James Investment Research
Founded Year
1975About James Investment Research
James Investment Research is a professional investment consulting firm. It offers investment strategies, retirement planning, tax planning, estate and legacy planning, mutual funds, and more. It was founded in 1975 and is based in Alpha, Ohio.
- Predict emerging trends
- See competitors' playbooks
- Stalk the smart money
- Identify tomorrow's challengers
- Spot growing industries
- Kill analyst data work
James Investment Research Frequently Asked Questions (FAQ)
When was James Investment Research founded?
James Investment Research was founded in 1975.
Where is James Investment Research's headquarters?
James Investment Research's headquarters is located at Alpha.
Who are James Investment Research's competitors?
Competitors of James Investment Research include Clearstead and 4 more.
- Predict emerging trends
- See competitors' playbooks
- Stalk the smart money
- Identify tomorrow's challengers
- Spot growing industries
- Kill analyst data work
Compare James Investment Research to Competitors
Zacks Investment Management, founded in 1992, is a wealth management firm. It provides investment management services, financial services, retirement planning, tax-managed investing, dividend investing, and more. It serves individuals, financial advisors, and institutional investors. It is based in Chicago, Illinois.
kANU Asset Management is an investment advisory firm. Its services include tax minimization, retirement planning, wealth management, income planning, estate planning, investment management, impact planning, and many more. It provides its services to physicians, business advisory groups, institutions, investment managers, and more. It was founded in 2004 and is based in Cincinnati, Ohio.
Life Moments offers clients a range of digital coaching solutions. The platform provides a visual and accessible user design, deep customer insights, a personalized coaching experience, and API integration options. The platform also offers products such as financial planning tools, wellbeing coaches, surveys, and polls covering brand value through funnel analysis, and marketplace services. It was founded in 2018 and is based in London, United Kingdom.
Metis Wealth is a specialist team of Chartered Financial Planners based in London and West Sussex, committed to providing wholly independent advice. The company was founded in 2012 and is based in Haywards Heath, England.
Investment Sense operates as a financial planning advisory. It provides services to users planning retirement or retired, and self-invested personal pension (SIPP) holders. It was founded in 2010 and is based in Nottingham, United Kingdom.
Clearstead is an institutional and private client advisory firm. The company was founded in 1988 and is based in Cleveland, Ohio.
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