{"source":"Breaknorm","page":"https://breaknorm.co/company/pksinvest.com","license":"https://breaknorm.co/terms","domain":"pksinvest.com","name":"PKS Investments","legal_name":"PKS Investments","country":"US","country_second":"CA","city":"Albany","admin1":"New York","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"PKS Investments is a brokerage and investment advisory firm that provides brokerage, retirement planning, and insurance services. Its offerings include equity and fixed income, mutual funds and annuities, college savings, alternative investments, and executive management insurance. It also serves independent RIAs.","offerings":["equity and fixed income","mutual funds and annuities","college savings","alternative investments","executive management insurance"],"target_customers":["independent riAs","individual investors","independent financial advisors"],"business_model":["B2C","B2B"],"geo_scope":"unknown","headcount":"1001-5000","headcount_source":"linkedin","revenue":"50M-250M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/pks-investments","reviews":[],"contact_points":1,"contact_phones":3,"page_types":["team","locations","home","contact","careers","about","services","leadership"],"crawled":"2026-09-06","profiled":"2026-09-12","indexed":"2026-09-18","hiring_built":"","website_tech":["dropbox","fmg_suite","have_i_been_pwned","microsoft_365","microsoft_azure","microsoft_entra_id","microsoft_intune","microsoft_teams","salesforce"],"hiring":{"open":0,"open_postings":0,"new_7d":0,"new_30d":0,"new_90d":0,"closed_30d":0,"countries":[]},"hiring_functions":[],"tech_jobs":[],"intents":[],"recent_postings":[],"ats":"","similar":[{"domain":"tressis.com","name":"Tressis","country":"ES","city":"Madrid","headcount":"51-200","leaf":"wealth_management_general","summary":"Tressis is a financial services company that provides investment portfolio management, financial advisory, and retirement planning for individuals."},{"domain":"beginningsadvisors.com","name":"Beginnings Investment Solutions","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"Beginnings Investment Solutions is a wealth management and financial advisory firm that provides investment, retirement, estate, and insurance planning for indi."},{"domain":"maclaude.com.br","name":"maclaude.com.br","country":"BR","city":"Rio de Janeiro","headcount":"51-200","leaf":"wealth_management_general","summary":"The company is an asset management consulting firm that helps individuals plan, build and optimize their financial assets."},{"domain":"financialshopee.com","name":"financialshopee.com","country":"IN","city":"Uran","headcount":"51-200","leaf":"wealth_management_general","summary":"The company is a financial investment service that helps individuals invest in mutual funds for wealth creation and tax saving."},{"domain":"fletcherinternationalservices.com","name":"FIS","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"FIS is a financial services company that provides financial planning, wealth management, tax and estate planning, and investment planning for clients."},{"domain":"nmpgf.com","name":"NMP Groupe Financier","country":"FR","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"NMP Groupe Financier is an independent wealth-management advisory firm that provides investment, insurance, and retirement planning for its clients."}],"similar_scored":583,"customers":null,"as_of":"2026-11-01","updated_at":"2026-11-01","hash":"9c73b670d7a29cb3","index_tier":3}