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

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

Insights

Large advisor network PKS operates with over 440 offices and more than 1200 Registered Representatives in an open architecture environment, indicating a broad distribution channel and multiple potential cross-sell opportunities across securities, advisory services, and investment products.

Unbiased product access PKS does not own investment products and provides access to the full spectrum of investment choices and major investment companies, presenting a compelling case for partnerships that offer diverse product suites and competitive pricing to its RRs and clients.

Fintech-forward The tech stack includes cloud services (Microsoft Azure), analytics/marketing tools (Google Tag Manager), form automation (Gravity Forms), and DNS/CDN (Cloudflare), suggesting readiness for scalable digital onboarding, CRM integrations, and data-driven sales initiatives.

Growth and recognition Recent leadership changes and industry award finalist status signal ongoing growth, resilience, and visibility in the wealth management space, creating opportunities to align with PKS in vendor programs, training, or business development partnerships.

Financial footprint Revenue is in the range of $100M-$250M with a sizable advisor network and multiple acquisitions in its history, indicating a mature but growing broker-dealer landscape ripe for consultative selling of compliance, technology, staffing solutions, and practice-management services.

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Purshe Kaplan Sterling Investments (PKS) Tech Stack

Purshe Kaplan Sterling Investments (PKS) uses 8 technology products and services including iCIMS, WordPress, Salesforce, and more. Explore Purshe Kaplan Sterling Investments (PKS)'s tech stack below.

iCIMS
Applicant Tracking Systems
WordPress
Content Management System
Salesforce
Customer Relationship Management
Dropbox
Digital Asset Management
Shopify
E-commerce
Microsoft 365
Email
Microsoft Azure
Platform As A Service
Piwik PRO Core
Web Analytics

Media & News

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

Purshe Kaplan Sterling Investments (PKS) uses at least 4 email formats:

Purshe Kaplan Sterling Investments (PKS) Email Formats	Example	Percentage
FLast@pksinvest.com	JDoe@pksinvest.com	95%
Last@pksinvest.com	Doe@pksinvest.com	2%
First.Last@pksinvest.com	John.Doe@pksinvest.com	1%
FirstLast@pksinvest.com	JohnDoe@pksinvest.com	2%

Frequently Asked Questions

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.

How much revenue does Purshe Kaplan Sterling Investments (PKS) generate?

As of August 2026, Purshe Kaplan Sterling Investments (PKS)'s annual revenue is estimated to be $100M - $250M.

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

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

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

As of August 2026, Purshe Kaplan Sterling Investments (PKS) has approximately 109 employees across 5 continents, including North America, Asia and Europe. Key team members include Chief Investment Officer: A. M., Chief Financial Officer: E. M. and Chief Compliance Officer: L. E. 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 iCIMS, WordPress, Salesforce, Dropbox, Shopify, Microsoft 365, Microsoft Azure and Piwik PRO Core.

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.