Strive Financial
- Company typePrivate
- Founded2009
- HeadquartersAtlanta, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Strive Financial firmographics
Firmographics- Name
- Strive Financial
- Legal name
- Strive Financial
- Website
- https://strivefinancial.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Strive Financial industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)
Keywords
Where Strive Financial is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Strive Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- AUM (Assets Under Management) Fees: Fee based on total assets under management with the firm. Fee percentage depends on portfolio size, with larger asset values typically resulting in lower percentage rates.
- Commission-Based: Commissions on certain financial products including alternative investments and insurance. Full disclosure of any commissions provided before finalizing transactions.
- Retainer-Based: For ultra-high-net-worth individuals with complex financial needs. Fee determined based on net worth and annual income, paid upfront. Rare offering similar to attorney retainer structure.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | AUM fee structure based on total assets under management |
| Transaction based/ take rate | Pay-as-you-go | Commission-based for certain products |
| Subscription | Multi-year contract | Retainer-based for ultra-high-net-worth clients with complex needs |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Strive Financial product offering
Product offeringCore offering
Strive Financial is an independent financial advisory firm that provides comprehensive financial planning, investment management, alternative investments, business succession planning, tax planning, and insurance planning services to high-net-worth individuals and families. The firm delivers its services through a team-based advisor model supported by its proprietary A.S.S.E.T. process and integrates client portals for portfolio reporting and financial planning.
Product overview
Strive Financial is an independent financial advisory firm serving high-net-worth clients with tailored strategies across public and private markets. The firm offers six core service lines: Alternative Investments (real estate, oil & gas, private credit), Financial Planning, Investment Management, Business Succession, Tax Planning, and Insurance Planning. These services are delivered through a team-based approach supported by the proprietary A.S.S.E.T. Process methodology and integrated client portals including myStrive (communications and planning hub), Black Diamond (portfolio reporting), and Wealthscape (custodian access). The firm offers multiple fee structures: AUM-based fees, commission-based for certain products, and retainer-based for ultra-high-net-worth clients with complex needs.
Differentiator
Problem solved
Functional benefit
Products and services
- Alternative Investments Diversified investment opportunities beyond traditional equities and fixed income, including real estate, oil and gas, and private credit arrangements for accredited investors seeking portfolio diversification.
- Financial Planning Comprehensive financial planning services including retirement income planning, long-term investing strategies, and generational wealth building to help families achieve their financial goals.
- Investment Management Institutional-quality investment management focusing on asset allocation, security selection, and ongoing portfolio management with rigorous research and disciplined processes.
- Business Succession Planning Business succession planning services including company valuation, identifying next-generation leadership, and creating transition plans for business owners selling or transferring their companies.
- Tax Planning Proactive year-round tax planning in collaboration with CPA partners, including income timing strategies, optimizing deductions and credits, and entity and investment structure planning.
- Insurance Planning Comprehensive insurance planning including risk assessment, coverage selection for life, disability, umbrella, and long-term care insurance, plus ongoing policy review and management.
Quantifiable outcome
- 99%+ client retention rate
- +2 more outcomes
Companies that use Strive Financial
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Strive Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Strive Financial partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- FidelitycoreFidelity's Wealthscape Investor platform used as custodian for client investments. Clients access monthly statements, tax documents, positions, and transactions through Fidelity's platform.
- Black DiamondcorePrimary portfolio reporting platform providing clients with performance visibility, allocation analysis, projected income, and activity summaries across all accounts regardless of custodian.
- Goldman SachsminorListed as a trusted partner, suggesting access to Goldman Sachs investment products and research for client portfolios.
- Arkadios CapitalcoreSecurities offered through Arkadios Capital (member FINRA/SIPC). Advisors are registered representatives of Arkadios Capital and investment advisor representatives of Arkadios Wealth. Strive Financial and Arkadios are not affiliated through any ownership.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Strive Financial competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Large independent RIA offering comprehensive financial planning, investment management, and tax/estate services to HNW clients. Directly comparable independent-advisor business model at much greater scale, with similar holistic-planning positioning.
- Mariner Wealth Advisors: National independent RIA serving HNW and ultra-HNW clients with comprehensive financial planning, investment management, and alternatives access. Comparable independent structure with deep HNW focus and similar service-line breadth.
- Edelman Financial Engines: Large independent RIA offering financial planning, investment management, and retirement-focused advice. Comparable in independent-RIA positioning and broad financial-planning services for affluent and HNW households.
- Cerity Partners: Independent wealth management and advisory firm serving HNW and UHNW clients with comprehensive planning, investment management, and tax services. Closely comparable holistic-services model targeting HNW households.
- Schwab Wealth Advisory (Charles Schwab): Large-scale wealth advisory offering portfolio management and financial planning to affluent and HNW clients. Competitive overlap in independent-style advice at much greater scale and lower price points.
- Mercer Advisors: National independent RIA providing financial planning, investment management, and tax services to HNW clients. Comparable independent-RIA model with strong focus on comprehensive planning and active M&A-driven growth.
- Goldman Sachs Personal Financial Management: Goldman Sachs' HNW advisory unit delivering financial planning, investment management, and access to alternatives. Listed by Strive as a trusted partner and directly comparable as a large HNW advisor with alternatives capabilities.
Emerging players
- Facet Wealth: Digital-first financial planning firm combining CFP-led advice with technology-driven delivery for affluent households. Competes for next-generation HNW clients expecting hybrid digital experiences; relevant as a tech-enabled planning peer.
Direct peers
- Arkadios Wealth: The RIA platform that Strive's advisors are registered representatives of; provides advisory and back-office infrastructure to independent advisor practices. Highly relevant as the operating partner and a near-direct operating model peer.
Regional players
- Atlanta Capital Group (regional Atlanta wealth advisor): Atlanta-based wealth advisory firm serving HNW clients in the Southeast US with similar planning and investment offerings. Direct regional competitor competing for the same Atlanta HNW households.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Strive Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Strive Financial leadership team
Management profileNumber of profiles
Profiles1 record
Strive Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Strive Financial 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 Strive Financial
What does Strive Financial do?
Strive Financial is an independent financial advisory firm that provides comprehensive financial planning, investment management, alternative investments, business succession planning, tax planning, and insurance planning services to high-net-worth individuals and families. The firm delivers its services through a team-based advisor model supported by its proprietary A.S.S.E.T. process and integrates client portals for portfolio reporting and financial planning.
Is Strive Financial a public or private company?
Strive Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Strive Financial founded?
Strive Financial was founded in 2009. It employs 1 to 10 people.
Where is Strive Financial based?
Strive Financial is headquartered in Atlanta, United States, in the North America region.
How does Strive Financial make money?
Three revenue lines are on record. AUM (Assets Under Management) Fees are the primary driver. The others are commission-Based and retainer-Based.
Who are Strive Financial's main competitors?
Broad incumbents on record are Creative Planning, Mariner Wealth Advisors, Edelman Financial Engines, Cerity Partners, Schwab Wealth Advisory (Charles Schwab), Mercer Advisors and Goldman Sachs Personal Financial Management. Facet Wealth is listed as an emerging player. Arkadios Wealth is listed as a direct peer. Atlanta Capital Group (regional Atlanta wealth advisor) is listed as a regional player.
Does Strive Financial have an API?
No public API is recorded for Strive Financial.
What industry is Strive Financial in?
Strive Financial's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.