360 Financial Group
360 Financial Group is a privately held, Maryland-based independent wealth management and tax/advisory firm serving individuals, families, and small businesses across 11 U.S. states with integrated financial planning, investment management, retirement, estate, insurance, and tax services.
- Company typePrivate
- Founded1990
- HeadquartersBel Air, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What 360 Financial Group does
360 Financial Group is an independent, privately held wealth management and tax/advisory practice headquartered in Bel Air, Maryland, founded in 1990. The firm serves individuals, families, and small business owners across 11 U.S. states (CO, DE, FL, MD, NC, NJ, NY, OH, PA, SC, VA) through a holistic '360-degree' advisory model that combines financial planning, investment management, retirement income planning, estate planning, insurance planning, and college planning with dedicated tax preparation and accounting services for both individuals and small businesses.
The firm does not build proprietary technology. Its operational backbone is composed entirely of third-party industry platforms: Cambridge Investment Research for broker/dealer and RIA services, plus client portal integrations with Onvio (tax/accounting), E-Money (financial planning), Assetmark (wealth management), Pershing/NetxInvestor (brokerage), and Wealthscape Investor. Securities activity is conducted under FINRA/SIPC through Cambridge, with Cambridge and 360 Financial Group explicitly disclaimed as non-affiliated. The firm employs 1-10 staff and relies on a sales-led direct advisory motion supplemented by content marketing through a blog, Facebook, Twitter, LinkedIn, and email newsletter.
360 Financial Group generates revenue through professional services fees on wealth management, tax, and accounting engagements; pricing is not publicly disclosed and is structured around personalized advisory relationships. The firm operates without institutional investors, parent company ownership, or disclosed venture funding, and shows no M&A, funding round, or product launch history in the available data. Its competitive positioning rests on integrated cross-discipline services, long-term client relationships built on stated core values of stewardship, integrity, transparency, and kindness, and the institutional infrastructure provided by its Cambridge affiliation.
360 Financial Group firmographics
Firmographics- Name
- 360 Financial Group
- Legal name
- 360 Financial Group
- Website
- https://360fingroup.com
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- 360 Financial Group is a privately held, Maryland-based independent wealth management and tax/advisory firm serving individuals, families, and small businesses across 11 U.S. states with integrated financial planning, investment management, retirement, estate, insurance, and tax services.
- Ownership category
- akta.pro rank
360 Financial Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Financial Investment Activities (5239)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
- akta.pro secondary industries
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Retirement Income Planning & Decumulation Advisory (FSAEABAD), Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where 360 Financial Group is headquartered
LocationHeadquarters
- HQ city
- Bel Air
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
360 Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Wealth Management and Advisory Services: The firm generates revenue through comprehensive wealth management services including financial planning, investment management, retirement income planning, estate planning, insurance planning, college planning, and tax and accounting services. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
360 Financial Group product offering
Product offeringCore offering
360 Financial Group is a private wealth management and tax/accounting advisory firm based in Bel Air, Maryland, providing financial planning, investment management, retirement income planning, estate planning, insurance planning, college planning, small business counseling, and tax & accounting services to individuals, families, and small businesses. Securities are offered through Cambridge Investment Research, Inc. The firm takes a holistic 360-degree approach that addresses clients' investments, retirement, taxes, and estate planning as an integrated whole.
Product overview
360 Financial Group operates as a comprehensive wealth management firm offering an integrated suite of financial services. The core offering consists of financial planning, investment management, retirement income planning, estate planning, and insurance planning services for individuals and families. The firm also provides specialized tax and accounting services for both individuals and small businesses, as well as dedicated small business counseling. These services work together through a holistic "360 approach" that considers clients' complete financial picture. The company leverages multiple client portal platforms (Onvio, Cambridge, E-Money, Assetmark, Pershing/NetxInvestor, and Wealthscape) to provide clients with access to their accounts and financial information.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning services including goal-setting, budgeting, cash flow analysis, and long-term financial strategy development for individuals and families.
- Investment Management Professional portfolio management and investment advisory services including asset allocation, portfolio construction, and ongoing investment monitoring and rebalancing for individuals, families, and small businesses. Securities offered through Cambridge Investment Research, Inc.
- Retirement Income Planning Strategies to help clients prepare for and manage retirement income, including distribution planning, Social Security optimization, and withdrawal strategies.
- Estate Planning Estate planning services including will review, trust strategies, beneficiary designation planning, and wealth transfer strategies.
- Insurance Planning Insurance needs analysis and planning for life, disability, long-term care, and other insurance products to protect clients against financial risks.
