other professional advisors such as CPAs and attorneys.
- Business Owner Services Specialized wealth management for business owners covering tax and estate planning support, succession, exit, and corporate retirement needs.
- Medicare Advisory Expert advisory for Medicare-eligible individuals covering Medicare enrollment decisions, supplemental coverage selection, and healthcare-cost planning in retirement.
- Client Portal 24/7 online portal giving clients access to their financial information and account management capabilities, supporting ongoing engagement.
Companies that use Coordinated Financial Services
Customer profileSegments3 records
Ideal customer profiles3 records
Coordinated Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Coordinated Financial Services partnerships and signals
Strategic signalScale indicators4 records
Recent moves5 records
Expansion highlights5 records
Coordinated Financial Services competitors and assessment
Company assessmentBroad incumbents
- Commonwealth Financial Network: Large independent advisor network supporting RIAs and financial planners with back-office, technology, and compliance infrastructure — analogous to the IMA Private Wealth platform relationship CFS relies on, serving similar advisor and client profiles.
- Carson Group: National advisor-focused wealth management firm offering financial planning, investment, and business coaching to advisors and their clients — directly comparable RIA platform model with a strong advisor recruitment and ownership culture.
- Edelman Financial Engines: Large national RIA combining robo-advisor technology with human advisors to deliver financial planning and investment management — overlaps on planning + investment management but operates at vastly larger scale with a tech-enabled model CFS does not match.
- Mariner Wealth Advisors: National RIA platform providing comprehensive financial planning, investment management, tax, estate, and business-owner advisory services — overlapping service menu and client segments, with an active advisor-acquisition model similar to IMA's.
- Creative Planning: Large, multi-advisor RIA offering comprehensive financial planning, investment management, tax, and estate services to individuals and business owners nationwide — directly comparable offering set and target segments, but at materially greater scale.
- IMA Private Wealth: National wealth management brand under IMA Financial Group with 3,000+ employees, the same six core service lines (financial planning, investment management, insurance, coordination, business owner services, Medicare advisory), and the affiliated 100% employee-ownership model that CFS leverages — making it the closest structural and product peer and effectively the parent/affiliate platform.
- Northwestern Mutual Private Client Group: Large insurance-and-wealth firm offering financial planning, investment management, and insurance products to individuals and business owners — directly comparable multi-product wealth offering and similar Medicare-adjacent retirement focus, though at much greater scale and with captive products.
Others
- Focus Financial Partners: Aggregator of independent RIAs and wealth management firms, providing capital, infrastructure, and M&A support to small advisory firms — not a direct competitor but a relevant ecosystem participant and potential acquirer of small firms like CFS in the ongoing RIA consolidation wave.
Direct peers
- Buckingham Strategic Wealth: Fee-only RIA focused on comprehensive financial planning and evidence-based investment management for individuals and business owners — closely aligned service menu, fee-only structure, and target client base to a small planning-led RIA like CFS.
Emerging players
- Facet Wealth: Tech-enabled RIA delivering financial planning and investment management via a hybrid digital-plus-advisor model — overlaps with CFS on comprehensive financial planning but competes from a technology-first angle CFS does not currently match.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Coordinated Financial Services social profiles
Digital presenceCoordinated Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Coordinated Financial Services leadership team
Management profileNumber of profiles
Profiles1 record
Coordinated Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Coordinated Financial Services 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 Coordinated Financial Services
What does Coordinated Financial Services do?
Coordinated Financial Services provides fee-based wealth management and financial planning to individuals, families, and business owners. Core deliverables include comprehensive financial planning, investment management, insurance (life, income, asset) management, tax and estate planning support, coordination with CPAs and attorneys, and specialized advisory for business owners and Medicare-eligible clients. Services are delivered through a nationwide network of financial advisors and supported by a 24/7 client portal.
Is Coordinated Financial Services a public or private company?
Coordinated Financial Services is a private company. It is classified as management employee owned and is currently operating.
When was Coordinated Financial Services founded?
Coordinated Financial Services was founded in 2000. It employs 1 to 10 people.
Where is Coordinated Financial Services based?
Coordinated Financial Services is headquartered in Denver, United States, in the North America region.
How does Coordinated Financial Services make money?
One revenue line is on record: wealth Management and Advisory Fees.
Who are Coordinated Financial Services's main competitors?
Broad incumbents on record are Commonwealth Financial Network, Carson Group, Edelman Financial Engines, Mariner Wealth Advisors, Creative Planning, IMA Private Wealth and Northwestern Mutual Private Client Group. Focus Financial Partners is listed as an others. Buckingham Strategic Wealth is listed as a direct peer. Facet Wealth is listed as an emerging player.
Does Coordinated Financial Services have an API?
No public API is recorded for Coordinated Financial Services.
What industry is Coordinated Financial Services in?
Coordinated Financial Services's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.