The InCompass Group Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Private

  • Latest Deal Type
  • Debt

  • Latest Deal Amount
  • $354K

The InCompass Group General Information

Description

Provider of financial planning, investment management and insurance planning services intended to serve individuals, business owners, professionals and their families. The company offers investments, financial planning, insurance and other related services.

Contact Information

Website
www.incompassgroup.com
Ownership Status
Privately Held (backing)
Financing Status
Private Debt Financed
Corporate Office
  • 3277 Fruitville Road
  • Sarasota, FL 34237
  • United States
+1 (941)
Primary Industry
Other Financial Services
Corporate Office
  • 3277 Fruitville Road
  • Sarasota, FL 34237
  • United States
+1 (941)

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The InCompass Group Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Debt - General 03-Feb-2021 $354K Completed Generating Revenue
To view The InCompass Group’s complete valuation and funding history, request access »

The InCompass Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial planning, investment management and insurance planning services intended to serve individuals, bus
Other Financial Services
Sarasota, FL

Saint Louis, MO
 

Minato-Ku, Japan
 
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The InCompass Group Competitors (6)

One of The InCompass Group’s 6 competitors is The Chamberlin Group, a Corporation company based in Saint Louis, MO.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
The Chamberlin Group Corporation Saint Louis, MO
Argentum Wealth Management Corporation Minato-Ku, Japan
Successiononline Corporation Melville, NY
Pennica Financial Group Corporate Backed or Acquired Colorado Springs, CO
Key Wealth Partners Corporation Lititz, PA
To view The InCompass Group’s complete competitors history, request access »

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The InCompass Group FAQs

  • When was The InCompass Group founded?

    The InCompass Group was founded in 2013.

  • Where is The InCompass Group headquartered?

    The InCompass Group is headquartered in Sarasota, FL.

  • What industry is The InCompass Group in?

    The InCompass Group’s primary industry is Other Financial Services.

  • Is The InCompass Group a private or public company?

    The InCompass Group is a Private company.

  • What is The InCompass Group’s current revenue?

    The current revenue for The InCompass Group is .

  • How much funding has The InCompass Group raised over time?

    The InCompass Group has raised $354K.

  • Who are The InCompass Group’s competitors?

    The Chamberlin Group, Argentum Wealth Management, Successiononline, Pennica Financial Group, and Key Wealth Partners are some of the 6 competitors of The InCompass Group.

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