Wilshire-Pennington Group

General Information
Company Name
Wilshire-Pennington Group
Founded Year
2003
Location (Offices)
Oklahoma City, United States +1
Founders / Decision Makers
Number of Employees
5
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Wilshire-Pennington Group - Company Profile

Wilshire-Pennington Group is a prominent financial services startup founded in 2003 and headquartered in the United States. The company specializes in providing wealth enhancement services exclusively tailored for doctors. By assisting doctors in saving a greater portion of their earnings and minimizing financial uncertainty, the company stands out in the industry. Through a range of specialized services including estate planning guidance, insurance, investment management, tax reduction strategies, and employee benefit planning, Wilshire-Pennington Group targets clients who manage practices and require comprehensive planning encompassing both business and personal needs. The company's dedication to serving a niche market, such as medical professionals, presents a notable investment opportunity. Its focused approach, combined with the unique positioning within the financial services and wealth management industries, underscores its potential for growth and success. Investors are likely to be attracted to the company's commitment to a specific and high-income target market. The niche focus ensures differentiation and potential for high returns. As the company continues to expand and diversify its offerings, pushing further into the lucrative medical professionals market, it presents a promising prospect for potential venture capital funding.

Funding Rounds & Investors of Wilshire-Pennington Group (0)

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There is no investment information

Latest News of Wilshire-Pennington Group

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