Inspire Investment Solutions

What Inspire Investment Solutions does

Inspire Investment Solutions, LLC is a privately held, single-advisor registered investment advisory firm headquartered in Murray Hill, New Jersey, founded and operated by Michael Anicito (CFP®, AIF®). The firm provides comprehensive financial planning and asset management services to individuals, families, and business owners across at least seven U.S. states (NJ, NY, CA, CT, FL, NC, PA). All securities and advisory services are delivered through a core channel partnership with LPL Financial, a Registered Investment Advisor and broker-dealer (Member FINRA/SIPC), which provides the regulatory, custodial, and product infrastructure for the firm's offerings.

The firm's product menu is organized around eight integrated service lines: comprehensive and customized financial planning, asset management, retirement savings accounts (IRAs, 401(k)s), insurance evaluations, education planning, retirement planning, personal tax preparation, and dedicated financial planning for business owners. The firm does not appear to operate proprietary technology beyond a standard advisor website with an AccountView client portal, an interactive financial calculator library, downloadable planning questionnaires, and a MeetMe.so appointment-scheduling integration for phone and in-person consultations. Content marketing via an educational blog is the principal demand-generation channel, with posts authored by the founder covering investments, retirement, tax planning, risk management, and estate planning.

The business model is subscription/recurring revenue generated from investment advisory fees under the LPL Financial platform, billed quarterly, with no minimum investment requirement publicly disclosed. Go-to-market is sales-led and relationship-based, anchored on the single named advisor. Headcount is reported in the 1-10 band and the firm carries no disclosed funding, M&A activity, or public revenue figures; the LLC has no parent company, subsidiaries, or external ownership structure indicated in the available information.

Name

Inspire Investment Solutions

Legal name

Inspire Investment Solutions, LLC

Website

https://inspireis.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Inspire Investment Solutions, LLC is a privately held, single-advisor registered investment advisory firm in Murray Hill, NJ that delivers comprehensive financial planning, asset management, retirement, tax, insurance, and business-owner planning services through LPL Financial to individuals, families, and entrepreneurs across seven U.S. states.

Ownership category

akta.pro rank

Headquarters

HQ city

Murray

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 Services: The firm generates revenue through investment management and advisory services, offered through its partnership with LPL Financial. Services include asset management, comprehensive financial planning, retirement planning, and related advisory offerings for individuals and families.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Inspire Investment Solutions is a privately-held financial advisory firm that delivers personalized investment management and comprehensive financial planning services to individuals and families. Operating through LPL Financial as a Registered Investment Advisor, the firm provides asset management, retirement planning, tax planning, insurance evaluations, education planning, and specialized planning for business owners under a single advisory relationship.

Product overview

Inspire Investment Solutions is a comprehensive financial services firm offering a unified suite of advisory services centered around investment management and wealth planning. The core offerings include Comprehensive & Customized Financial Planning, Asset Management, Retirement Savings Accounts, Insurance Evaluations, Education Planning, Retirement Planning, Personal Tax Planning Preparation, and Financial Planning for Business Owners. These services work together to help clients grow, preserve, and conserve their wealth through a focused level of personalized service. The firm operates through LPL Financial as a Registered Investment Advisor.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive & Customized Financial Planning
• Asset Management
• Retirement Savings Accounts
• Insurance Evaluations
• Education Planning
• Retirement Planning
• Personal Tax Planning Preparation
• Financial Planning for Business Owners

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LPL FinancialcoreChannel Partner/ Reseller/ DistributorLPL Financial is a Registered Investment Advisor and the broker-dealer platform through which Inspire Investment Solutions offers securities and advisory services. LPL Financial is a member of FINRA and SIPC. The partnership provides regulatory compliance infrastructure, custodial services, and access to investment products for the firm's clients.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Emerging players

• Betterment: Leading US robo-advisor offering automated and hybrid investment advisory and retirement planning services to individuals. Emerging competitor in mass-affluent financial planning and asset management - the same end market Inspire serves.
• Wealthfront: Robo-advisor and automated financial planning platform serving young professionals and mass-affluent households with investment management and planning tools. Adjacent competitor focused on a younger, more digital segment than Inspire.

Broad incumbents

• Charles Schwab Wealth Advisory: Schwab's wealth advisory offerings provide portfolio management and planning to mass-affluent and affluent investors through CFP-led dedicated advisors. Broadly overlapping with Inspire's RIA-style service delivery at much greater scale.
• Fidelity Wealth Services: Fidelity's wealth management arm offers investment advisory, financial planning, and retirement planning to individuals and families. Overlaps Inspire's full-stack advisory offering as part of a much larger wealth-services portfolio.
• Vanguard Personal Advisor Services: Vanguard's hybrid robo-plus-human advisory service delivers ongoing portfolio management and financial planning to individuals at low fees. Comparable individual-investor planning and asset management offering from a large incumbent.

Direct peers

• Edelman Financial Services: Independent RIA offering comprehensive financial planning and asset management to individuals and families across multiple US states. Directly comparable business model to Inspire: fee-based advisor delivering holistic planning services.
• Buckingham Strategic Wealth: Fee-only RIA providing comprehensive financial planning and investment management to individuals and families. Comparable boutique advisor model with holistic planning and asset management services.
• Fisher Investments: Large independent RIA managing portfolios for individual investors with personalized asset management and wealth planning offerings. Comparable portfolio-management-led value proposition serving private clients.
• Ritholtz Wealth Management: Boutique RIA providing fee-only comprehensive financial planning and investment management to individuals and families. Comparable multi-advisor practice with a similar planning-led, fiduciary model on a third-party custodian.
• Facet Wealth: Tech-enabled RIA delivering comprehensive, personalized financial planning to mass-affluent and affluent individuals nationwide with a low-minimum-accessible model. Closely aligned with Inspire's planning-led, no-minimum relationship model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/inspire-investment-solutions-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Inspire Investment Solutions