De Groote Financial Group
De Groote Financial Group is a wealth management firm that consults in financial planning, CFP and advisory services to various clients.
- Company typePrivate
- Founded-
- HeadquartersThousand Oaks, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
De Groote Financial Group firmographics
Firmographics- Name
- De Groote Financial Group
- Legal name
- De Groote Financial Group LLC
- Website
- https://www.degrootefinancial.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- De Groote Financial Group is a wealth management firm that consults in financial planning, CFP and advisory services to various clients.
- Ownership category
- akta.pro rank
De Groote Financial Group 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 industry
- Retirement Income Planning & Decumulation Advisory (FSAEABAD)
Keywords
Where De Groote Financial Group is headquartered
LocationHeadquarters
- HQ city
- Thousand Oaks
- HQ country
- United States
- HQ region
- North America
Markets served
De Groote Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
De Groote Financial Group product offering
Product offeringCore offering
De Groote Financial Group is a wealth management firm that consults with clients on financial planning, provides Certified Financial Planner (CFP) services, and delivers advisory services to various clients. It is a small private practice (1-10 employees) based in Thousand Oaks, California.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Financial planning consulting services offered to various clients of the firm.
- CFP (Certified Financial Planner) Services Certified Financial Planner advisory services delivered to clients of the firm.
- Financial Advisory Services Wealth management advisory consulting services for various clients.
Companies that use De Groote Financial Group
Customer profileIdeal customer profiles1 record
De Groote Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
De Groote Financial Group partnerships and signals
Strategic signalExpansion highlights1 record
De Groote Financial Group competitors and assessment
Company assessmentBroad incumbents
- Fisher Investments: Large independent RIA serving individual and institutional clients with portfolio management and financial advisory services; comparable as a fee-based investment advisory firm, though materially larger and more institutional in focus than De Groote.
- Edelman Financial Engines: One of the largest independent RIAs in the US offering comprehensive financial planning and investment advisory to mass-affluent and high-net-worth households; directly comparable service model (CFP-led planning) but at vastly greater scale.
- Creative Planning: Large independent RIA offering comprehensive financial planning, investment management, and tax services to high-net-worth clients; comparable planning-led service model though far larger in scale.
- Schwab Wealth Advisory: Charles Schwab's advisory service connecting individual investors with CFP-led financial planning and portfolio management; comparable offering and increasingly competitive with small independent advisory firms on price and convenience.
- Edward Jones: Large financial services firm offering investment advisory and financial planning services through a national network of local advisors; competes with small local advisory firms for the same mass-affluent client base in suburban markets.
Direct peers
- Hightower Advisors: Wealth management platform that partners with small-to-mid-sized advisory teams providing financial planning, investment advisory, and back-office support; highly comparable as a roll-up destination for independent CFP-led firms like De Groote.
- Mariner Wealth Advisors: National wealth advisory firm providing comprehensive financial planning and investment management to high-net-worth individuals; comparable service offering and similarly positions itself as an alternative for independent advisors considering a partnership.
- Mercer Advisors: National RIA specializing in comprehensive financial planning, investment management, and tax services for high-net-worth households; directly comparable planning-centric model and frequently acquires smaller advisory firms.
- Carson Group: Wealth management firm and advisor platform providing financial planning, investment, and coaching services to financial advisors and their clients; comparable as both a competitor and a partner platform for independent CFP practices.
- Wealth Enhancement Group: Independent wealth management platform providing comprehensive financial planning and investment services; comparable business model and active acquirer of small-to-mid-sized advisory firms like De Groote.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights4 records
Customer concentration
De Groote Financial Group social profiles
Digital presenceDe Groote Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
De Groote Financial Group leadership team
Management profileNumber of profiles
De Groote Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
De Groote 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 De Groote Financial Group
What does De Groote Financial Group do?
De Groote Financial Group is a wealth management firm that consults with clients on financial planning, provides Certified Financial Planner (CFP) services, and delivers advisory services to various clients. It is a small private practice (1-10 employees) based in Thousand Oaks, California.
When was De Groote Financial Group founded?
De Groote Financial Group was founded in -1. It employs 1 to 10 people.
Where is De Groote Financial Group based?
De Groote Financial Group is headquartered in Thousand Oaks, United States, in the North America region.
Who are De Groote Financial Group's main competitors?
Broad incumbents on record are Fisher Investments, Edelman Financial Engines, Creative Planning, Schwab Wealth Advisory and Edward Jones. Direct peers are Hightower Advisors, Mariner Wealth Advisors, Mercer Advisors, Carson Group and Wealth Enhancement Group.
Does De Groote Financial Group have an API?
No public API is recorded for De Groote Financial Group.
What industry is De Groote Financial Group in?
De Groote Financial Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEABAD, Retirement Income Planning & Decumulation Advisory. Its NAICS code is 523940 and its SIC code is 6282.