The Benchmark Group

What The Benchmark Group does

The Benchmark Group is a privately held, small-scale financial services firm headquartered in Voorhees, New Jersey, founded in 1998. According to its stated firmographic profile, the company offers four service lines: wealth planning, investment banking, insurance, and financial services — a bundled offering that spans individual/HNW advisory work (wealth planning, insurance) and corporate/transactional work (investment banking).

The firm is structured as a for-profit private company with a headcount in the 1-10 range, indicating a boutique operating model rather than a scaled platform business. No management team, ownership structure, customer base, pricing model, product details, partnerships, regulatory actions, or M&A activity are disclosed in the available data. The firm's web presence at thebenchmarkgroup.net consists of a bare Apache directory listing (last modified January 15, 2025) with no substantive content, marketing copy, or product information — suggesting either an intentionally minimal digital footprint or a lapse in web operations.

No revenue, funding, headcount trend, geographic footprint beyond Voorhees, or competitive positioning is disclosed. There is no evidence of proprietary technology, AI/ML capabilities, app surfaces, or third-party integrations. Given the data limitations, the company's revenue mechanics cannot be triangulated beyond the inference typical of a 1-10 person financial advisory practice, and any assessment of strategic direction, customer concentration, or growth trajectory must be flagged as data-insufficient rather than inferred.

Name

The Benchmark Group

Website

https://thebenchmarkgroup.net

Company type

Private

Founded year

1998

Headcount range

1–10 employees

Short description

The Benchmark Group is a privately held boutique financial services firm in Voorhees, New Jersey, founded in 1998, offering wealth planning, investment banking, insurance, and financial services to individual and corporate clients with a 1-10 person team.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Finance and Insurance (52)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth planning
• Investment banking
• Insurance services
• Financial advisory
• Private wealth management

Headquarters

HQ city

Voorhees

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

The Benchmark Group provides wealth planning, investment banking, insurance, and broader financial services to its clients. The firm advises on personal financial planning as well as corporate investment banking engagements, and supplies insurance products as part of its integrated offering.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning
• Investment Banking
• Insurance Services
• Financial Services

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Regional players

• Boenning & Scattergood: Mid-Atlantic-based private investment bank and wealth manager offering advisory, capital raising, and asset management. Directly comparable regional multi-line financial services firm to The Benchmark Group.
• Ladenburg Thalmann: Diversified financial services holding company with independent advisory and insurance brokerage subsidiaries. Comparable multi-line wealth and insurance platform, though at greater scale.

Broad incumbents

• Oppenheimer & Co. Full-service investment bank and wealth manager with insurance, advisory, and capital markets capabilities. Similar multi-line private financial services model.
• Stifel Financial: Large full-service brokerage and investment bank offering wealth management, capital raising, and advisory services. Comparable multi-line financial services platform targeting HNW and middle-market clients.
• Robert W. Baird: Private, employee-owned financial services firm providing wealth management, investment banking, and asset management. Operates a multi-line platform analogous to The Benchmark Group's stated offerings.
• Raymond James Financial: Diversified financial services firm with wealth management, investment banking, and insurance services. Operates a similar multi-line model to The Benchmark Group but at vastly greater scale.
• Janney Montgomery Scott: Mid-Atlantic-headquartered full-service wealth management and investment banking firm. Comparable to The Benchmark Group in offering wealth advisory, capital markets, and insurance-adjacent services to individuals and middle-market clients.
• Cambridge Investment Research: Independent broker-dealer supporting financial advisors with wealth planning, investment, and insurance solutions. Comparable independent wealth advisory model serving individual clients.
• B. Riley Financial: Diversified financial services firm with investment banking, wealth management, and financial consulting capabilities. Comparable multi-line financial services platform.
• Cetera Financial Group: Independent advisor-focused wealth platform offering financial planning, investment advisory, and insurance support. Comparable to The Benchmark Group's wealth and insurance services stack at a much larger scale.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat1 record

Key risks4 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/the-benchmark-group-inc.

Revenue estimate

Valuation estimate

Number of profiles

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 The Benchmark Group