Insights

Growing Leadership Team The recent hires of Vinnie Lewis and Brandon Mann as Managing Principals at 1847Financial indicate a focus on expanding leadership capacity, which presents an opportunity to offer advanced leadership development, executive coaching, or strategic consulting services to support this growth.

Market Expansion Activities Participation in high-profile events like the Advanced Markets Conference and Spring Summit reflects a proactive approach to market engagement, suggesting potential for partnerships in event sponsorships, marketing collaborations, or tailored financial product solutions targeting advisors and firms involved in these conferences.

Technology-Enabled Growth A tech stack featuring tools like MySQL, MariaDB, and Varnish demonstrates investment in digital infrastructure, creating opportunities to provide scalable technology solutions, cybersecurity enhancements, or data management services that align with their modernization initiatives.

Client-First Focus 1847Financial emphasizes a client-first approach with dedicated support and customizable services, indicating potential to offer client engagement platforms, marketing automation, or value-added client communication solutions to enhance their personalized service offerings.

Revenue and Market Position With revenue estimated between 50M and 100M and a focus on high-performing financial professionals, there is a clear opportunity to target this niche with premium financial products, professional development programs, or tailored advisory tools aimed at high-growth, client-centric financial firms.

1847Financial- New York, NY , & Wakefield, MA Tech Stack

1847Financial- New York, NY , & Wakefield, MA uses 8 technology products and services including Varnish, jsDelivr, MySQL, and more. Explore 1847Financial- New York, NY , & Wakefield, MA's tech stack below.

  • Varnish
    Caching
  • jsDelivr
    Content Delivery Network
  • MySQL
    Database
  • MariaDB
    Database
  • OWL Carousel
    Javascript Libraries
  • X-XSS-Protection
    Security
  • GoDaddy
    Web Hosting
  • jQuery Validation Plugin
    Web Tools And Plugins

1847Financial- New York, NY , & Wakefield, MA's Email Address Formats

1847Financial- New York, NY , & Wakefield, MA uses at least 2 format(s):
1847Financial- New York, NY , & Wakefield, MA Email FormatsExamplePercentage
FLast@ewsnyc.comJDoe@ewsnyc.com
84%
First@ewsnyc.comJohn@ewsnyc.com
12%
First.Last@ewsnyc.comJohn.Doe@ewsnyc.com
2%
LFirst@ewsnyc.comDJohn@ewsnyc.com
2%
FLast@1847financial.comJDoe@1847financial.com
90%
Last@1847financial.comDoe@1847financial.com
8%
First@1847financial.comJohn@1847financial.com
1%
LastFirst@1847financial.comDoeJohn@1847financial.com
1%

Frequently Asked Questions

What is 1847Financial- New York, NY , & Wakefield, MA's phone number?

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You can contact 1847Financial- New York, NY , & Wakefield, MA's main corporate office by phone at . 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 1847Financial- New York, NY , & Wakefield, MA's official website and social media links?

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1847Financial- New York, NY , & Wakefield, MA's official website is 1847financial.com and has social profiles on LinkedIn.

How much revenue does 1847Financial- New York, NY , & Wakefield, MA generate?

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As of December 2025, 1847Financial- New York, NY , & Wakefield, MA's annual revenue is estimated to be $320K.

What is 1847Financial- New York, NY , & Wakefield, MA's SIC code NAICS code?

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1847Financial- New York, NY , & Wakefield, MA's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does 1847Financial- New York, NY , & Wakefield, MA have currently?

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As of December 2025, 1847Financial- New York, NY , & Wakefield, MA has approximately 51 employees across 2 continents, including North AmericaEurope. Key team members include Chief Operating Officer: R. K.Managing Partner: J. S.Partner: R. O.. Explore 1847Financial- New York, NY , & Wakefield, MA's employee directory with LeadIQ.

What industry does 1847Financial- New York, NY , & Wakefield, MA belong to?

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1847Financial- New York, NY , & Wakefield, MA operates in the Financial Services industry.

What technology does 1847Financial- New York, NY , & Wakefield, MA use?

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1847Financial- New York, NY , & Wakefield, MA's tech stack includes VarnishjsDelivrMySQLMariaDBOWL CarouselX-XSS-ProtectionGoDaddyjQuery Validation Plugin.

What is 1847Financial- New York, NY , & Wakefield, MA's email format?

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1847Financial- New York, NY , & Wakefield, MA's email format typically follows the pattern of FLast@ewsnyc.com. Find more 1847Financial- New York, NY , & Wakefield, MA email formats with LeadIQ.

When was 1847Financial- New York, NY , & Wakefield, MA founded?

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1847Financial- New York, NY , & Wakefield, MA was founded in 1967.

1847Financial- New York, NY , & Wakefield, MA

Financial ServicesNew York, United States51-200 Employees

We're part of an elite, unified national organization- 1847 Financial. 

Penn Mutual was founded in 1847.  The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality.
Our commitment to our financial professionals and clients we serve remains stronger than ever.  
•	1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. 
•	1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices
•	1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets.
We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. 

LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. www.htk.com 1847Financial is affiliated with HTK. 

6653122RG_May26

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1967
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    1847Financial- New York, NY , & Wakefield, MA's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    1847Financial- New York, NY , & Wakefield, MA's revenue is estimated to be in the range of $50M$100M

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