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SARMA-Security Analysis and Risk Management Association

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Namestring
SARMA-Security Analysis and Risk Management Association
Legal namestring
SARMA
Websiteurl
sarma.org
Company typeenum
Private
Founded yearint
2007
Descriptiontext

SARMA-Security Analysis and Risk Management Association presents itself in firmographics as a non-profit professional association serving security risk analysis practitioners, founded in 2007 in Arlington, US. The actual operational footprint documented in the source data, however, is a content publishing website at sarma.org built on a standard WordPress CMS, with no proprietary technology, no app, no API, and no integrations disclosed. The site's published editorial focuses primarily on precious-metals investing and Gold IRAs, with secondary coverage of eCommerce platform selection, medical billing and healthcare practice software, and legal topics — content produced by permanent staff augmented by an unnamed network of guest contributors.

The organization describes its offering as "research and analysis services" with a subscription/recurring revenue model, though no pricing, contract terms, or subscriber counts are publicly disclosed. The go-to-market motion is content-led: educational articles and categorized archives drive organic traffic to corporate clients and individual investors, with no documented sales motion, partnerships, or distribution agreements beyond the contributor network. No funding rounds, M&A activity, leadership roster, ownership structure, certifications, patents, awards, or regulatory actions are disclosed in the available data, and the gap between the "professional association" framing and the Gold IRA content positioning is notable and unresolved by the sources provided.

There is a clear mismatch between the organization's stated mission (security risk analysis professional association) and its actual web presence (SEO-oriented financial and business-technology content site), which represents a material diligence data point. Headcount is not disclosed; scale is characterized as "Not disclosed" with only the existence of "permanent staff" alongside guest writers confirmed.

Short descriptiontext

SARMA is a non-profit-registered content publishing website built on WordPress that publishes SEO-oriented educational articles on Gold IRAs, precious metals investing, eCommerce platforms, and healthcare software for individual investors and corporate clients.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
501–1,000
akta.pro rankint
HeadquartersArlington, United States
HQ citystring
Arlington
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
nonprofit professional association, security risk analysis, financial research commentary, retirement planning content, precious metals investing
Industry1 code
1Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b))
CodeFSAAACAFPrimaryYes
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Business Associations813910
SIC code2 codes
  • Investment Advice6282
  • Services-Membership Organizations8600
Product category
Professional Association Research and Analysis Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Research and Analysis Services
TypeSubscription Recurring
Description

SARMA provides research and analysis services to corporate clients and individual concerns. The organization conducts deep research and publishes educational content on financial topics, investment strategies, and business technology platforms.

sarma.org
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Technology or R&D, Marketing or Sales
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

SARMA is a non-profit professional association that publishes educational research and analysis content on financial topics, investment strategies, and business technology for corporate clients and individual investors. The organization covers topics including Gold IRAs, precious metals investing, retirement planning, eCommerce platforms, healthcare/medical billing, and legal subjects, combining permanent staff expertise with contributions from distinguished guest writers who are authorities in their respective fields.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Carefully cited and credible commentaries formatted and indexed for efficient analysis
Product overview1 text field

SARMA is an informational content publishing website that provides educational articles and guides on financial topics, primarily focused on precious metals investing, Gold IRAs, retirement planning, and related financial guidance. The site publishes articles on various topics including eCommerce software, medical billing services, and legal services, but does not offer a distinct software product or technology platform. Content is published under the SARMA brand and includes articles on setting up Gold IRAs, choosing custodians, portfolio diversification, and economic hedging strategies.

Scale indicator1 record

Each record includes

Type, Value, Description, Source

Partnership1 partner
1Distinguished Guest Writers
Strategic tierMinorTypeOthers
Description

SARMA partners with distinguished guest writers who are authorities in their respective fields to contribute to their research and analysis content. These contributors provide expertise complementing the organization's permanent staff.

sarma.org
Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Peers8 records
TypeBroad incumbent
Description

CFA Institute is the global professional association for investment professionals, issuing the CFA charter and publishing investment research standards. It is comparable to SARMA because both are professional associations in the investment/security analysis domain, though CFA Institute operates at vastly greater scale with formal credentialing.

TypeEmerging player
Description

Seeking Alpha is a crowdsourced investment research platform with a contributor network publishing analysis on stocks, ETFs, and retirement topics. It is comparable to SARMA because both rely on contributor-driven content for retail investors, though Seeking Alpha operates a much larger paid-subscriber base.

TypeBroad incumbent
Description

Morningstar is a leading investment research and data provider serving individual and institutional investors with analysis, ratings, and portfolio tools. It is comparable because both publish investment research content for retail investors, though Morningstar operates as a large commercial incumbent with proprietary data and analytics products.

TypeDirect peer
Description

NAPFA is a non-profit professional association of fee-only financial advisors focused on fiduciary financial planning. It is comparable because SARMA presents itself as a similar non-profit professional association serving financial decision-makers, though NAPFA's credentialing and member benefits are substantially more developed.

