Invst Revenue, Growth & Competitor Profile

DBA INVST, LLC
DBA JARRED BUNCH CONSULTING, LLC

Company Profile & Annual Report for Invst

Access the complete profile.

Invst Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	3625 E 96th St Indianapolis, IN 46240

Note: Revenues for privately held companies are statistical evaluations.


Invst's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Invst's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Invst is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Invst Annual Revenue and Growth Rate

Invst	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Invst's revenues are gauged from an analysis of company filings.

Invst's Income Statement (based on Industry Averages)

Invst P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Invst is developing and marketing. Invst's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
REACH FINANCIAL FREEDOM, FASTER We help people who love their family and want simple solutions. We educate, guide and counsel people to reach their goals	02/19/2023
INVST Educate, guide and counsel clients to help them live the life they want through financial management and advice	07/05/2022

See all trademarks and details in the Full Report.

Market Share of Invst's Largest Competitors

A competitive analysis shows these companies are in the same general field as Invst, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Invst. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
SANCTUARY WEALTH GROUP	Indianapolis, IN	100
ARLINGTON/ROE	Indianapolis, IN	39
CREA	Indianapolis, IN	34
19TH CAPITAL GROUP	Indianapolis, IN	28
THURSTON SPRINGER ADVISORS	Indianapolis, IN	14
HORNING INVESTMENTS	Indianapolis, IN	14

Future Competition: Invst's Fastest Growing Competitors

These companies are in the same general field as Invst and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)