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MarketCounsel

MarketCounsel

Englewood, New Jerseymarketcounsel.com

Overview

MarketCounsel is a business and regulatory compliance consultancy serving independent investment advisors. Founded in 2000 by Brian Hamburger, the firm provides services and solutions for challenges faced by entrepreneurs in the investment advisor industry. It has an affiliated law firm, the Hamburger Law Firm. While its primary business is consulting, MarketCounsel makes strategic investments in companies relevant to its core operations. It has made two strategic investments in SmartRIA, a compliance management software provider, in partnership with Dynasty Financial Partners.

Portfolio Companies

1

Investments

CompanyDateStageLead
SmartriaMar 2023StrategicLead
SmartriaJun 2022StrategicCo-investor
SmartriaDec 2021StrategicLead

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SeedSeries ASeries BGrowth

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Investment Activity

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Firmographic Details

HeadquartersEnglewood, New Jersey
Year FoundedN/A

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