Endeavor Financial Planning

Financial Planning Servicesendeavorfp.com

Endeavor Financial Planning is a privately held, small (1-10 employee) financial advisory practice in Melville, NY, offering cash flow management, asset allocation, tax, and estate planning services to individual clients and families.

Company typePrivate
Founded-
HeadquartersMelville, United States
Headcount1–10
GTM typeB2C
OfferingServices

Endeavor Financial Planning firmographics

Firmographics

Name: Endeavor Financial Planning
Website: https://endeavorfp.com
Company type: Private
Operating status: Operating
Headcount range: 1–10 employees
Short description: Endeavor Financial Planning is a privately held, small (1-10 employee) financial advisory practice in Melville, NY, offering cash flow management, asset allocation, tax, and estate planning services to individual clients and families.
Ownership category
akta.pro rank

Endeavor Financial Planning industry classification

Industry

Product category: Financial Planning Services
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro industry: PRIMARYFSAEAAAA
Comprehensive Financial Planning
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
SECONDARYFSAAACAB
Financial Planning–Led RIAs
Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers
SECONDARYFSAEAAAC
Portfolio Construction & Asset Allocation Advisory
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
SECONDARYFSAEAAAG
Estate & Legacy Planning Advisory
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
SECONDARYFSAEAAAH
Financial Coaching & Budgeting Advisory
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

Financial planning services
Cash flow management
Asset allocation
Tax planning
Estate planning

Where Endeavor Financial Planning is headquartered

Location

Headquarters

HQ city: Melville
HQ country: United States
HQ region: North America

Markets served

Endeavor Financial Planning business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales

Endeavor Financial Planning product offering

Product offering

Core offering

Endeavor Financial Planning is a small private financial services firm that delivers personalized financial planning to individual clients. Its core offerings include cash flow management, asset allocation, tax planning, and estate planning. The firm operates an online client portal hosted on the Twenty Over Ten platform to support client account access and communications.

Differentiator

Problem solved

Functional benefit

Products and services

Cash Flow Management
Asset Allocation
Tax Planning
Estate Planning

Companies that use Endeavor Financial Planning

Customer profile

Ideal customer profiles1 record

Endeavor Financial Planning technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Endeavor Financial Planning competitors and assessment

Company assessment

Direct peers

Wealthspire Advisors: National RIA providing comprehensive financial planning, investment management, tax, and estate services to households and individuals. Operates in a similar size and service category as Endeavor, with comparable full-scope planning value proposition.
Betterment: Leading robo-advisor offering automated portfolio management, cash flow tools, and tax-loss harvesting. Competes directly with Endeavor's asset allocation and cash flow management offerings, particularly for younger mass-affluent prospects.
Personal Capital (now Empower Personal Dashboard): Hybrid robo-advisor and human advisor firm offering comprehensive financial planning, asset allocation, and retirement/estate planning. Closely comparable service mix to Endeavor, serving a similar mass-affluent to HNW client segment.
Wealthfront: Automated investment advisor providing portfolio construction, asset allocation, and cash management. Competes with Endeavor for mass-affluent clients seeking low-cost asset allocation, though lacks bespoke tax and estate planning.

Broad incumbents

Focus Financial Partners: PE-backed (KKR) partnership of independent RIAs; both a roll-up acquirer of firms like Endeavor and a competitor whose member firms offer comparable comprehensive planning, tax, and estate services.
Fisher Investments: Large independent RIA specializing in portfolio management for high-net-worth clients. Comparable in offering asset allocation and wealth management, though more investment-centric than Endeavor's broader planning scope.
Edelman Financial Engines: Large independent RIA providing comprehensive financial planning, asset management, tax, and estate services. Comparable scope to Endeavor but at vastly greater scale with hundreds of advisors nationwide.
Cetera Financial Group: Large IBD/RIA platform supporting thousands of independent financial advisors who offer comprehensive planning services. Many small RIAs like Endeavor either join Cetera's network or compete against its affiliated advisors.

Emerging players

Facet Wealth: Digital-first financial planning firm offering comprehensive planning (cash flow, tax, retirement, estate) at a flat subscription fee. Directly comparable to Endeavor in service scope but operates at much larger scale via a remote advisor model.

Regional players

Sessa & Associates / Local Long Island RIAs: Local independent RIAs and wealth management firms operating in the Long Island / New York metropolitan market offering comparable cash flow, tax, and estate planning services to affluent local households.

Market position

Customer concentration

Endeavor Financial Planning financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Endeavor Financial Planning leadership team

Management profile

Number of profiles

Endeavor Financial Planning funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Endeavor Financial Planning 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 Endeavor Financial Planning

What does Endeavor Financial Planning do?

Is Endeavor Financial Planning a public or private company?

Endeavor Financial Planning is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Endeavor Financial Planning founded?

Endeavor Financial Planning was founded in -1. It employs 1 to 10 people.

Where is Endeavor Financial Planning based?

Endeavor Financial Planning is headquartered in Melville, United States, in the North America region.

Who are Endeavor Financial Planning's main competitors?

Direct peers on record are Wealthspire Advisors, Betterment, Personal Capital (now Empower Personal Dashboard) and Wealthfront. Broad incumbents are Focus Financial Partners, Fisher Investments, Edelman Financial Engines and Cetera Financial Group. Facet Wealth is listed as an emerging player. Sessa & Associates / Local Long Island RIAs is listed as a regional player.

Does Endeavor Financial Planning have an API?

No public API is recorded for Endeavor Financial Planning.

What industry is Endeavor Financial Planning in?

Endeavor Financial Planning's product category is Financial Planning Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.