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SHOOK Research secures strategic investment from PPC Enterprises to bolster expansion efforts. This partnership aims to enhance SHOOK's offerings and further its leadership in financial advisor rankings.

PRIVATEAug 07, 2025

Round Type

Corporate Round

Boca RatonFinancial Services

Investors

PPC Enterprises

Description

SHOOK Research announced an investment from PPC Enterprises, a private equity firm. This partnership will aid SHOOK's mission in promoting excellence across the wealth management industry. SHOOK continues to operate independently under its founders while leveraging PPC's resources. The investment aims to enhance SHOOK's market presence and service offerings.

Quick answer

SHOOK Research raised an undisclosed amount in a Corporate Round round, dated August 7, 2025. Investors: PPC Enterprises. SHOOK Research is based in Boca Raton, Florida, United States.

How much did SHOOK Research raise?
SHOOK Research raised an undisclosed amount in a Corporate Round round on August 7, 2025.
Who invested in SHOOK Research?
PPC Enterprises is named as investors in this round.
What does SHOOK Research do?
SHOOK Research is the organization behind Forbes' prestigious financial advisor rankings.
Where is SHOOK Research based and how big is it?
SHOOK Research is based in Boca Raton, Florida, United States.

Source: Fundz verified event record.

Who else raised in Financial Services around the same time

Companies in the same sectors as SHOOK Research that raised within 45 days of this round, from Fundz verified event records.

  • Huntington Bancshares raised $750M (Funding Round) on September 21, 2025.
  • Brale raised $30M (Series A) on September 20, 2025.
  • Kilde raised $1.5M (Pre-Series A) on September 19, 2025.
  • OneDigital raised an undisclosed amount (Corporate Round) on September 19, 2025.
  • Chenghe Acquisition I raised $127M (IPO) on September 18, 2025.
  • MoneyMoon raised $2.9M (Pre-Series A) on September 18, 2025.

Who to call at SHOOK Research, and when

A new round usually means SHOOK Research is about to hire and buy. The teams that reach out first get the meeting.

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Company Information

Company

SHOOK Research

Location

Boca Raton, Florida, United States

About

SHOOK Research is the organization behind Forbes' prestigious financial advisor rankings. Established by R.J. and Liz Shook, the company promotes best practices, ethics, and professional excellence within the wealth management industry. Known for its rigorous research methodologies, SHOOK brings together top financial advisors to elevate standards and share insights. The firm is committed to expanding its research and service offerings for wealth and asset management professionals globally.

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SHOOK Research raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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