Company profile: PKS Investments
1.1 - Company Overview
Company description
- Provider of broker/dealer services delivering access to mutual funds, annuities, equities and fixed income (including municipal bonds and mortgage-backed securities), 529 college savings plans, alternative investments, insurance and variable products, plus tools and resources for retirement planning through a network of registered representatives and agreements with major mutual fund companies and insurance carriers.
Products and services
- Broker/Dealer Services: PKS architects broker/dealer services, connecting investors to a wide range of investment products and services through its network of registered representatives, network-based
- Equity and Fixed Income Products: PKS delivers access to equities, municipal bonds, and mortgage-backed securities through National Financial Services, supporting diversified investment selection, National Financial Services–facilitated
- Mutual Funds and Annuities: PKS supplies access to mutual funds and annuity products through agreements with major mutual fund companies and insurance carriers, offering investment and income options, agreement-backed
Key contacts
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Financial details
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1.2 - Competitors and similar companies to PKS Investments
Fundamental Global
HQ: United States
Website
- Description: Provider of alternative asset management and related services, including reinsurance through FGRe’s participation in global contracts and syndicates; merchant banking and SPAC co-sponsorship with strategic and regulatory support; asset management generating net investment income and managing third-party reinsurance capital; and entertainment venue products like projection screens and technical support.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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Advanced Regulatory Compliance
HQ: United States
Website
- Description: Provider of national full-service investment advisory compliance support, delivering proactive SEC or state compliance services for investment advisory firms. Offers multiple levels of ongoing compliance support, including options that feature onsite mock audits.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Advanced Regulatory Compliance company profile →
Goodworks Financial
HQ: United States
Website
- Description: Provider of dynamic, forward-thinking industry and product development expertise and service, partnering with GoodWorks Insurance, Industria Risk & Insurance Services, Metayer Bonding Associates, and Wheeler & Taylor Insurance to develop products.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Goodworks Financial company profile →
Fidupar
HQ: Luxembourg
Website
- Description: Provider of merger advisory, capital structuring, accounting management, financial analysis, compliance reporting, and tax services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Fidupar company profile →
PayStream Advisors
HQ: United States
Website
- Description: Provider of research and advisory services delivering first-rate industry research on office process automation for finance and procurement professionals. Offers research-based, unbiased educational content to challenge thinking, inform on marketplace trends, and empower organizational transformation.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full PayStream Advisors company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for PKS Investments
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to PKS Investments
2.2 - Growth funds investing in similar companies to PKS Investments
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4 - Top valuation comps for PKS Investments
4.2 - Public trading comparable groups for PKS Investments
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