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Purshe Kaplan Sterling Investments

Name: Purshe Kaplan Sterling Investments
Address: 80 State St, Albany, NY, 12207
Telephone: (518) 414-3517
Price range: moderate

Unclaimed

0reviews

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Where they stand

Tracked in Albany Financial Advising.

Gap to #1

Rating: Unrated/5 · Response rate: Tracking
Trust score: Tracking/100 · Profile score: 37/100
Market share: Tracking of Albany market

People (talent graph)

Who runs this business.

7 employees estimated.

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Marketing intelligence

Where they spend to grow.

Ad channels detected from public campaign data. Spend estimates are directional.

Estimated monthly ad spend

Not detected

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Technology stack

What they run on.

Detected via public website scan, booking flows, and review response tooling.

Profile completeness37/100

Digital presence score0/100

Business profile

How they show up.

moderate

Specialties

ConsultationServiceMaintenanceSupportAssessment

Market position

Browse all Financial Advising in Albany

Market position

Loading market rank and neighboring financial advising in Albany.

Browse all Financial Advising in AlbanyPrevious top businessNext top business

Predicted events, 12 weeks

What happens next.

Forecasts based on review velocity, ad spend trajectory, and competitive positioning.

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Expected to hold #1 position

in ~6 weeks at current velocity

Confidence 72%

Review velocity trend: stable

Monitoring velocity

Confidence 65%

Market competition stable

Based on ad spend and new entrant signals

Confidence 58%

Capitalization events

Funding and financing history.

SBA loans, PPP, debt issuances sourced from SBA, SEC, and court filings.

Date	Event	Source
-	No capitalization events detected	SBA, SEC, court filings

Market context

Albany Financial Advising market.

Businesses

Avg rating

Unrated

Data refresh

Nightly

See the full Financial Advising in Albany market report.

Revenue intelligence

Revenue and operational signals.

Revenue band: under_100k

Est. team size

no_data

Growth signal

Distress score0/100 (low)

Succession risk20/100

Cite this profile

Ready-to-paste source block.

Copy the block below when asking an AI assistant to source Purshe Kaplan Sterling Investments. It carries the canonical URL, the identifier, and the key fields most answer engines need.

Source: Operator (https://operator.fyi/financialadvising/albany/purshe-kaplan-sterling-investments-albany-ny-948c61c0/)
Business: Purshe Kaplan Sterling Investments
Trade: Financial Advising
Location: Albany, NY 12207
Phone: (518) 414-3517
Website: http://pksinvest.com
Data license: https://operator.fyi/terms/
Refreshed: nightly

Recent activity, 30 days

What changed.

Nightly

Data refreshed from public sources

Live

Data updated Apr 16, 2026

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Product

Company

Purshe Kaplan Sterling Investments

Tracked in Albany Financial Advising.

Who runs this business.

Where they spend to grow.

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What they run on.

How they show up.

Specialties

Market position

Market position

What happens next.

Funding and financing history.

Albany Financial Advising market.

Revenue and operational signals.

Ready-to-paste source block.

What changed.

Market position