What Snapdragon Inc. does

Snapdragon Inc. is a privately held financial advisory firm incorporated and headquartered in the United States at 123 Wall St., Suite 100, New York, NY 10001, with a secondary footprint indicator at Solbergtun 30 in Norway. The firm offers four core advisory services delivered by a small team: Mortgage Strategy (including pre-qualification support and posted mortgage rates), Personal Loan Advice, Retirement Planning, and Investment Strategy. Its customer base is individual consumers seeking guidance on loans, retirement, and investments, served through a direct-to-consumer, sales-led model in which prospects reach the firm via phone (646.123.5744 in the U.S. and +47 912 45 106 in Norway) and website call-to-actions such as 'Get Prequalified.'

The firm operates as a traditional advisory practice rather than a technology platform. No proprietary software, AI/ML systems, APIs, mobile application, or integrations are disclosed. Revenue mechanics are not publicly itemized but would typically consist of fees, commissions, or assets-under-management charges consistent with a professional-services financial advisory. Pricing, fee schedules, AUM, and client counts are not publicly disclosed; the homepage headline statistics for 'Billion Dollars Managed,' 'Happy Clients,' 'Years in Business,' and 'Team Members' are unfilled placeholders, and the website contains Weebly template default text (e.g., 'Edit this text and tell your site visitors who you are'), indicating that marketing and disclosure infrastructure is still in template-build state rather than fully populated.

Three named professionals are visible on the public team page: Sandra Taylor (Financial advisor), Wilson Shin (Mortgage broker), and Carl Clapton (Financial advisor). The company has no disclosed funding rounds, no patents or trademarks, no awards or regulatory actions, no partnerships, and no M&A activity. Distribution is purely direct advisory with no intermediary or digital product channel, and marketing is limited to the company's Weebly-hosted website and direct phone contact. The overall evidence base is thin and largely template-driven, which constrains the conclusions that can be drawn about scale, traction, and operating sophistication.

Name

Snapdragon Inc.

Legal name

Snapdragon Inc.

Website

https://snapdragoninc.weebly.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Snapdragon Inc. is a privately held U.S. financial advisory firm based in New York that offers mortgage, personal loan, retirement, and investment advisory services to individual consumers via a small in-house advisor team.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), Mortgage and Nonmortgage Loan Brokers (522310)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Retirement Benefits & Social Security/Medicare Planning (FSAEABAI)

akta.pro secondary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Financial advisory services
• Mortgage brokering
• Retirement planning
• Investment strategy
• Personal loan advice

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Financial Advisory Services: Revenue generated through financial advisory and planning services including personal loan advice, retirement planning, investment strategy, and mortgage brokering. Likely operates on fee-based, commission, or AUM (assets under management) model typical of financial advisory firms.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Snapdragon Inc. is a privately held financial advisory firm providing individuals with mortgage strategy advice (including rate information and pre-qualification support), personal loan advice, retirement planning, and investment strategy guidance. Services are delivered directly by a small team of financial advisors and a mortgage broker based in New York, with secondary contact presence in Norway.

Product overview

Snapdragon Inc. is a financial advisory firm offering a unified set of financial planning services under one roof. The company provides four core service offerings: Mortgage Strategy (including mortgage rate information and pre-qualification), Personal Loan Advice, Retirement Planning, and Investment Strategy. These services are delivered through their team of financial advisors and mortgage brokers to help clients achieve financial freedom.

Differentiator

Problem solved

Functional benefit

Products and services

• Mortgage Strategy

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves3 records

Expansion highlights3 records

Emerging players

• Betterment: Digital wealth management and retirement advisory platform. Comparable to Snapdragon's investment strategy and retirement planning offerings, but delivered via a low-cost automated platform.
• Wealthfront: Automated investment advisory with retirement planning focus. Comparable to Snapdragon's retirement and investment strategy services, but built on a scalable software platform rather than human advisors.
• SoFi: Digital personal finance platform combining lending, investment, and retirement products for individual consumers. Comparable to Snapdragon's bundled personal loan, mortgage, and investment offerings, but delivered through a scaled fintech platform.

Direct peers

• loanDepot: National mortgage origination and consumer lending platform. Comparable to Snapdragon's mortgage brokering and personal loan services, though at vastly larger scale and with direct lending capability.
• Rocket Mortgage: Largest U.S. mortgage originator with strong direct-to-consumer digital funnel. Comparable to Snapdragon's mortgage pre-qualification CTA and consumer-first distribution model.

Broad incumbents

• Ameriprise Financial: Diversified financial advisory firm serving individual consumers with holistic planning, investment, and lending-adjacent services. Closest scaled analog to Snapdragon's all-in-one personal financial advisory model.
• Northwestern Mutual: Large U.S. financial advisory and insurance provider combining wealth management, retirement, and lending-oriented advice. Comparable to Snapdragon's bundled advisory offering for individuals.
• Edward Jones: National network of local financial advisors providing investment, retirement, and mortgage-adjacent services to individual consumers. Closest scaled analog to a small local advisory practice like Snapdragon.
• Raymond James Financial: Diversified financial services firm with a large independent advisor channel offering investment, retirement, and lending solutions. Comparable to Snapdragon's multi-product advisory model but at enterprise scale.
• Charles Schwab: Diversified brokerage and advisory firm offering investment management and retirement planning directly to consumers. Comparable to Snapdragon's investment strategy and retirement offerings, with both human and digital channels.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat1 record

Key risks6 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 Snapdragon Inc.