TypeDirect peer
Description

AAII is a non-profit independent membership organization providing investment education, research, and tools to individual investors. It is the closest structural peer to SARMA — both are non-profit associations serving individual investors with research and educational content, though AAII operates at substantially greater scale with established dues-based membership.

TypeBroad incumbent
Description

Investopedia is a large-scale financial education publisher covering investing, retirement, and personal finance. It is comparable to SARMA because both operate content-led, advertising/subscription-supported financial education models targeting individual investors, though Investopedia has vastly greater scale, brand recognition, and editorial depth.

TypeOthers
Description

Goldco is a leading Gold IRA and precious metals company that heavily invests in educational content marketing around Gold IRAs. It is comparable because SARMA's flagship content links directly to Goldco and covers the same Gold IRA topic, making Goldco both a likely commercial partner and a content competitor.

TypeEmerging player
Description

The Motley Fool is a financial media company providing investment advice, stock recommendations, and retirement guidance to retail investors. It is comparable because both publish educational and investment-adjacent content targeting individual investors, though The Motley Fool operates a much larger subscription business.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat2 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers2 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

SARMA-Security Analysis and Risk Management Association

Professional Association Research and Analysis Servicessarma.org

SARMA is a non-profit-registered content publishing website built on WordPress that publishes SEO-oriented educational articles on Gold IRAs, precious metals investing, eCommerce platforms, and healthcare software for individual investors and corporate clients.

What SARMA-Security Analysis and Risk Management Association does

SARMA-Security Analysis and Risk Management Association presents itself in firmographics as a non-profit professional association serving security risk analysis practitioners, founded in 2007 in Arlington, US. The actual operational footprint documented in the source data, however, is a content publishing website at sarma.org built on a standard WordPress CMS, with no proprietary technology, no app, no API, and no integrations disclosed. The site's published editorial focuses primarily on precious-metals investing and Gold IRAs, with secondary coverage of eCommerce platform selection, medical billing and healthcare practice software, and legal topics — content produced by permanent staff augmented by an unnamed network of guest contributors.

The organization describes its offering as "research and analysis services" with a subscription/recurring revenue model, though no pricing, contract terms, or subscriber counts are publicly disclosed. The go-to-market motion is content-led: educational articles and categorized archives drive organic traffic to corporate clients and individual investors, with no documented sales motion, partnerships, or distribution agreements beyond the contributor network. No funding rounds, M&A activity, leadership roster, ownership structure, certifications, patents, awards, or regulatory actions are disclosed in the available data, and the gap between the "professional association" framing and the Gold IRA content positioning is notable and unresolved by the sources provided.

There is a clear mismatch between the organization's stated mission (security risk analysis professional association) and its actual web presence (SEO-oriented financial and business-technology content site), which represents a material diligence data point. Headcount is not disclosed; scale is characterized as "Not disclosed" with only the existence of "permanent staff" alongside guest writers confirmed.

SARMA-Security Analysis and Risk Management Association firmographics

Firmographics
Name
SARMA-Security Analysis and Risk Management Association
Legal name
SARMA
Website
https://sarma.org
Company type
Private
Founded year
2007
Operating status
Operating
Headcount range
501–1,000 employees
Short description
SARMA is a non-profit-registered content publishing website built on WordPress that publishes SEO-oriented educational articles on Gold IRAs, precious metals investing, eCommerce platforms, and healthcare software for individual investors and corporate clients.
Ownership category
akta.pro rank

SARMA-Security Analysis and Risk Management Association industry classification

Industry
Product category
Professional Association Research and Analysis Services
NAICS
Portfolio Management and Investment Advice (523940), Business Associations (813910)
SIC
Investment Advice (6282), Services-Membership Organizations (8600)
akta.pro primary industry
Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

  • Nonprofit professional association
  • Security risk analysis
  • Financial research commentary
  • Retirement planning content
  • Precious metals investing

Where SARMA-Security Analysis and Risk Management Association is headquartered

Location

Headquarters

HQ city
Arlington
HQ country
United States
HQ region
North America

Markets served

SARMA-Security Analysis and Risk Management Association business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

  1. Research and Analysis Services: SARMA provides research and analysis services to corporate clients and individual concerns. The organization conducts deep research and publishes educational content on financial topics, investment strategies, and business technology platforms.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

SARMA-Security Analysis and Risk Management Association product offering

Product offering

Core offering

SARMA is a non-profit professional association that publishes educational research and analysis content on financial topics, investment strategies, and business technology for corporate clients and individual investors. The organization covers topics including Gold IRAs, precious metals investing, retirement planning, eCommerce platforms, healthcare/medical billing, and legal subjects, combining permanent staff expertise with contributions from distinguished guest writers who are authorities in their respective fields.

