US Business Partners
- Company typePrivate
- Founded1992
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
US Business Partners firmographics
Firmographics- Name
- US Business Partners
- Legal name
- US Business Partners
- Website
- https://usbusinesspartners.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
US Business Partners industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Management Consulting Services (8742), Investment Advice (6282)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
- akta.pro secondary industry
- Fee-Only Advisory (FSAEAAAL)
Keywords
Where US Business Partners is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
US Business Partners business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Financial Consulting Services: Fee-based financial consulting and advisory services for business and personal finance, expense management, and wealth creation strategies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Customized financial solutions - pricing not publicly disclosed |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
US Business Partners product offering
Product offeringCore offering
US Business Partners delivers fee-based financial consulting and advisory services for consumers, small businesses, and non-profit organizations nationwide. Its practice centers on customized business and personal finance solutions, alternative wealth creation strategies (including cryptocurrency and commodity trading), expense reduction services such as bill negotiation and energy efficiency consulting, and Employee Retention Credit (ERC) tax assistance for pandemic-impacted small businesses. The company provides a free automated financial software tool and a 29-page educational report as lead magnets to drive consulting engagements.
Product overview
US Business Partners is a financial services company offering a portfolio of products centered on Financial Solutions as the core offering, supplemented by Cryptocurrency Investment Advisory, Employee Retention Benefits (ERC) Tax Assistance, Expense Reduction Services, Automated Financial Software, and the Ultimate Guide to Financial Freedom. The company targets consumers, small businesses, and non-profit organizations with customized solutions in wealth creation, financial planning, and comprehensive cost-cutting services.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Solutions
Quantifiable outcome
- Small businesses may receive up to $26,000 per employee through Employee Retention Credit (ERC) claims
Companies that use US Business Partners
Customer profileSegments3 records
Ideal customer profiles2 records
US Business Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
US Business Partners partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
US Business Partners competitors and assessment
Company assessmentBroad incumbents
- Personal Capital (Empower): Hybrid digital wealth management and financial advisory firm combining automated tools with human advisors. Comparable to US Business Partners in providing financial planning plus investment management, but at significantly larger scale with integrated technology platform.
- Carson Wealth: National wealth management firm offering financial planning, investment advisory, and business consulting to families and business owners. Comparable to US Business Partners in serving small business and consumer segments with holistic financial advisory, but with substantially greater resources and advisor network.
- Moneta Group: Independent fee-only registered investment advisor providing comprehensive financial planning, investment management, and tax services. Comparable to US Business Partners in the fee-based advisory model, but serving higher-net-worth clients with deeper institutional infrastructure.
- Fisher Investments: Large, established fee-based investment advisory firm serving high-net-worth individuals and institutions. Comparable to US Business Partners in providing personalized investment and wealth management advice, but at vastly greater scale with a global footprint.
Direct peers
- Garrett Planning Network: Network of fee-only financial planners serving middle-income clients on an hourly or retainer basis. Comparable to US Business Partners in offering accessible, personalized financial planning without asset minimums, but with a broader advisor footprint across the US.
- Facet Wealth: Tech-enabled fee-only financial planning firm serving middle-income Americans with virtual CFP access. Comparable to US Business Partners in offering personalized financial advisory at accessible price points, but with a more developed digital platform and younger target demographic.
- Edelman Financial Services: Fee-based financial planning and wealth management firm serving individuals and families. Comparable to US Business Partners in offering customized financial solutions and planning advice to consumers, but at larger scale with established advisor network.
Emerging players
- BitIRA: Specialized cryptocurrency retirement account provider enabling IRA and 401(k) investments in digital assets. Comparable to US Business Partners' cryptocurrency advisory line, with shared positioning around crypto-as-wealth-storage narratives, but focused specifically on retirement-account integration.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
US Business Partners social profiles
Digital presenceUS Business Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
US Business Partners leadership team
Management profileNumber of profiles
Profiles1 record
US Business Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
US Business Partners 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 US Business Partners
What does US Business Partners do?
US Business Partners delivers fee-based financial consulting and advisory services for consumers, small businesses, and non-profit organizations nationwide. Its practice centers on customized business and personal finance solutions, alternative wealth creation strategies (including cryptocurrency and commodity trading), expense reduction services such as bill negotiation and energy efficiency consulting, and Employee Retention Credit (ERC) tax assistance for pandemic-impacted small businesses. The company provides a free automated financial software tool and a 29-page educational report as lead magnets to drive consulting engagements.
Is US Business Partners a public or private company?
US Business Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was US Business Partners founded?
US Business Partners was founded in 1992. It employs 1 to 10 people.
Where is US Business Partners based?
US Business Partners is headquartered in New York, United States, in the North America region.
How does US Business Partners make money?
One revenue line is on record: financial Consulting Services.
Who are US Business Partners's main competitors?
Broad incumbents on record are Personal Capital (Empower), Carson Wealth, Moneta Group and Fisher Investments. Direct peers are Garrett Planning Network, Facet Wealth and Edelman Financial Services. BitIRA is listed as an emerging player.
Does US Business Partners have an API?
No public API is recorded for US Business Partners.
What industry is US Business Partners in?
US Business Partners's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory, with a secondary code of FSAEAAAL, Fee-Only Advisory. Its NAICS code is 54161 and its SIC code is 8742.