All providers

FINLEY & COOK

11 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4-4 YoYRank #2714 of mapped providers
Assets under administration$72M0.0%Market share · rank #7736
Fees received$43,918Median $13,467/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 lostPlan-level switch detection

See full FINLEY & COOK analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.