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Insights

Growth Momentum 1847Financial is expanding leadership with recent hires including Managing Principals for Utah/Arizona and Nashville, signaling regional growth opportunities and the need for scalable support services, marketing, and advisor enablement solutions.

Partnership Focus As a national organization affiliated with Penn Mutual and HTK, there is a strong emphasis on broker/dealer/RIA support and client-first wealth management, presenting a sales angle for technology platforms, onboarding programs, and practice management tools tailored to mutual company partnerships.

Marketing Enablement The rollout of a Monthly Marketing Guide and active event participation suggest demand for marketing automation, co-branded campaigns, content assets, and local market playbooks to boost advisor prospecting and client engagement.

Technology Stack Current tech stack includes HubSpot Analytics, WordPress, MySQL and DigitalOcean hosting, offering opportunities to upgrade or customize CRM, data analytics, client portals, and integration services aligned with financial services workflows.

Scale Readiness Revenue in the mid hundred-million range and a people-centric growth model indicate a need for scalable operations, compliance, and cybersecurity solutions, plus training programs and partner enablement to maintain performance across multiple regional teams.

Similar companies to 1847Financial- New York, NY, & Wakefield, MA

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

1847Financial- New York, NY, & Wakefield, MA uses 8 technology products and services including HubSpot Analytics, Linkedin Insight Tag, ProcessWire, and more. Explore 1847Financial- New York, NY, & Wakefield, MA's tech stack below.

Media & News

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

1847Financial- New York, NY, & Wakefield, MA uses at least 7 email formats:
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
91%
Last@1847financial.comDoe@1847financial.com
8%
First@1847financial.comJohn@1847financial.com
1%

Frequently Asked Questions

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

Minus sign iconPlus sign icon You can contact 1847Financial- New York, NY, & Wakefield, MA's main corporate office by phone at
+1-212-697-****
. 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?

Minus sign iconPlus sign icon1847Financial- 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?

Minus sign iconPlus sign icon As of October 2026, 1847Financial- New York, NY, & Wakefield, MA's annual revenue is estimated to be $50M - $100M.

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

Minus sign iconPlus sign icon1847Financial- New York, NY, & Wakefield, MA's NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs of October 2026, 1847Financial- New York, NY, & Wakefield, MA has approximately 41 employees across 3 continents, including North America, Asia and Europe. Key team members include President: H. P., Managing Partner: J. S. and Director: S. W. Explore 1847Financial- New York, NY, & Wakefield, MA's employee directory with LeadIQ.

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

Minus sign iconPlus sign icon1847Financial- New York, NY, & Wakefield, MA operates in the Financial Services industry.

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

Minus sign iconPlus sign icon1847Financial- New York, NY, & Wakefield, MA's tech stack includes HubSpot Analytics, Linkedin Insight Tag, ProcessWire, WordPress, MySQL, Microsoft 365, Miro and DigitalOcean Web Hosting.

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

Minus sign iconPlus sign icon1847Financial- 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?

Minus sign iconPlus sign icon1847Financial- New York, NY, & Wakefield, MA was founded in 1967.
1847Financial- New York, NY, & Wakefield, MA logo

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

Financial ServicesNew York, United States11-50 Employees

1847Financial is a national network of financial services firms affiliated with Penn Mutual and HTK, the broker-dealer and registered investment adviser. It extends the mutual-company ethos of Penn Mutual to independent financial professionals by offering customized support for building durable practices, including business planning and coaching. The network emphasizes a client-first approach to life insurance and wealth management and supports advisors with local-market resources.

Headquartered in New York, NY, and Wakefield, MA, the organization serves a national market within the financial services industry and positions itself as a primary affiliation partner for growth-oriented financial professionals. In 2025, it expanded leadership with Brandon Mann as Managing Principal for Utah/Arizona, signaling ongoing growth.

Section iconCompany Overview

Phone number
+1-212-697-****
Website
1847financial.com
NAICS Code
52 - Finance and Insurance
Founded
1967
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M - $100M

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

Company Leadership

  • President at 1847Financial- New York, NY, & Wakefield, MA
    H. P.
    President
    Mobile Phone
  • Managing Partner at 1847Financial- New York, NY, & Wakefield, MA
    J. S.
    Managing Partner
    Mobile Phone
  • Director at 1847Financial- New York, NY, & Wakefield, MA
    S. W.
    Director
    Mobile Phone
  • Director at 1847Financial- New York, NY, & Wakefield, MA
    S. S.
    Director
    Mobile Phone
  • Registered Representative at 1847Financial- New York, NY, & Wakefield, MA
    C. G.
    Registered Representative
    Mobile Phone

Employee Directory

  • Independent Financial Advisor at 1847Financial- New York, NY, & Wakefield, MA
    C. L.
    Independent Financial Advisor
    Mobile Phone
  • Financial Advisor at 1847Financial- New York, NY, & Wakefield, MA
    J. B.
    Financial Advisor
    Mobile Phone
  • Financial Professional at 1847Financial- New York, NY, & Wakefield, MA
    S. T.
    Financial Professional
    Mobile Phone

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