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Blackgem Advisors

Full company profile

uuid002sprz

Namestring
Blackgem Advisors
Legal namestring
Blackgem Advisors
Company typeenum
Private
Founded yearstring
-
Descriptiontext

Blackgem Advisors is a small private advisory firm headquartered in Clayton, Missouri (within the St. Louis metro), operating with a headcount of 1-10 employees. According to firmographic data, the firm offers financial planning, consulting, investment management, and retirement planning services, while the company's own website and product-overview sources describe it as a consulting/advisory practice that helps organizations "transform and innovate to maximize business potential" through "results-driven approaches to business transformation." These two characterizations reflect an ambiguity in the public source material between a personal-financial-advisory practice and an organizational consulting practice.

The firm is led by Jackie Yoon in the combined role of CEO & Managing Principal, indicating a principal-led operating model typical of boutique advisory shops. No products, services modules, technology platforms, or named methodologies are disclosed; the firm's public surface consists of a Squarespace-hosted website with minimal informational content (tagline, contact email [email protected], and a Clayton, MO location). No proprietary technology, integrations, APIs, or data assets are referenced.

The business model is undisclosed: no pricing, no revenue model detail, no customer segments, no named clients, and no partnerships or alliances are present in the source material. The firm operates privately with no funding rounds, no parent company, no subsidiaries, and no ownership commentary available. Given the absence of disclosed revenue, headcount trend data, product launches, or capital formation, the firm's economic scale and commercial mechanics cannot be triangulated from the available evidence.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersSt Louis, United States
HQ citystring
St Louis
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
management consulting, financial advisory, investment management, retirement planning, business transformation
Industry3 codes
PRIMARYFSAEAAAO
Business Owner & Executive Financial Planning
SECONDARYBPAHADAB
Corporate Finance & Capital Advisory
SECONDARYFSAAABAD
Advisory Portfolio Management (Non-Discretionary)
Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Management Consulting Services54161
SIC code2 codes
  • Investment Advice6282
  • Services-Management Consulting Services8742
Product category
Management Consulting and Financial Advisory
Cost components3 values
Personnel, Operations, Marketing or Sales
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Blackgem Advisors provides financial planning, consulting, investment management, and retirement planning services to organizations. The firm positions itself to help clients innovate and maximize their business potential through an approach that transforms organizations with informed, results-driven guidance.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Blackgem Advisors is a consulting/advisory firm that helps organizations transform and innovate to maximize business potential. The company delivers results-driven approaches to business transformation. No specific product names, modules, or technology offerings are named in the provided source data.

Product and service4 records
1Financial Planning
CategoryFinancial Advisory
Description

Financial planning service for organizations and clients seeking structured guidance on managing their financial position and future.

2Consulting Services
CategoryManagement Consulting
Description

Strategic consulting service aimed at transforming organizations and delivering results through informed, confident advisory approaches.

3Investment Management
CategoryInvestment Management
Description

Investment management service for clients seeking professional oversight of their investment portfolios.

4Retirement Planning
CategoryRetirement Planning
Description

Retirement planning service for clients seeking structured guidance on retirement readiness and benefits planning.

Recent move2 records

Each record includes

Date, Type, Title, Description, Source

Peers8 records
TypeRegional player
Description

St. Louis-based RIA providing financial planning, investment management and retirement planning — same geography and same core wealth services as Blackgem.

TypeDirect peer
Description

Comprehensive financial advisory firm delivering financial planning, investment management and business consulting to financial advisors and clients — closest match to Blackgem's integrated wealth + advisory positioning.

TypeBroad incumbent
Description

Large-scale U.S. RIA offering financial planning, investment management and retirement advisory — overlap with Blackgem's wealth services as a broader incumbent in the same category.

TypeBroad incumbent
Description

Top-tier management consulting firm advising on organizational transformation and performance improvement — comparable to Blackgem's business-transformation consulting services at global scale.

TypeBroad incumbent
Description

Large asset-management firm focused on investment management and portfolio advisory for HNW individuals — overlapping with Blackgem's investment management offering at much larger scale.

TypeDirect peer
Description

RIA focused on financial planning and investment management for business owners and HNW clients — directly comparable owner-operator wealth advisory niche.

TypeDirect peer
Description

National wealth advisory platform offering financial planning, investment management and consulting-style family-office services — directly comparable full-service offering.

TypeDirect peer
Description

Large U.S. RIA providing financial planning, investment management and retirement planning — directly comparable services to Blackgem's wealth advisory line, though at far greater scale.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat1 record

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

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
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

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 →

Blackgem Advisors

Management Consulting and Financial Advisoryblackgemadvisors.com

What Blackgem Advisors does

Blackgem Advisors is a small private advisory firm headquartered in Clayton, Missouri (within the St. Louis metro), operating with a headcount of 1-10 employees. According to firmographic data, the firm offers financial planning, consulting, investment management, and retirement planning services, while the company's own website and product-overview sources describe it as a consulting/advisory practice that helps organizations "transform and innovate to maximize business potential" through "results-driven approaches to business transformation." These two characterizations reflect an ambiguity in the public source material between a personal-financial-advisory practice and an organizational consulting practice.

The firm is led by Jackie Yoon in the combined role of CEO & Managing Principal, indicating a principal-led operating model typical of boutique advisory shops. No products, services modules, technology platforms, or named methodologies are disclosed; the firm's public surface consists of a Squarespace-hosted website with minimal informational content (tagline, contact email [email protected], and a Clayton, MO location). No proprietary technology, integrations, APIs, or data assets are referenced.

