Investigroup

What Investigroup does

Investigroup LLC is a privately-held, full-service business development and financial consulting firm founded in 2006 and headquartered in Hillside, New Jersey, with additional offices in Flushing, New York, China, Ghana, and Oman. The company targets small and medium-sized privately-held companies in North America with revenue streams up to $10 million, serving industries including restaurants, franchisors and franchisees, distribution, retail, insurance, and construction, as well as offering tailored services to business owners with annual revenue ranging from $100,000 to millions.

Its core product suite comprises five business lines: Accounting and Taxes (bookkeeping, tax preparation, payroll, audit support, IRS representation using IRS Enrolled Agent credentials, QuickBooks services, and business and nonprofit registration); Business Consulting Services (qualitative and quantitative business analysis with a 1-3 day diagnostic using Dun & Bradstreet benchmarks, followed by management consulting and strategic planning); the VIP Program (a points-based customer loyalty scheme where VIPs earn $1 per point for new client referrals with minimum $3,000 service fees); Rice and Sugar International Trading (commodity origination from Brazil, Thailand, Guyana, India, and Vietnam for distribution primarily into Ghana and West Africa); and Project Finance and Investments (infrastructure financing for medium and large projects globally, plus investment advisory, life insurance, and retirement and estate planning).

Investigroup operates a sales-led go-to-market motion with named sales staff assigned to VIP accounts and direct relationship management. Revenue is generated primarily through professional services billing — hourly consulting fees plus travel, one-time business registration fees, recurring VIP subscription-style engagement, and transaction fees on commodity trades. The leadership team is anchored by founder Dr. Owusu Atuahene Kizito and includes senior consultants with 15-25+ years of experience in consulting, accounting, taxation, banking, financial planning, and media relations. The company is an LLC under New Jersey jurisdiction and has raised a single disclosed funding round of $200,000 in December 2014.

Name

Investigroup

Legal name

Investigroup LLC

Website

https://investigroup.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Investigroup is a privately-held, full-service financial consulting firm headquartered in Hillside, New Jersey, delivering accounting, tax, business consulting, infrastructure finance advisory, and rice-and-sugar commodity trading services to small and medium-sized privately-held companies across North America, Ghana, Oman, and China.

Ownership category

akta.pro rank

Product category

Financial and Business Consulting Services

NAICS

Portfolio Management and Investment Advice (52394), Investment Banking and Securities Intermediation (523150)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Corporate Strategy Advisory (BPAHADAA)

akta.pro secondary industries

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Business consulting services
• Accounting and tax services
• Commodity trading services
• Project finance advisory
• Small business advisory

Headquarters

HQ city

Hillside

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Supply Chain

Revenue model

1. Accounting and Tax Services: Professional accounting and tax services including tax problem resolution, audit-reviews-compilations, bookkeeping, payroll, and QuickBooks services. Also includes business and nonprofit registration assistance.
2. Business Consulting Services: Business analysis and consulting services including management consulting, operations management, strategic planning, and change process implementation. Billed on hourly basis plus travel expenses.
3. Rice and Sugar International Trading: International commodity trading operations sourcing raw and white sugar from Brazil, Thailand, and Guyana, and rice from Thailand, Vietnam, India, and other origins. Distribution primarily to Ghana and West Africa.
4. Project Finance and Investments: Infrastructure finance for medium and large projects globally, focusing on roads, energy, ports, railways and buildings. Also provides investment vehicles including stocks, bonds, mutual funds, REITs, and insurance products.
5. VIP Loyalty Program Points: Points-based loyalty program where VIP customers earn points worth $1 each for introducing new clients. 100 points for each new customer brought (minimum $3,000 service fee), with bonus points for bringing 3 or more customers.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Investigroup is a full-service financial consulting firm focused on small and medium-size privately-held companies, delivering accounting and tax services, business analysis and consulting, project finance advisory, and life insurance products. The firm also operates an international rice and sugar commodity trading business sourcing from Brazil, Thailand, Guyana, India, and Vietnam for distribution to Ghana and West Africa. A VIP loyalty program rewards customer referrals with points redeemable for the firm's services.

