The Ellis Group
- Company typePrivate
- Founded1995
- HeadquartersPalmer, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
The Ellis Group firmographics
Firmographics- Name
- The Ellis Group
- Legal name
- The Ellis Group, Inc.
- Website
- https://ellis-grp.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where The Ellis Group is headquartered
LocationHeadquarters
- HQ city
- Palmer
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Ellis Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Planning and Advisory Fees: The firm offers comprehensive financial planning services, wealth management, retirement planning, estate planning, and insurance advisory. Revenue is generated through fee-based advisory arrangements and/or commissions on financial products (insurance, investment products) sold to clients through their relationship with Osaic Wealth, Inc. member FINRA/SIPC.
- Investment Management Fees: Wealth management services generating returns commensurate with clients' risk tolerance. Professional investment management may provide access to traditional and alternative investment classes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Personalized financial advisory services tailored to individual client needs and complexity |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
The Ellis Group product offering
Product offeringCore offering
The Ellis Group is an independent financial advisory firm that provides comprehensive financial planning, wealth management, retirement planning, estate planning, and insurance advisory services to individuals and families. Securities and investment advisory services are delivered through its affiliation with Osaic Wealth, Inc. (member FINRA/SIPC), and the firm supplements its advisory practice with a branded mobile app and educational resource center.
Product overview
The Ellis Group is a financial services firm offering a unified suite of advisory services including Financial Planning, Wealth Management, Retirement Planning, Estate Planning, and Insurance Services. The firm operates as a holistic advisory practice, working collaboratively as a team to address all elements of clients' financial pictures. A companion mobile application for iPhone and Android complements the service-based offerings.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning service that helps individual clients establish life goals, determine assets and liabilities, evaluate their current financial position, and develop and implement plans with ongoing monitoring.
- Wealth Management Investment portfolio management service that creates diversification based on individual client goals and risk tolerance, providing access to traditional and alternative investment classes.
- Retirement Planning Retirement planning service covering retirement income strategy development, 401(k) and IRA optimization, Social Security claiming advice, tax minimization strategies, and retirement income stream creation.
- Estate Planning Estate preservation and wealth transfer planning service, including trust guidance, beneficiary coordination, and assistance navigating estate and tax laws.
- Insurance Services Insurance evaluation and advisory services to help clients determine appropriate coverage for family protection, charitable giving, and retirement tax-advantaged strategies.
- The Ellis Group Mobile App Mobile application for iPhone and Android devices enabling clients of The Ellis Group to access firm resources and information on the go.
Companies that use The Ellis Group
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
The Ellis Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Ellis Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Osaic Wealth, Inc.coreOsaic Wealth, Inc. is a member of FINRA/SIPC and serves as the broker-dealer and registered investment advisory platform for The Ellis Group. All securities and investment advisory services are offered through this partnership, providing regulatory oversight, custody services, and access to investment products and platforms.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
The Ellis Group competitors and assessment
Company assessmentMarket position
Weaknesses5 records
Competitive moat4 records
Customer concentration
The Ellis Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Ellis Group leadership team
Management profileNumber of profiles
Profiles3 records
The Ellis Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Ellis Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Ellis Group
What does The Ellis Group do?
The Ellis Group is an independent financial advisory firm that provides comprehensive financial planning, wealth management, retirement planning, estate planning, and insurance advisory services to individuals and families. Securities and investment advisory services are delivered through its affiliation with Osaic Wealth, Inc. (member FINRA/SIPC), and the firm supplements its advisory practice with a branded mobile app and educational resource center.
Is The Ellis Group a public or private company?
The Ellis Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Ellis Group founded?
The Ellis Group was founded in 1995. It employs 1 to 10 people.
Where is The Ellis Group based?
The Ellis Group is headquartered in Palmer, United States, in the North America region.
How does The Ellis Group make money?
Two revenue lines are on record. Financial Planning and Advisory Fees are the primary driver. The others are investment Management Fees.
Does The Ellis Group have an API?
No public API is recorded for The Ellis Group.