The business model is undisclosed: no pricing, no revenue model detail, no customer segments, no named clients, and no partnerships or alliances are present in the source material. The firm operates privately with no funding rounds, no parent company, no subsidiaries, and no ownership commentary available. Given the absence of disclosed revenue, headcount trend data, product launches, or capital formation, the firm's economic scale and commercial mechanics cannot be triangulated from the available evidence.

Blackgem Advisors firmographics

Firmographics
Name
Blackgem Advisors
Legal name
Blackgem Advisors
Website
https://blackgemadvisors.com
Company type
Private
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Blackgem Advisors industry classification

Industry
Product category
Management Consulting and Financial Advisory
NAICS
Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)
SIC
Investment Advice (6282), Services-Management Consulting Services (8742)
akta.pro industry
PRIMARYFSAEAAAO
Business Owner & Executive Financial Planning
SECONDARYBPAHADAB
Corporate Finance & Capital Advisory
SECONDARYFSAAABAD
Advisory Portfolio Management (Non-Discretionary)
Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

Keywords

  • Management consulting
  • Financial advisory
  • Investment management
  • Retirement planning
  • Business transformation

Where Blackgem Advisors is headquartered

Location

Headquarters

HQ city
St Louis
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Blackgem Advisors business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales

Blackgem Advisors product offering

Product offering

Core offering

Blackgem Advisors provides financial planning, consulting, investment management, and retirement planning services to organizations. The firm positions itself to help clients innovate and maximize their business potential through an approach that transforms organizations with informed, results-driven guidance.

Product overview

Blackgem Advisors is a consulting/advisory firm that helps organizations transform and innovate to maximize business potential. The company delivers results-driven approaches to business transformation. No specific product names, modules, or technology offerings are named in the provided source data.

Differentiator

Problem solved

Functional benefit

Products and services

  • Financial Planning Financial planning service for organizations and clients seeking structured guidance on managing their financial position and future.
  • Consulting Services Strategic consulting service aimed at transforming organizations and delivering results through informed, confident advisory approaches.
  • Investment Management Investment management service for clients seeking professional oversight of their investment portfolios.
  • Retirement Planning Retirement planning service for clients seeking structured guidance on retirement readiness and benefits planning.

Companies that use Blackgem Advisors

Customer profile

Ideal customer profiles1 record

Blackgem Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Blackgem Advisors partnerships and signals

Strategic signal

Recent moves2 records

Blackgem Advisors competitors and assessment

Company assessment

Regional players

  • Moneta Group: St. Louis-based RIA providing financial planning, investment management and retirement planning — same geography and same core wealth services as Blackgem.

Direct peers

  • Carson Group: Comprehensive financial advisory firm delivering financial planning, investment management and business consulting to financial advisors and clients — closest match to Blackgem's integrated wealth + advisory positioning.
  • Buckingham Wealth Partners: RIA focused on financial planning and investment management for business owners and HNW clients — directly comparable owner-operator wealth advisory niche.
  • Mariner Wealth Advisors: National wealth advisory platform offering financial planning, investment management and consulting-style family-office services — directly comparable full-service offering.
  • Creative Planning: Large U.S. RIA providing financial planning, investment management and retirement planning — directly comparable services to Blackgem's wealth advisory line, though at far greater scale.

Broad incumbents

  • Edelman Financial Engines: Large-scale U.S. RIA offering financial planning, investment management and retirement advisory — overlap with Blackgem's wealth services as a broader incumbent in the same category.
  • Bain & Company: Top-tier management consulting firm advising on organizational transformation and performance improvement — comparable to Blackgem's business-transformation consulting services at global scale.
  • Fisher Investments: Large asset-management firm focused on investment management and portfolio advisory for HNW individuals — overlapping with Blackgem's investment management offering at much larger scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat1 record

Key risks5 records

Key highlights4 records

Customer concentration

Blackgem Advisors social profiles

Digital presence

Blackgem Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Blackgem Advisors leadership team

Management profile

Number of profiles

Profiles1 record

Blackgem Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Blackgem Advisors 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 Blackgem Advisors

What does Blackgem Advisors do?

Blackgem Advisors provides financial planning, consulting, investment management, and retirement planning services to organizations. The firm positions itself to help clients innovate and maximize their business potential through an approach that transforms organizations with informed, results-driven guidance.

Is Blackgem Advisors a public or private company?

Blackgem Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Blackgem Advisors founded?

Blackgem Advisors was founded in -1. It employs 1 to 10 people.

Where is Blackgem Advisors based?

Blackgem Advisors is headquartered in St Louis, United States, in the North America region.

Who are Blackgem Advisors's main competitors?

Moneta Group is listed as a regional player. Direct peers are Carson Group, Buckingham Wealth Partners, Mariner Wealth Advisors and Creative Planning. Broad incumbents are Edelman Financial Engines, Bain & Company and Fisher Investments.

Does Blackgem Advisors have an API?

No public API is recorded for Blackgem Advisors.

What industry is Blackgem Advisors in?

Blackgem Advisors's product category is Management Consulting and Financial Advisory. Its primary akta.pro industry code is FSAEAAAO, Business Owner & Executive Financial Planning, with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.

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