Name

ICN Holding

Legal name

US International Consulting Network, Corp.

Website

https://usicn.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Freehold

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Fees: ICN Holding charges management fees as a percentage of total fund assets under management. The company collects fees to run operations including employee compensation, marketing costs, and purchasing/selling of shares.
2. Mutual Fund Distribution Fees: Mutual fund management companies collect a percentage of the fund's total assets. Some funds may charge additional sales fees (loads) for distribution.
3. Brokerage Account Services: Fees for assisting clients in opening and managing Full Service Accounts and Online Trading Accounts through brokerage partners.
4. Futures Account Services: Assistance in opening futures accounts with experienced futures brokers for speculative trading or hedging purposes.
5. Insurance Services: Life and health insurance services through WorldWide Associates, Inc. agency, including annuities.

Go-to-market motion2 records

Distribution channels5 records

Marketing channels5 records

Core offering

ICN Holding is a registered investment advisor that delivers global financial market expertise to investors through a network of thousands of financial consultants. It provides investment advisory, brokerage and futures account services, mutual fund distribution, life and health insurance, and proprietary ICN investment lines (EWP25, GLD20, SA20, GE50, AAA25) across more than 25 investment offerings. Its operations are supported by a proprietary technology ecosystem including SunRise desktop software and SunRise Cloud portal.

Product overview

ICN Holding offers a platform-plus-modules product architecture consisting of SunRise/SunRiseEn desktop software as the core consultant tool, complemented by SunRise Cloud web portal for cloud access. The ecosystem includes SRD Downloader for offline connectivity, Personal Client Cabinet for client self-service, and Forms Library for regulatory documentation. Financial products encompass mutual funds, brokerage accounts, futures accounts, and proprietary ICN Investment Lines (EWP25, GLD20, SA20, GE50, AAA25, and others). The company operates as a New Jersey State Registered Investment Advisor providing global financial market expertise since 1996.

Differentiator

Problem solved

Functional benefit

Brands

• SunRise: Desktop software application for Windows and Mac OSX for ICN Holding consultants and clients to manage investment accounts and access data.
• SunRiseEn
• SunRise Cloud
• Academy for Investment and Financial Planning

Products and services

• SunRiseEn Desktop Software Desktop investment management software for Windows and Mac OSX used by ICN Holding consultants and clients to manage client data, download ICN fund pricing, and track investment portfolios with role-based data access and database backup/restore functionality.
• SunRise Cloud Portal Cloud-based replica of the SunRise desktop application accessible via sr.usicn.com (with mirror at sr.xojocloud.net), providing internet-based investment management tools, client personal cabinet, and forms library modules for ICN consultants and clients.
• Mutual Funds Distribution Assistance for clients in selecting and investing in pooled mutual fund securities managed by investment companies, with funds distributed including offerings from Franklin Templeton, iShares (BlackRock), and other providers.
• Brokerage Account Services Full Service and Online Trading brokerage account options facilitated by ICN Holding experts, with account setup through partners such as Interactive Brokers for domestic and international trading.
• Futures Account Services Assistance in opening futures accounts with experienced futures brokers for speculative investors and for producers, suppliers, importers, and exporters seeking to hedge goods on the futures market.
• ICN Investment Lines (Proprietary Funds) Proprietary ICN investment programs including EWP25 (Elliott Wave Plus), GLD20 (Gold Line), SA20 (Silver Arrow), GE50 (Gold Elephants), AAA25 (Alternative Asset Allocation), IPP (Viatical Settlement), and others with weekly or daily price quotes.
• Investment Combinations (Diversified Portfolios) Customized diversified personal investment portfolios combining mutual funds, brokerage accounts, futures accounts, and alternative investments, created and managed by ICN Holding for each client based on goals and horizon.
• Life and Health Insurance Services Life and health insurance and annuity products delivered through the WorldWide Associates, Inc. agency with premium payment facilitation to insurers such as National Western Life Insurance Company.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature5 records

Partnerships

Four partnerships are on record, tiered minor.

• Interactive BrokersminorOthersICN Holding assists clients in opening brokerage accounts with Interactive Brokers. Clients can transfer funds in USD or Euro to Interactive Brokers accounts for trading. The partnership enables access to international brokerage services.
• National Western Life Insurance CompanyminorOthersICN Holding facilitates insurance premium payments to National Western Life Ins. Co through direct bank transfers. Insurance services are provided through WorldWide Associates, Inc. agency.
• Franklin Templeton InvestmentsminorOthersICN offers multiple Franklin Templeton funds as investment lines including Franklin Mutual European (FME20), Franklin Technology (FT25), Templeton China (TC25), Franklin Opportunities (FOPP25), and Templeton European Total Return (TETR).
• iShares (BlackRock)minorOthersICN offers iShares funds as investment lines including China Index iShare (FXI), Latin America iShare (ILF), and iShares Silver Trust (SLV).

Scale indicators4 records

Recent moves9 records

Expansion highlights5 records

Direct peers

• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of financial advisors with proprietary and third-party investment products, closely matching ICN's consultant-distribution model.
• Commonwealth Financial Network: Privately-held independent broker-dealer/RIA serving thousands of advisors with a multi-product platform including advisory, brokerage, and insurance — directly comparable to ICN's structure.
• Cetera Financial Group: Multi-channel independent advisor network offering brokerage, advisory, and insurance support to thousands of financial professionals — comparable in product breadth and advisor-centric model.
• Focus Financial Partners: Partnership model for independent RIAs and advisory firms providing capital, technology, and back-office support — analogous to ICN's platform that supports its affiliated consultants.
• Hightower Advisors: Advisor-owned wealth management platform serving high-net-worth clients through partner advisors with investment solutions and consulting support — directly comparable boutique RIA platform.

Broad incumbents

• LPL Financial: Largest U.S. independent broker-dealer/RIA serving ~22,000 advisors; operates the same advisor-platform-plus-investment-products model at much greater scale than ICN.
• Raymond James Financial: Diversified financial services firm with a large independent advisor channel offering advisory, brokerage, and investment products — broader incumbent with similar advisor-distribution economics.
• Fisher Investments: Large privately-held RIA managing discretionary portfolios for high-net-worth and institutional clients — analogous in private/founder-led RIA profile but at materially greater scale.

Regional players

• Oppenheimer & Co. Private wealth management and investment bank serving high-net-worth individuals with proprietary and third-party investment products — comparable wealth advisory model with international flavor.

Others

• Interactive Brokers (Advisor channel): Existing ICN partner for brokerage account services and a major custodian/technology provider for independent RIAs — directly comparable on the platform/infrastructure side rather than advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/user/ikokorine

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries4 records

Funding overview

Funding rounds

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 ICN Holding