RAD INVEST

What RAD INVEST does

RAD INVEST is an Iranian B2B financial consulting and business development firm headquartered in Tehran. It serves listed companies, pre-IPO firms, brokerages, investment holdings, and asset managers across the Iranian capital markets, offering engagements in business identification and analysis, strategic/tactical/operational planning, IPO and capital market entry preparation, asset management consulting, risk management, capital management and valuation, and specialized manager training.

The firm combines strategy, financial tools, marketing, and fintech expertise into a bundled advisory model, deploying a toolkit of strategic portfolio matrices (BCG, GE, IPA, ADL, DPM, SPACE, Heartland, Internal-External) alongside a Business Knowledge Report framework. Pricing is quote-based and tiered across basic/training services (hourly), professional services (project-based, multi-year contracts), and implementation services (outcome-based, percentage-of-revenue). Go-to-market is sales-led via direct consultation requests on the company website, supplemented by referral networks from existing clients and capital-market ecosystem participants. Notable disclosed clients include Mofid Brokerage, Tadbirpardaz, Iran Transfo, Mapna Group, Bandar Abbas and Shiraz Oil Refining, Atisaz Brokerage, Mobin Sarmayeh Brokerage, Iran National Investment Holding, Asaeman and Novin Nagar Asset Management, and Persian Gulf Shipping Companies.

RAD INVEST's operating history traces back to founders' capital markets work beginning in Iranian calendar years 1375-1381 (1996-2002 CE), with the firm itself operating under the brand names Rad Sarmayeh (راد سرمایه) and Rad Capital. Distribution is single-country (Iran) via direct enterprise sales and referential channels, supported by a digital presence across its website, Facebook, LinkedIn, and Instagram. Specific revenue, headcount, and ownership data are not disclosed in available sources.

Name

RAD INVEST

Legal name

RAD INVEST

Website

https://radinvest.ir

Company type

Private

Operating status

Operating

Short description

RAD INVEST is a Tehran-based B2B financial consulting firm serving Iranian listed companies, pre-IPO firms, brokerages, holdings, and asset managers with strategic planning, IPO preparation, valuation, risk management, and capital market advisory services.

Ownership category

akta.pro rank

Headquarters

HQ city

Tehran

HQ country

Iran

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Consulting Services: Project-based consulting for business identification, analysis, strategic planning, and capital market preparation. Fees based on project scope and complexity.
2. Training and Education: Specialized management training programs including capital market education, asset management training, strategic planning training, and IPO admission training. Billed based on consultation hours and training sessions conducted.
3. Implementation Services: Execution of operational plans and projects with fees structured as a percentage of generated revenue and successful project outcomes.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

RAD INVEST is a Tehran-based B2B financial consulting and business development firm that delivers strategic, tactical, and operational planning; asset management consulting; IPO and capital market entry preparation for the Tehran Stock Exchange and Iran OTC market; risk management and capital management/valuation services; marketing planning; specialized manager training; and fintech consulting. The firm combines 25+ years of capital market expertise with proprietary strategic portfolio analysis frameworks to help listed companies, IPO-bound companies, brokerage firms, investment holdings, and asset management companies execute practical business development programs.

