Bowman Financial Solutions
- Company typePrivate
- Founded2010
- HeadquartersStatesville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Bowman Financial Solutions firmographics
Firmographics- Name
- Bowman Financial Solutions
- Legal name
- Bowman Financial Solutions
- Website
- https://bowmanfs.org
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Bowman Financial Solutions industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industry
- Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)
Keywords
Where Bowman Financial Solutions is headquartered
LocationHeadquarters
- HQ city
- Statesville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bowman Financial Solutions business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Fee-Based Investment Advisory Services: Clients pay one fee for investment advice instead of transaction-based commissions. Many fee-based programs available through Osaic Wealth.
- Commission-Based Products: Revenue from brokerage transactions including stocks, bonds, mutual funds, and annuities. Variable and fixed annuities offer investment features, tax deferral, and death benefits.
- Insurance Products: Access to insurance products including variable universal life, universal life, term insurance, and long-term care insurance.
- Financial Planning Services: Services including business succession planning, estate planning, wealth transfer, deferred compensation, charitable giving, pension maximization, and qualified/non-qualified retirement plans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-Based Investment Advisory |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Bowman Financial Solutions product offering
Product offeringCore offering
Bowman Financial Solutions is an independent financial advisory practice that provides personalized financial planning services to individuals, families, and small businesses. Offerings span retirement planning, college planning, business planning, investment management (brokerage, IRAs, annuities, stocks, bonds, mutual funds), insurance advisory (life, disability, long-term care), and estate planning. The firm operates as an affiliated independent advisor under Osaic Wealth, a FINRA/SIPC-registered broker-dealer, providing access to thousands of diverse financial strategies with objective, non-product-pushing advice.
Product overview
Bowman Financial Solutions is an independent financial advisory firm offering a comprehensive suite of financial planning services. The firm operates as a unified advisory practice rather than a modular software platform. Core offerings include Retirement Planning, College Planning, and Business Planning services, supported by Investment Services (brokerage accounts, mutual funds, IRAs, stocks, bonds, and annuities), Financial Planning (401k, 403b, estate, and education planning), and Insurance Services (life, disability, and long-term care). Through its affiliation with Osaic Wealth (an independent broker-dealer), the firm provides access to thousands of diverse financial strategies with objective, independent investment advice. The firm also maintains a Resource Center providing client education through articles, videos, and calculators covering financial topics.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Services
Companies that use Bowman Financial Solutions
Customer profileSegments2 records
Ideal customer profiles2 records
Bowman Financial Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Bowman Financial Solutions partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Osaic Wealth, Inc.coreOsaic Wealth is an independent broker-dealer (member FINRA/SIPC) providing back office, technology, regulatory and operational support. Bowman Financial Solutions operates as an affiliated independent advisor with access to thousands of diverse financial strategies. Osaic Wealth is not in the business of creating and marketing their own investment products - their only products are service and support, enabling objective independent investment advice.
Scale indicators4 records
Recent moves5 records
Expansion highlights3 records
Bowman Financial Solutions competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Bowman Financial Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bowman Financial Solutions leadership team
Management profileNumber of profiles
Profiles1 record
Bowman Financial Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bowman Financial Solutions 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 Bowman Financial Solutions
What does Bowman Financial Solutions do?
Bowman Financial Solutions is an independent financial advisory practice that provides personalized financial planning services to individuals, families, and small businesses. Offerings span retirement planning, college planning, business planning, investment management (brokerage, IRAs, annuities, stocks, bonds, mutual funds), insurance advisory (life, disability, long-term care), and estate planning. The firm operates as an affiliated independent advisor under Osaic Wealth, a FINRA/SIPC-registered broker-dealer, providing access to thousands of diverse financial strategies with objective, non-product-pushing advice.
Is Bowman Financial Solutions a public or private company?
Bowman Financial Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bowman Financial Solutions founded?
Bowman Financial Solutions was founded in 2010. It employs 1 to 10 people.
Where is Bowman Financial Solutions based?
Bowman Financial Solutions is headquartered in Statesville, United States, in the North America region.
How does Bowman Financial Solutions make money?
Four revenue lines are on record. Fee-Based Investment Advisory Services are the primary driver. The others are commission-Based Products, insurance Products and financial Planning Services.
Does Bowman Financial Solutions have an API?
No public API is recorded for Bowman Financial Solutions.
What industry is Bowman Financial Solutions in?
Bowman Financial Solutions's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAHAKAC, Managed Account Platforms (Separately Managed Accounts / Customized Portfolios). Its NAICS code is 523940 and its SIC code is 6282.