Product overview

Investigroup is a full-service financial consulting firm offering an integrated portfolio of services for small and medium-size privately-held companies. The core offerings include Accounting & Taxes (bookkeeping, tax preparation, audit services, payroll), Business Consulting Services (business analysis, management consulting, strategic planning), and Project Finance & Investments (infrastructure finance, investment advisory, life insurance). The firm also operates specialized commodity trading through Rice & Sugar International Trading, and maintains regional offices in Ghana and Oman for international business facilitation. A VIP loyalty program provides reward points for client referrals. The various services are offered as distinct but complementary practice areas within a unified consulting firm structure, rather than as a platform with modular components.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Tax Services Tax and accounting services for small and medium-size privately-held companies with revenue streams up to $10 million, spanning bookkeeping, tax preparation, audit-reviews-compilations, payroll, cash flow management, bank financing, business valuation, succession planning, and QuickBooks services. Includes tax problem resolution and IRS representation. Targets industries including restaurants, franchisors/franchisees, distribution, retail, insurance, and construction, plus nonprofit registration.
• Business Consulting Services Objective and comprehensive business analysis and management consulting covering financial, operational, and sales functions, plus strategy development, competitive analysis, operations management, strategic planning, and change process implementation. Engagements are billed hourly plus reasonable travel expenses and typically take one to three days, utilizing Dun & Bradstreet comparative data for context. Targets businesses ranging from $100,000 to millions in annual revenue.
• Investigroup VIP Loyalty Program Customer loyalty and referral program where each VIP-customer-referred new engagement of at least $3,000 in fees yields 100 points (each point valued at $1) redeemable for Investigroup services including consulting, accounting, tax, financial advisory, IRS representation, and loan modification.
• Rice and Sugar International Trading International commodity trading operation that originates raw and white sugar from Brazil, Thailand, Guyana, and Central America, and rice from multiple Asian origins, then distributes to importers and distributors in Ghana and West Africa. The firm provides market intelligence on trade flows and futures markets and oversees the value chain from sourcing through shipping and logistics to marketing.
• Project Finance and Investments Provision of major finance facilities for medium and large infrastructure projects globally (roads, energy, ports, railways, and buildings) under sovereign or PPP arrangements; portfolio diversification advisory including stocks, bonds, futures, real estate, REITs, annuities, and other financial instruments; life insurance distribution (Term, Whole, Universal, Variable Universal, and Survivorship); and retirement, estate, education, disability, business overhead, and long-term care planning.
• Business in Oman (Investment Advisory and Facilitation) Investment advisory and facilitation services delivered through Investigroup's office in Oman, providing clients access to investment opportunities in cooperation with private and public entities in the Sultanate, including real-estate development projects such as Saraya Bandar Jissah.
• Business in Ghana (Financial Services and Trading) Financial services and import/export activities run through Investigroup's Ghana office, combining rice and sugar trading distribution with investment opportunities in cooperation with Ghana's private and public sectors.

Quantifiable outcome

• Businesses maintain positive cash flow, control costs, and accelerate profitable growth
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Six partnerships are on record, tiered minor and core.

• Saraya Bandar JissahminorStrategic or Co-development PartnerOman-based luxury development project. Investigroup's Oman office has agreements with private and public entities to facilitate investment opportunities in this and similar projects.
• Private and Public Entities in OmancoreStrategic or Co-development PartnerInvestigroup's Oman office maintains agreements with various private and public entities for investment opportunities and facilitation of investment activities in the Sultanate of Oman.
• Private and Public Sectors in GhanacoreStrategic or Co-development PartnerInvestigroup's Ghana office has excellent cooperation with both private and public sectors, enabling great and profitable investments with reputation for excellent financial service and Import/Export activities.
• Brazilian Sugar ProducerscoreOthersPrimary supplier relationships for raw and white sugar origination from Brazil, one of the world's largest sugar producers and exporters.
• Thai Sugar IndustrycoreOthersMajor source of raw and white sugar supply alongside Brazil, contributing to Investigroup's position in global sugar trade flows.
• Guyanese Sugar IndustrycoreOthersThird primary source for sugar commodity sourcing, completing the company's sourcing portfolio from South America.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Others

• SCORE: SCORE is a nonprofit network providing free business mentoring, workshops, and resources to small businesses — thematically similar to Investigroup's consulting and business analysis offering but as an adjacent, free resource rather than a paid competitor.

Direct peers

• Insperity: Insperity provides HR, payroll, benefits, and business performance advisory services to SMBs in North America — closely parallel to Investigroup's payroll, tax, and operational consulting orientation toward small and medium-size privately-held companies.
• Citrin Cooperman: Citrin Cooperman is a mid-sized U.S. accounting and advisory firm serving privately-held businesses and high-net-worth individuals — overlapping closely with Investigroup's tax, accounting, business consulting, and wealth advisory suite.
• Baker Tilly US: Baker Tilly is a U.S. accounting, tax, and advisory firm serving mid-market privately-held companies across industries. Comparable to Investigroup in the integrated SMB-focused professional services model.
• RSM US: RSM US is a middle-market audit, tax, and consulting firm focused on privately-held U.S. companies — directly comparable in target market (SMB/middle-market) and integrated professional services offering to Investigroup.
• BDO USA: BDO USA is a top accounting and business advisory firm serving middle-market and privately-held companies across the U.S. Like Investigroup, BDO delivers tax, accounting, and consulting services to SMBs and offers advisory and wealth management adjacent services.
• Marcum LLP: Marcum is a top U.S. accounting and advisory firm serving privately-held middle-market businesses with tax, consulting, and wealth advisory — overlapping with Investigroup's core consulting-and-tax practice for North American SMBs.

Broad incumbents

• Edward Jones: Edward Jones is a major U.S. financial advisory firm serving individuals and small-business owners with investment advisory and retirement planning — comparable to Investigroup's investment advisory and retirement/estate planning practice, but at massive scale.
• H&R Block: H&R Block is a large U.S. tax preparation firm serving individuals and small businesses — a much broader-incumbent counterpart to Investigroup's tax preparation, bookkeeping, and IRS representation services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Investigroupinc
• LinkedInlinkedin.com/company/investigroup-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds1 record

Investors

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

M&A

Investments

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

Frequently asked questions about Investigroup