Taylor Steele And Associates

What Taylor Steele And Associates does

Taylor Steele & Associates is a privately held, San Clemente, California–based firm founded in 1985 that provides recruiting, placement, and consulting services focused on financial services professionals (firmographics). The company operates at a small scale with a disclosed 11–50 employee headcount, consistent with a boutique executive search and placement practice rather than a high-volume staffing operation.

The firm's service mix centers on matching candidates to roles within the financial services sector and providing related consulting, which implies a human-relationship-driven, project-based engagement model typical of retained search and selective contingency placement. No information on pricing, fee structure, client logos, contract terms, or technology platform was available in the input — the company's website rendered only a "one moment, please" verification page, and structured data fields for products, integrations, customers, partnerships, management, funding, and M&A activity were empty.

The overall public data footprint for Taylor Steele & Associates is thin: there is no disclosed revenue, no parent company, no subsidiaries, no leadership roster in the input, and no evidence of AI/ML tooling or proprietary technology. The reasonable analytical conclusion from the evidence is that this is a long-tenured, privately held, niche recruiting and consulting boutique serving financial services clients, whose primary assets are its brand, recruiter relationships, and 40 years of operating history rather than technology or capital intensity.

Name

Taylor Steele And Associates

Website

https://taylorsteeleandassociates.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

Taylor Steele & Associates is a privately held, San Clemente–based recruiting and consulting firm founded in 1985 that places financial services professionals, operating with an 11–50 employee boutique headcount focused on relationship-driven talent search and placement.

Ownership category

akta.pro rank

Product category

Financial Services Recruiting

NAICS

Employment Placement Agencies and Executive Search Services (56131), Employment Placement Agencies (561311)

SIC

Services-Employment Agencies (7361)

akta.pro primary industry

Professional & Technical Direct Hire (IT, Engineering, Finance, Healthcare) (BPACAFAC)

akta.pro secondary industry

Finance, Accounting & Audit Staffing (BPACADAM)

Keywords

• Financial services recruiting
• Executive placement services
• Talent acquisition consulting
• Finance industry staffing
• Professional placement services

Headquarters

HQ city

San Clemente

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Core offering

Taylor Steele & Associates provides recruiting, placement, and consulting services for financial services professionals. The firm connects candidates with opportunities in the financial services industry and offers advisory support to hiring organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Services Recruiting
• Candidate Placement Services
• Hiring Consulting Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Kforce Inc. Staffing firm with a dedicated finance and accounting practice that provides permanent and temporary placement. Comparable as a finance-focused recruiter serving similar candidates and clients, though at larger scale.
• Beecher Reagan: Executive search firm specializing in financial services leadership placements, particularly asset management and investment management. Directly comparable as a boutique financial-services-focused recruiter competing for similar mandates.
• DHR International: Executive search firm with a dedicated financial services practice focused on senior leadership placements in banking, asset management, and fintech. Comparable as a similarly sized boutique serving financial services executive mandates.
• Boyden: Global executive search firm with strong financial services practice placing senior executives in banking, insurance, and asset management. Comparable as a boutique-to-mid-sized financial services search competitor.
• Crist Kolder Associates: Boutique executive search firm focused exclusively on financial officers and senior finance leaders. Closely comparable given the shared narrow focus on financial services professionals and similar boutique scale.

Broad incumbents

• Korn Ferry: Global organizational consulting firm with a substantial Financial Services practice in executive search and talent advisory. Comparable in offering recruiting plus adjacent consulting services to financial firms, though at enterprise scale.
• Heidrick & Struggles: Global executive search firm with a dedicated Financial Services Practice covering banking, asset management, and insurance leadership. Comparable in serving financial services executive search mandates, though operating at global scale with broader practice areas.
• Egon Zehnder: Global executive search and leadership advisory firm with significant financial services practice. Comparable in placing senior finance professionals, though with global reach and a broader functional footprint.
• Spencer Stuart: Global executive search firm with a Financial Services Practice serving banks, insurers, and asset managers. Comparable in financial services executive search, but operates at much greater scale and broader industry coverage.
• Robert Half International: Global staffing leader with a large dedicated finance and accounting practice placing professionals across all levels. Comparable as a finance-focused recruiting competitor with overlapping candidate/client base, though with vastly broader scale and additional verticals.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/taylor-steele-and-associates

Revenue estimate

Valuation estimate

Number of profiles

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 Taylor Steele And Associates