Private Client Services - Crunchbase Company Profile & Funding

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Overview

Private Client Services

Heat Score

64

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

See more interactive data and historical milestones on desktop for the best experience

About Private Client Services

CB Rank

450953

Private Client Services is a financial solutions firm that provides consultation, investment, support, and financial services.

Founded

obfuscation

Private

Louisville, Kentucky, United States

Financial Services

Impact Investing

Details

Legal Name

Private Client Services, LLC

Also Known As

PCS

Operating Status

Active

Company Type

For Profit

Phone Number

+1-40206-2818

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Broker/Dealer Services

Provides brokerage services to independent financial advisors, enabling them to operate independently without corporate interference.

Advisor Onboarding and Transition Support

Facilitates smooth transitions for financial advisors joining the firm, including training and operational integration.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Oct 12, 2023

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News•

Aug 17, 2023

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

921

-62.04%

in past month

IT Spend

$364.5K

This year,

Private Client Services

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Business Philanthropy	98
McKinsey & Company	95
eCard	95

Actively Used Products

11

Private Client Services

uses

11

technology products and services including

,

Comodo PositiveSSL Certificates

, and

Google Maps API

, according to G2 Stack.

Active Website Tech Count

5

Private Client Services

is actively using

5

technologies for its website, according to BuiltWith. These include

CommonCrawl Top 5m

,

, and

Cloudflare Blocked

.

Total IP

1

Private Client Services

has

registered trademark in the '

Insurance; financial affairs

' class, according to IPqwery.

Lists Featuring This Company

Lists Featuring This Company

Southern US Advice Companies (Top 10K)

9,747 Number of Organizations • $2.5B Total Funding Amount • 221 Number of Investors

Advice Companies With More Than $1M in Revenue (Top 10K)

9,084 Number of Organizations • $49.9B Total Funding Amount • 1,177 Number of Investors

Southern US Finance Companies (Top 10K)

9,793 Number of Organizations • $177.3B Total Funding Amount • 2,066 Number of Investors

Kentucky Companies With More Than 10 Employees

6,907 Number of Organizations • $36.3B Total Funding Amount • 818 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Private Client Services

's headquarters?

Private Client Services

is located in

Louisville, Kentucky, United States

.

Who are

Private Client Services

's competitors? Alternatives and possible competitors to

Private Client Services

may include

Ameriprise Financial

,

, and

.