Bukaty Companies Financial Services

What Bukaty Companies Financial Services does

Bukaty Companies Financial Services is a private financial services firm headquartered in Overland Park, Kansas, that delivers retirement planning, investment, debt management, and advisory services to individual and small-business clients. Founded in 2001 and operating with a workforce of 11–50 employees, the firm operates within the U.S. retail and small-business financial advice segment as a relationship-led advisory practice, generating revenue through fee-based engagements on managed assets, retirement plan services, and per-engagement planning retainers.

The firm's business model is consistent with a multi-product wealth advisory archetype: retirement planning and investment management provide recurring AUM-linked fee streams, while debt management and broader financial advisory work deliver project-based or retainer fees. Operational posture includes SOC-2 Type II certification (per source compliance data) and an affiliation model that routes investment advisory activity through a regulated advisory entity, enabling legally-compliant delivery of fiduciary investment services. Customer acquisition is driven by relationship-led engagement and supported by content marketing, a corporate website (bukatyfs.com), and event-based outreach — channels typical of regional advisory firms rather than product-led direct distribution.

Customer segmentation spans individual clients and employer-sponsored engagements, with no disclosed revenue concentration or anchor accounts in the source data. The firm has no disclosed M&A activity, no funding rounds, and no publicly named customers, suggesting a steady-state operating profile consistent with a privately-held regional advisory practice rather than a venture-backed or PE-owned scaling platform. Forward-looking product extensions referenced in source data (such as AI workforce transformation advisory) indicate active service-line experimentation; however, direct evidence of these activities being operated within the Bukaty entity itself is limited.

Name

Bukaty Companies Financial Services

Legal name

Digital Insurance LLC

Website

https://bukatyfs.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Bukaty Companies Financial Services is a private financial firm in Overland Park, Kansas, founded in 2001, offering retirement planning, investment, debt management, and advisory services to individuals and small businesses.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Retirement planning services
• Investment advisory
• Debt management
• Financial advisory services
• Wealth management

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Employee Benefits Administration: Ongoing administration and consulting services for employee benefits packages including health insurance, retirement plans, and executive compensation. Revenue likely generated through service fees and potentially per-employee-per-month (PEPM) pricing models typical of the PEO and benefits broker industry.
2. Business Insurance & Risk Management: Risk advisory and insurance placement services helping organizations identify vulnerabilities and manage exposures through proactive risk planning and insurance solutions.
3. HR Consulting Services: Consulting partnerships for building stronger teams, modernizing processes, and creating people strategies. Includes PEO services, executive benefits design, and financial education integration.
4. Individual Insurance & Wealth Management: Insurance and financial strategies for individuals including wealth management, insurance products, and benefits guidance for personal financial security.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Bukaty Companies Financial Services is a private financial firm that offers retirement planning, investment, debt management, and advisory services to clients. The firm delivers personalized financial guidance across retirement, investment, debt, and broader financial planning needs, operating as a traditional financial advisory practice.

Product overview

OneDigital is a unified platform offering benefits, insurance, financial services, and HR consulting solutions. The product portfolio includes Employee Benefits, Insurance & Risk Management, Retirement Plan Services, HR Consulting, Professional Employer Organization (PEO), Executive Benefits, Financial Education & Guidance, and Wealth Management for individuals. The AI Hub provides workforce transformation resources for AI adoption. The company serves over 100,000 clients nationwide, combining these solutions into one integrated plan backed by fierce advocates.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning

Quantifiable outcome

• 82 Net Promoter Score - consistently exceeding industry benchmarks for client satisfaction
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Digital Insurance LLC (Parent/Affiliate)coreOthersDigital Insurance LLC is the parent company and parent brand. OneDigital is a marketing name used by Digital Insurance LLC and its affiliates to market their products and services. Investment advisory services are offered exclusively through OneDigital Investment Advisors LLC, an affiliate of Digital Insurance LLC.
• OneDigital Investment Advisors LLCcoreOthersExclusive investment advisory services arm of the OneDigital network, regulated by the SEC and offered as an affiliate of Digital Insurance LLC.

Scale indicators5 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• LPL Financial: Largest independent broker-dealer in the US supporting independent financial advisors; comparable as a major wealth advisory infrastructure provider serving the same target advisor segment.
• Focus Financial Partners: Large PE-backed RIA consolidator that acquires small and mid-sized advisory firms; directly relevant as either a potential acquirer of Bukaty or a much larger competitor in the wealth advisory space.
• Cetera Financial Group: Large independent broker-dealer and wealth management platform serving thousands of independent advisors; comparable as a much larger infrastructure provider serving the same advisor segment.
• Ameriprise Financial: Large diversified financial services firm with a significant wealth advisory arm serving mass-affluent clients; comparable as a much larger wealth advisory competitor.

Direct peers

• Kestra Financial: Independent wealth management platform supporting financial advisors with retirement and investment services; comparable as a similarly structured RIA infrastructure firm.
• Hightower Advisors: Wealth advisory firm built on a partnership model that supports small RIAs with shared resources; comparable as a similarly structured advisory platform serving mass-affluent and HNW clients.
• Cambridge Investment Research: Independent broker-dealer supporting thousands of financial advisors with retirement, investment, and advisory offerings; comparable as a similarly positioned wealth advisory infrastructure firm.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks2 records

Key highlights2 records

Customer concentration

• LinkedInlinkedin.com/company/bukaty-companies-financial-services

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 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 Bukaty Companies Financial Services