General

About Company
Denver-based financial services company providing customized research and consulting to wealth management clients.

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founded date

01.01.2006

Number of employees

Company Type

For Profit

IPO status

Private

Description

With expertise in technology infrastructure planning, change implementation, and advisor-facing applications and reporting systems, Beacon Strategies has become a trusted source for financial decision-makers and solution providers. They offer qualitative strategic and environmental analysis, combined with quantitative market and product research, to help clients align their vision and business strategy with the necessary technology and people. Through their publications, such as The Beacon Reports and The Beacon 100SM, they provide in-depth analysis of industry trends and comparative measurements of solution providers. Additionally, Beacon Strategies offers Loadstar Reports, which provide insights beyond the traditional scope, catering to clients' specific needs in the dynamic enterprise wealth industry.
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