Product overview

RAD INVEST is a financial consulting and business development firm that operates as a platform of interconnected advisory services. The core offerings include Business Knowledge Reports (شناخت کسب و کار) for deep business assessment, Strategic/Tactical/Operational Planning services for companies at all levels, and specialized IPO Preparation services for capital market entry. The portfolio also includes Asset Management consulting, Risk Management, Capital Management and Valuation, Marketing Plan development, Investment Opportunity Analysis, and Specialized Manager Training. The company combines strategy, financial tools, marketing, and fintech expertise to provide holistic business development solutions for listed companies, non-listed companies, brokerage firms, holdings, and asset management companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Knowledge Report (شناخت کسب و کار) A comprehensive five-part report covering business overview, similar precedents, research methodology, information analysis, and implementation recommendations that deeply informs business owners and managers about their company's internal and external environment.
• Strategic, Tactical and Operational Planning (برنامه راهبردی، تاکتیکی و عملیاتی) Comprehensive planning services including vision, mission, goals and strategies at strategic level; departmental activity plans and job descriptions at tactical level; and detailed project specifications with direct responsibilities at operational level.
• Investment Opportunity Analysis (تجزیه و تحلیل فرصت های سرمایه گذاری و سرمایه پذیری) Analysis and reports provided to investors and investees to support decision-making regarding capital allocation and business opportunities.
• Marketing Plan (برنامه بازاریابی) Marketing and brand management plan prepared separately with detailed marketing strategy for each product to support competitive positioning.
• Business Solutions (راه حل های مورد نیاز کسب و کارها) Customized solutions designed according to the conditions of each business, spanning management, marketing, finance, and other domains.
• IPO and Capital Market Entry Preparation (آماده سازی ورود به بازار سرمایه) Preparation of non-listed company reports for capital market entry along with solutions and financial statement standardization through financial institutions.
• Asset Management (مدیریت دارایی) Management and optimization of organization assets using financial tools and indicators to measure the impact of company assets on value creation.
• Risk Management Consulting (مشاوره مدیریت ریسک) Risk management consulting proportionate to identified harms, threats, weak points and company conditions regarding corporate governance, capital structure and other factors.
• Capital Management and Valuation (مدیریت سرمایه و ارزشگذاری) Capital management including investment decisions, resource allocation, risk management and budgeting; valuation services using income-based, market-based, and cost-based methods.
• Specialized Manager Training (آموزش تخصصی مدیران) Training programs covering capital market education, business development techniques, financial instruments, risk management, asset management, and wealth management.
• Fintech Consulting (مشاوره Fintech) Consulting services related to fintech, including launching new fintech and capital market tools.

Quantifiable outcome

• 100+ projects completed successfully
• +2 more outcomes

Named customers12 records

Segments7 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators3 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• Rothschild & Co: Independent advisory firm with global M&A, restructuring, and capital markets advisory practices. Comparable given RAD INVEST's positioning as an independent advisor helping clients navigate IPOs, equity offerings, and strategic capital decisions.
• Bain & Company: Global strategy consulting firm with a strong financial services practice and deep expertise in corporate strategy and portfolio optimization. Comparable to RAD INVEST given its portfolio matrix-driven strategic planning and private-equity-style growth advisory work.
• Oliver Wyman: Management consulting firm focused on financial services, with deep expertise in asset management, brokerage, and capital markets clients. Highly comparable given RAD INVEST's specialization in serving Iranian brokerages, asset managers, and capital market participants.
• Boston Consulting Group: Global strategy consulting firm with deep financial services and capital markets expertise. Highly comparable because RAD INVEST's proprietary frameworks explicitly include the BCG Matrix, signaling alignment on core strategic planning methodologies.
• Lazard: Independent financial advisory and asset management firm specializing in M&A, capital structure, and capital markets advisory. Comparable to RAD INVEST given the firm's focus on IPO preparation, capital market entry, and corporate finance advisory for mid- and large-cap enterprises.

Broad incumbents

• KPMG: Global professional services firm with advisory, consulting, and deal advisory practices, including capital markets readiness and corporate strategy. Comparable given RAD INVEST's IPO preparation, financial statement standardization, and corporate governance advisory work.
• Deloitte: Global professional services network with strategy, consulting, and financial advisory practices. Comparable to RAD INVEST given Deloitte's breadth in IPO advisory, valuation, risk management, and management consulting for financial services clients.
• EY-Parthenon: Strategy consulting arm of EY focused on corporate strategy, M&A, and capital markets advisory. Comparable to RAD INVEST in its strategy and transaction advisory services for mid- to large-cap enterprises across financial services and industrials.
• McKinsey & Company: Largest global management consulting firm with broad strategy, operations, and financial services practices. Comparable to RAD INVEST at the category level (top-tier strategy consulting), though materially larger and more diversified across industries and geographies.

Emerging players

• Alvarez & Marsal: Boutique advisory firm specializing in performance improvement, restructuring, and corporate advisory for financial services and corporations. Comparable to RAD INVEST given its boutique advisory model and focus on hands-on, results-oriented engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Radcapitalwealth
• LinkedInlinkedin.com/company/rad-invest
• Instagraminstagram.com/rad_sarmayeh

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 RAD INVEST