What is Purshe Kaplan Sterling Investments (PKS)'s NAICS code?

Purshe Kaplan Sterling Investments (PKS)'s NAICS code is 52 (Finance and Insurance).

Insights

Growing Market Presence Purshe Kaplan Sterling Investments has expanded significantly from its regional roots to over 440 offices nationwide, indicating a broad footprint and increasing market penetration that presents multiple opportunities for partnership and service expansion.

Investment Product Accessibility The firm's unrestricted access to a comprehensive range of major investment companies, variable annuities, and top professional money managers creates potential cross-sell opportunities and tailored investment solutions for clients.

Technology Adoption PKS utilizes advanced technology platforms including Microsoft Azure, reCAPTCHA, and ASP.NET, which suggests a commitment to modern infrastructure supporting scalable, secure, and efficient client and adviser services—potential areas for technological enhancement or integrations.

Industry Recognition Being a finalist in the 2025 Wealth Management Industry Awards highlights PKS's strong reputation and competitive positioning within the industry, making it a credible partner for joint ventures or strategic alliances.

Revenue and Growth Potential With annual revenues ranging from $100M to $250M and a sizable network of registered representatives, there is significant growth potential in providing innovative financial solutions, platform upgrades, or compliance services to support their continued expansion.

Similar companies to Purshe Kaplan Sterling Investments (PKS)

Purshe Kaplan Sterling Investments (PKS) Tech Stack

Purshe Kaplan Sterling Investments (PKS) uses 8 technology products and services including Cloudflare DNS, Microsoft 365, Font Awesome, and more. Explore Purshe Kaplan Sterling Investments (PKS)'s tech stack below.

Cloudflare DNS
Domain Name Services
Microsoft 365
Email
Font Awesome
Font Scripts
Floating UI
Javascript Libraries
PHP
Programming Languages
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Gravity Forms
Web Platform Extensions

Media & News

Purshe Kaplan Sterling Investments (PKS)'s Email Address Formats

Purshe Kaplan Sterling Investments (PKS) uses at least 1 format(s):

Purshe Kaplan Sterling Investments (PKS) Email Formats	Example	Percentage
FLast@pksinvest.com	JDoe@pksinvest.com	96%
Last@pksinvest.com	Doe@pksinvest.com	1%
FirstLast@pksinvest.com	JohnDoe@pksinvest.com	2%
First@pksinvest.com	John@pksinvest.com	1%

Frequently Asked Questions

Where is Purshe Kaplan Sterling Investments (PKS)'s headquarters located?

Purshe Kaplan Sterling Investments (PKS)'s main headquarters is located at Albany, New York 12211 United States. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is Purshe Kaplan Sterling Investments (PKS)'s phone number?

You can contact Purshe Kaplan Sterling Investments (PKS)'s main corporate office by phone at

+1-518-436-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Purshe Kaplan Sterling Investments (PKS)'s official website and social media links?

Purshe Kaplan Sterling Investments (PKS)'s official website is pksinvest.com and has social profiles on LinkedIn.

What is Purshe Kaplan Sterling Investments (PKS)'s SIC code NAICS code?

Purshe Kaplan Sterling Investments (PKS)'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Purshe Kaplan Sterling Investments (PKS) have currently?

As of May 2026, Purshe Kaplan Sterling Investments (PKS) has approximately 105 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Ceo: P. P.Chief Executive Officer And Founder And Lead Consultant: C. C.Chief Compliance Officer: P. K.. Explore Purshe Kaplan Sterling Investments (PKS)'s employee directory with LeadIQ.

What industry does Purshe Kaplan Sterling Investments (PKS) belong to?

Purshe Kaplan Sterling Investments (PKS) operates in the Financial Services industry.

What technology does Purshe Kaplan Sterling Investments (PKS) use?

Purshe Kaplan Sterling Investments (PKS)'s tech stack includes Cloudflare DNSMicrosoft 365Font AwesomeFloating UIPHPGoogle Tag ManagerGoogle AnalyticsGravity Forms.

What is Purshe Kaplan Sterling Investments (PKS)'s email format?

Purshe Kaplan Sterling Investments (PKS)'s email format typically follows the pattern of FLast@pksinvest.com. Find more Purshe Kaplan Sterling Investments (PKS) email formats with LeadIQ.

When was Purshe Kaplan Sterling Investments (PKS) founded?

Purshe Kaplan Sterling Investments (PKS) was founded in 1993.

Purshe Kaplan Sterling Investments (PKS)

Financial ServicesNew York, United States51-200 Employees

Purshe Kaplan Sterling Investments (PKS) is a full-service broker-dealer and financial services firm headquartered in Albany, New York. Founded in 1993 as a regional brokerage, it now operates a national network with more than 440 offices and over 1,200 registered representatives. The firm uses an open-architecture model, does not own investment products, and provides access to major investment companies, hundreds of variable annuity options, and professional money managers for financial advisors and their clients.

Trades are cleared through National Financial Services LLC, and PKS is registered with the U.S. Securities and Exchange Commission as well as FINRA and the Municipal Securities Rulemaking Board. In April 2026, PKSInvest announced the departure of its Chief Operating Officer, marking a notable leadership change.