- College Planning Education savings strategies including 529 plan analysis, financial aid optimization, and college cost projection services for families.
- Small Business Counseling Advisory services for small business owners including business planning, succession planning, acquisition planning, payroll guidance, and financial advice for business operations.
- Tax & Accounting Services for Individuals Tax preparation and planning services for individual taxpayers including income tax filing, tax strategy, and tax planning consultations.
- Tax & Accounting Services for Small Businesses Comprehensive accounting and tax services for small businesses including bookkeeping, payroll, tax preparation, and business tax planning.
Companies that use 360 Financial Group
Customer profileSegments2 records
Ideal customer profiles2 records
360 Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
360 Financial Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Cambridge Investment Research, Inc.coreSecurities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Cambridge Investment Research Advisors, Inc. is a Registered Investment Advisor. These partnerships enable 360 Financial Group to offer securities and investment advisory services to their clients.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
360 Financial Group competitors and assessment
Company assessmentDirect peers
- Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting small-to-mid-sized advisory practices serving individuals, families, and small businesses. Operates as a competing carrier platform to Cambridge for firms like 360 Financial Group.
- Hightower Advisors: Partnership RIA platform serving HNW individuals and families with comprehensive wealth management, retirement, and estate planning. Highly comparable operating model to independent advisory firms like 360 Financial Group that provide holistic financial planning services.
- Mariner Wealth Advisors: National RIA providing wealth advisory, tax, estate, and retirement planning to HNW individuals and business owners. Overlapping service mix and client segments with 360 Financial Group, but at much larger scale.
- Creative Planning: Large independent RIA offering integrated wealth management, tax, and estate planning services to individuals and small business owners. Closely comparable to 360 Financial Group in service bundling and target segments, though significantly larger in scale.
- Focus Financial Partners: Partnership-focused RIA aggregator supporting independent wealth management firms with operations, compliance, and technology. Highly comparable to the type of independent advisor that 360 Financial Group operates as.
- Carson Group: Partnership RIA platform offering wealth management, financial planning, and tax-adjacent services to individuals and small businesses. Comparable integrated service model and target client base to 360 Financial Group.
Broad incumbents
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering comprehensive financial planning, investment management, and retirement advice to households nationwide. Overlaps with 360 Financial Group's core offering but at significantly larger scale and broader geographic reach.
- Fisher Investments: Large RIA primarily focused on investment management and retirement planning for HNW individuals and institutions. Overlapping service categories and target clients with 360 Financial Group, but specialized in portfolio management at much larger scale.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors and RIAs offering wealth and retirement planning. Comparable operating model (independent advisors on a BD/RIA platform) to 360 Financial Group's Cambridge relationship.
- Cetera Financial Group: Independent broker-dealer and RIA platform supporting financial advisors who serve individuals, families, and small businesses with wealth and retirement planning. Directly comparable to 360 Financial Group in business model and target clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
360 Financial Group social profiles
Digital presence360 Financial Group compliance and trust
Trust signalCompliance2 records
360 Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
360 Financial Group leadership team
Management profileNumber of profiles
Profiles1 record
360 Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
360 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 360 Financial Group
What does 360 Financial Group do?
360 Financial Group is a private wealth management and tax/accounting advisory firm based in Bel Air, Maryland, providing financial planning, investment management, retirement income planning, estate planning, insurance planning, college planning, small business counseling, and tax & accounting services to individuals, families, and small businesses. Securities are offered through Cambridge Investment Research, Inc. The firm takes a holistic 360-degree approach that addresses clients' investments, retirement, taxes, and estate planning as an integrated whole.
Is 360 Financial Group a public or private company?
360 Financial Group is a private company. It is classified as unknown and is currently operating.
When was 360 Financial Group founded?
360 Financial Group was founded in 1990. It employs 1 to 10 people.
Where is 360 Financial Group based?
360 Financial Group is headquartered in Bel Air, United States, in the North America region.
How does 360 Financial Group make money?
One revenue line is on record: wealth Management and Advisory Services.
Who are 360 Financial Group's main competitors?
Direct peers on record are Commonwealth Financial Network, Hightower Advisors, Mariner Wealth Advisors, Creative Planning, Focus Financial Partners and Carson Group. Broad incumbents are Edelman Financial Engines, Fisher Investments, LPL Financial and Cetera Financial Group.
Does 360 Financial Group have an API?
No public API is recorded for 360 Financial Group.
What industry is 360 Financial Group in?
360 Financial Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms, with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.