Product overview

SARMA is an informational content publishing website that provides educational articles and guides on financial topics, primarily focused on precious metals investing, Gold IRAs, retirement planning, and related financial guidance. The site publishes articles on various topics including eCommerce software, medical billing services, and legal services, but does not offer a distinct software product or technology platform. Content is published under the SARMA brand and includes articles on setting up Gold IRAs, choosing custodians, portfolio diversification, and economic hedging strategies.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

  • Carefully cited and credible commentaries formatted and indexed for efficient analysis

Companies that use SARMA-Security Analysis and Risk Management Association

Customer profile

Named customers2 records

Segments4 records

Ideal customer profiles2 records

SARMA-Security Analysis and Risk Management Association technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

SARMA-Security Analysis and Risk Management Association partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Distinguished Guest WritersminorOthersSARMA partners with distinguished guest writers who are authorities in their respective fields to contribute to their research and analysis content. These contributors provide expertise complementing the organization's permanent staff.

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

SARMA-Security Analysis and Risk Management Association competitors and assessment

Company assessment

Broad incumbents

  • CFA Institute: CFA Institute is the global professional association for investment professionals, issuing the CFA charter and publishing investment research standards. It is comparable to SARMA because both are professional associations in the investment/security analysis domain, though CFA Institute operates at vastly greater scale with formal credentialing.
  • Morningstar: Morningstar is a leading investment research and data provider serving individual and institutional investors with analysis, ratings, and portfolio tools. It is comparable because both publish investment research content for retail investors, though Morningstar operates as a large commercial incumbent with proprietary data and analytics products.
  • Investopedia: Investopedia is a large-scale financial education publisher covering investing, retirement, and personal finance. It is comparable to SARMA because both operate content-led, advertising/subscription-supported financial education models targeting individual investors, though Investopedia has vastly greater scale, brand recognition, and editorial depth.

Emerging players

  • Seeking Alpha: Seeking Alpha is a crowdsourced investment research platform with a contributor network publishing analysis on stocks, ETFs, and retirement topics. It is comparable to SARMA because both rely on contributor-driven content for retail investors, though Seeking Alpha operates a much larger paid-subscriber base.
  • The Motley Fool: The Motley Fool is a financial media company providing investment advice, stock recommendations, and retirement guidance to retail investors. It is comparable because both publish educational and investment-adjacent content targeting individual investors, though The Motley Fool operates a much larger subscription business.

Direct peers

  • NAPFA (National Association of Personal Financial Advisors): NAPFA is a non-profit professional association of fee-only financial advisors focused on fiduciary financial planning. It is comparable because SARMA presents itself as a similar non-profit professional association serving financial decision-makers, though NAPFA's credentialing and member benefits are substantially more developed.
  • American Association of Individual Investors (AAII): AAII is a non-profit independent membership organization providing investment education, research, and tools to individual investors. It is the closest structural peer to SARMA — both are non-profit associations serving individual investors with research and educational content, though AAII operates at substantially greater scale with established dues-based membership.

Others

  • Goldco: Goldco is a leading Gold IRA and precious metals company that heavily invests in educational content marketing around Gold IRAs. It is comparable because SARMA's flagship content links directly to Goldco and covers the same Gold IRA topic, making Goldco both a likely commercial partner and a content competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

SARMA-Security Analysis and Risk Management Association social profiles

Digital presence

SARMA-Security Analysis and Risk Management Association financial estimates

Financial estimate

Revenue estimate

Valuation estimate

SARMA-Security Analysis and Risk Management Association leadership team

Management profile

Number of profiles

SARMA-Security Analysis and Risk Management Association funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

SARMA-Security Analysis and Risk Management Association M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SARMA-Security Analysis and Risk Management Association

What does SARMA-Security Analysis and Risk Management Association do?

SARMA is a non-profit professional association that publishes educational research and analysis content on financial topics, investment strategies, and business technology for corporate clients and individual investors. The organization covers topics including Gold IRAs, precious metals investing, retirement planning, eCommerce platforms, healthcare/medical billing, and legal subjects, combining permanent staff expertise with contributions from distinguished guest writers who are authorities in their respective fields.

Is SARMA-Security Analysis and Risk Management Association a public or private company?

SARMA-Security Analysis and Risk Management Association is a private company. It is classified as nonprofit foundation owned and is currently operating.

When was SARMA-Security Analysis and Risk Management Association founded?

SARMA-Security Analysis and Risk Management Association was founded in 2007. It employs 501 to 1,000 people.

Where is SARMA-Security Analysis and Risk Management Association based?

SARMA-Security Analysis and Risk Management Association is headquartered in Arlington, United States, in the North America region.

How does SARMA-Security Analysis and Risk Management Association make money?

One revenue line is on record: research and Analysis Services.

Who are SARMA-Security Analysis and Risk Management Association's main competitors?

Broad incumbents on record are CFA Institute, Morningstar and Investopedia. Emerging players are Seeking Alpha and The Motley Fool. Direct peers are NAPFA (National Association of Personal Financial Advisors) and American Association of Individual Investors (AAII). Goldco is listed as an others.

Does SARMA-Security Analysis and Risk Management Association have an API?

No public API is recorded for SARMA-Security Analysis and Risk Management Association.

What industry is SARMA-Security Analysis and Risk Management Association in?

SARMA-Security Analysis and Risk Management Association's product category is Professional Association Research and Analysis Services. Its primary akta.pro industry code is FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 523940 and its SIC code is 6282.

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