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Prudent Expert Revenue, Growth & Competitor Profile

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Company Profile & Annual Report for Prudent Expert

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Prudent Expert Fast Facts

RevenueN/A    See Exact Annual Revenue
Employees1 - 10Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Address14074 Trade Center Drive
Ste. 151
Fishers, IN 46038

Note: Revenues for privately held companies are statistical evaluations.


Prudent Expert's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Prudent Expert is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.


Market Share of Prudent Expert's Largest Competitors

A competitive analysis shows these companies are in the same general field as Prudent Expert, 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 HeadquartersRevenue ($ MM)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMc Lean, VA78 
ADVISORTRUSTSioux Falls, SD63 
STONEX GROUPNew York, NY59 
FIDELITY WORKPLACE SERVICESBoston, MA37 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY36 
RITE-VALUE PHARMACYLouisa, KY28 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY26 
TMHChattanooga, TN16 




Nearby Competitors

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

Company HeadquartersRevenue ($ MM)
OXFORD FINANCIAL GROUPCarmel, IN100 
VALEO FINANCIAL ADVISORSCarmel, IN83 
PUNKE HOLDINGSWestfield, IN19 
HOUSE INVESTMENTSCarmel, IN16 
SHEPHERD FINANCIAL INVESTMENT ADVISORYCarmel, IN15 
INTRA AMERICAN METALSNoblesville, IN7 




Other Companies at 14074 Trade Center Drive, Fishers IN

Company HeadquartersRevenue ($ MM)
FOUR QUADRANT WEALTH ADVISORSFishers, IN100 
DUNLAP GILL WEALTH MANAGEMENT GROUPFishers, IN43 
ADMINISTRATIVE STRATEGIESFishers, IN42 
KALDEWEI USAFishers, IN30 
IN CHIROPRACTIC & WELLNESSFishers, IN0 


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Future Competition: Prudent Expert's Fastest Growing Competitors

These companies are in the same general field as Prudent Expert 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.

CompanyRevenue ($ MM)
Prudent Expert Competitors