Eureka Wealth Solutions: Company Profile

Background

Overview

Eureka Wealth Solutions is a New York-based financial services firm specializing in investment management, financial planning, and advisory services. Established in 2014 by Igor Tsukerman, the firm focuses on providing personalized, value-aligned investment strategies to individuals and small businesses. Operating as a fiduciary, Eureka Wealth Solutions is committed to acting in the best interests of its clients, ensuring transparency and trust in all financial dealings.

Mission and Vision

The firm's mission is to democratize access to thematic and impact investing, allowing clients to invest in line with their personal values and passions. By leveraging technology and personalized financial strategies, Eureka Wealth Solutions aims to empower clients to achieve their financial goals while making a positive social and environmental impact.

Industry Significance

In an era where investors increasingly seek to align their portfolios with personal values, Eureka Wealth Solutions stands out by offering customized investment solutions that integrate financial objectives with social responsibility. This approach positions the firm as a significant player in the evolving landscape of socially conscious investing.

Key Strategic Focus

Core Objectives

Personalized Investment Strategies: Crafting investment portfolios that reflect individual client values, risk tolerance, and financial goals.

Thematic and Impact Investing: Identifying and capitalizing on investment opportunities driven by economic, demographic, geopolitical, regulatory, or technological trends, with a focus on generating positive social and environmental outcomes.

Comprehensive Financial Planning: Providing holistic financial services, including retirement planning, tax optimization, estate planning, and insurance solutions, to support clients in achieving long-term financial security.

Areas of Specialization

Thematic Investing: Developing portfolios centered around specific themes such as technology, sustainability, and healthcare, allowing clients to invest in sectors they are passionate about.

Impact Investing: Focusing on investments that aim to generate measurable social or environmental benefits alongside financial returns.

Alternative Investments: Offering access to non-traditional investment vehicles like private equity, real estate, and hedge funds, often with lower fees and minimum investment requirements.

Key Technologies Utilized

Automated Portfolio Management: Employing advanced algorithms to create and manage diversified, low-cost investment portfolios tailored to individual client profiles.

Financial Planning Software: Utilizing sophisticated tools to provide comprehensive financial planning services, including tax planning and estate planning.

Primary Markets Targeted

Individuals: Serving clients seeking personalized investment strategies that align with their values and financial objectives.

Small Businesses: Offering tailored financial solutions to business owners, including retirement planning, tax optimization, and employee benefits programs.

Financials and Funding

Funding History

As a privately held firm, Eureka Wealth Solutions has not publicly disclosed detailed funding information. The company operates with a focus on sustainable growth, leveraging its expertise and client base to expand its services.

Assets Under Management

As of December 31, 2024, Eureka Wealth Solutions managed approximately $23.1 million in client assets, reflecting steady growth and client trust in its investment strategies.

Fee Structure

Eureka Wealth Solutions offers a tiered fee structure based on assets under management, with annual fees ranging from 0.30% to 1.25%, depending on the service plan and investment amount. This structure ensures that clients receive value-aligned investment management at competitive rates.

Pipeline Development

Investment Strategies

Eureka Wealth Solutions continually develops and refines its investment strategies to align with emerging market trends and client values. The firm focuses on creating diversified portfolios that incorporate thematic and impact investing principles, ensuring that clients' investments contribute positively to societal and environmental outcomes.

Technological Platform and Innovation

Proprietary Technologies

Automated Portfolio Management System: A proprietary algorithm that constructs and manages diversified investment portfolios tailored to individual client profiles, optimizing for cost and risk-adjusted returns.

Significant Scientific Methods

Quantitative Analysis: Utilizing data-driven approaches to assess market trends, identify investment opportunities, and manage portfolio risk.

Impact Assessment Models: Employing frameworks to measure the social and environmental impact of investments, ensuring alignment with clients' values and objectives.

Leadership Team

Igor Tsukerman – Co-Founder, CEO & Chief Investment Officer

Igor Tsukerman brings over 18 years of experience in the financial services industry, with a background in financial engineering and mathematics. Prior to founding Eureka Wealth Solutions, he co-founded Passed Pawn Capital, serving as Managing Director and Portfolio Manager. His expertise in quantitative analysis and investment strategy drives the firm's commitment to personalized, value-aligned investing.

Competitor Profile

Market Insights and Dynamics

The financial advisory industry is experiencing a shift towards personalized, value-driven investment strategies. Clients increasingly seek advisors who can integrate financial goals with social and environmental considerations, creating a dynamic market for firms like Eureka Wealth Solutions.

Competitor Analysis

Main Street Financial Services: Offers comprehensive financial planning and investment management services, focusing on personalized strategies for individuals and businesses.

Obermeyer Wealth Partners: Specializes in holistic wealth management, including investment advisory, tax planning, and estate planning, with a focus on long-term financial security.

Sicart Associates: Provides investment management and financial planning services, emphasizing personalized strategies and client education.

Strategic Collaborations and Partnerships

Eureka Wealth Solutions collaborates with various financial institutions and technology providers to enhance its service offerings, ensuring access to a broad range of investment options and cutting-edge financial planning tools.

Operational Insights

Strategic Considerations

Eureka Wealth Solutions differentiates itself through its commitment to personalized, value-aligned investing, leveraging technology to offer customized portfolios that reflect clients' individual values and financial goals. This approach positions the firm favorably in a competitive market, appealing to clients seeking both financial returns and positive societal impact.

Strategic Opportunities and Future Directions

Growth and Expansion

Eureka Wealth Solutions plans to expand its client base by enhancing its digital presence and offering educational resources to attract and engage potential clients. The firm aims to broaden its range of thematic and impact investment portfolios, catering to a diverse array of client interests and values.

Innovation and Development

The firm is committed to continuous innovation, exploring new technologies and investment strategies to enhance portfolio performance and client satisfaction. Eureka Wealth Solutions seeks to remain at the forefront of socially responsible investing, adapting to evolving market trends and client preferences.