ARGI Financial Group Overview

  • Founded
  • 1995
  • Status
  • Private
  • Employees
  • 200
  • Latest Deal Type
  • Debt - PPP
  • Latest Deal Amount
  • $3.17M
Latest Deal Amount

ARGI Financial Group General Information


ARGI Financial Group is a provider of financial services. The company specializes in providing financial services like wealth management, business planning, legacy planning, risk management and allied services to its clients. It was founded in 1995 and is headquartered in Louisville, Kentucky.

Contact Information

Formerly Known As
Advisor's Resource Group Inc
Ownership Status
Privately Held (no backing)
Financing Status
Primary Industry
Other Financial Services
Primary Office
  • 2201 High Wickham Place
  • Louisville, KY 40245
  • United States
+1 (502) 000-0000
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ARGI Financial Group Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Debt - PPP 05-Apr-2020 $3.17M Completed
To view ARGI Financial Group’s complete valuation and funding history, request access »

ARGI Financial Group Executive Team (7)

Name Title Board Seat Contact Info
Joe Reeves Chief Executive Officer
Jason Brangers Partner, Adisor, Personal & Business Services & Chief Financial Officer
Denise Bright Chief Operating Officer
Dave Zimmerman Business and Personal Financial Advisor & Partner
Jan Peebles Chief Compliance Officer
You’re viewing 5 of 7 executive team members. Get the full list »

ARGI Financial Group Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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ARGI Financial Group Investments & Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 01-Jun-2020 00000 00000 00 000 IT Consulting and Outsourcing
000 0000 000 00000 24-Jan-2019 000000000000000000 Accounting, Audit and Tax Services (B2B) 000 000000
OPM Financial 03-Mar-2015 Merger/Acquisition Accounting, Audit and Tax Services (B2B) 0000000 00000
To view ARGI Financial Group’s complete investments and acquisitions history, request access »

ARGI Financial Group Subsidiaries (1)

Company Name Industry Location Founded
000 0000 000 00000 Accounting/Auditor Elizabethtown, KY 0000
To view ARGI Financial Group’s complete subsidiaries history, request access »