Steed
Steed is a private financial services company that provided modern, tech-powered financial advisory and CFO-level services to individuals and businesses. Founded in 2023 in New York, it has been acquired by Accuxel and now operates within Accuxel's CFO Services division.
- Company typePrivate
- Founded2023
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Steed firmographics
Firmographics- Name
- Steed
- Website
- https://steedstrategy.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Steed is a private financial services company that provided modern, tech-powered financial advisory and CFO-level services to individuals and businesses. Founded in 2023 in New York, it has been acquired by Accuxel and now operates within Accuxel's CFO Services division.
- Ownership category
- akta.pro rank
Steed industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Management Consulting Services (8742), Investment Advice (6282)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
Keywords
Where Steed is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Steed business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Steed product offering
Product offeringCore offering
Steed provided financial advisory and CFO-level services for individuals and businesses, delivering a modern, tech-powered experience designed to address the lack of knowledge and access in traditional financial services. Following its acquisition by Accuxel, client services continue to be delivered through Accuxel's CFO Services division.
Differentiator
Problem solved
Functional benefit
Companies that use Steed
Customer profileSegments1 record
Ideal customer profiles1 record
Steed technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Steed competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Creative Planning is one of the largest independent RIA firms in the U.S., providing comprehensive wealth management and CFO-style advisory. It represents the scaled, traditional side of the advisory market Steed sought to disrupt.
- Empower (formerly Personal Capital): Empower is a large, established digital wealth management and personal finance platform combining technology with human advisors. It represents the scaled version of the 'tech-powered advisory' model Steed pursued.
- Betterment: Betterment is an established robo-advisor and digital financial planning platform serving individuals and small businesses. Its automation-first approach represents the scaled incumbent in the modern advisory category.
- Wealthsimple: Wealthsimple is a leading North American digital investment and financial services platform serving individuals and businesses with automated and advisor-led offerings. It competes for the same modern-advisory demand Steed targeted.
Direct peers
- Farther: Farther is a tech-forward financial advisory firm serving individuals and small businesses with a modern, digital-first experience and CFP-led advisors. It is one of the closest direct comparables to Steed's stated positioning.
- Harness Wealth: Harness Wealth is a digital financial advisory platform that connects clients with vetted advisors, emphasizing a modern, tech-enabled alternative to traditional wealth management. Its service model closely mirrors Steed's.
- Facet: Facet combines technology-driven financial planning with access to CFP professionals for individuals and households. It targets the same underserved segment Steed addresses with a modern, flat-fee model.
- Range: Range offers tech-enabled financial planning and wealth management for individuals and couples. Its emphasis on a modern, accessible experience over traditional advisors makes it a comparable peer.
Emerging players
- Boldin (formerly NewRetirement): Boldin is a tech-enabled retirement planning platform that combines software with human advisors. It overlaps with Steed's individual-focused financial planning and tech-driven delivery.
Regional players
- Newfront: Newfront is a modern insurance and financial advisory platform serving businesses and high-net-worth individuals with a tech-led experience. It is comparable for the business-side CFO advisory use case, though primarily operating in the U.S.
Market position
Customer concentration
Steed social profiles
Digital presenceSteed financial estimates
Financial estimateRevenue estimate
Valuation estimate
Steed leadership team
Management profileNumber of profiles
Steed funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Steed 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 Steed
What does Steed do?
Steed provided financial advisory and CFO-level services for individuals and businesses, delivering a modern, tech-powered experience designed to address the lack of knowledge and access in traditional financial services. Following its acquisition by Accuxel, client services continue to be delivered through Accuxel's CFO Services division.
Is Steed a public or private company?
Steed is a private company. It is classified as corporate owned and is currently acquired.
When was Steed founded?
Steed was founded in 2023. It employs 11 to 50 people.
Where is Steed based?
Steed is headquartered in New York, United States, in the North America region.
Who are Steed's main competitors?
Broad incumbents on record are Creative Planning, Empower (formerly Personal Capital), Betterment and Wealthsimple. Direct peers are Farther, Harness Wealth, Facet and Range. Boldin (formerly NewRetirement) is listed as an emerging player. Newfront is listed as a regional player.
Does Steed have an API?
No public API is recorded for Steed.
What industry is Steed in?
Steed's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services. Its NAICS code is 541211 and its SIC code is 8742.