Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for The Financial Guys
- ·The full record, as it builds
Funding rounds
No funding rounds for The Financial Guys are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About The Financial Guys
Provider of financial planning and wealth management services. The independent firm operates in New York, Minnesota, and Florida and offers retirement planning, insurance, and other financial products. The experienced team has over 200 years of combined experience.
- Sector
- Financial Services
- HQ
- Williamsville, NY, United States
- Employees
- 51
- Website
- thefinancialguys.com/
- Ownership
- Privately Held (no backing)
The Financial Guys doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in The Financial Guys shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on The Financial Guys in its N-PORT filings yet. We sweep new filings monthly.