Insights

Growth-Oriented Firms 1847Financial attracts high-performing, growth-oriented financial professionals and teams seeking a strong mutual company affiliation, presenting opportunities to offer tailored technology solutions and support services that enhance their client-first wealth management practices.

Leadership Expansion Recent hires of Managing Principals in Utah/Arizona and Nashville indicate ongoing regional growth, suggesting potential for providing localized marketing, training, and technology tools to support expanding markets and leadership development initiatives.

Digital Engagement The company's use of modern tech stacks and marketing tools like Monthly Marketing Guides demonstrates a focus on digital engagement; there is opportunity to introduce advanced client engagement platforms, CRM systems, or digital marketing solutions to boost advisor outreach.

Industry Partnerships Participation in events like the Advanced Markets Conference and Spring Summit highlights an open approach to strategic partnerships, opening doors for solutions that facilitate networking, event management, and industry collaboration tools.

Financial Stability With revenues ranging from 50 to 100 million dollars, 1847Financial presents a stable client base for premium financial technology, compliance solutions, and support services tailored to mid-sized asset and wealth management firms seeking growth and operational efficiency.

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 Open Graph, WordPress, MariaDB, and more. Explore 1847Financial- New York, NY, & Wakefield, MA's tech stack below.

Open Graph
Content Management System
WordPress
Content Management System
MariaDB
Database
Twemoji
Font Scripts
JSON-LD
Javascript Frameworks
jQuery Migrate
Javascript Libraries
Slider Revolution
Miscellaneous
Miro
Team Collaboration

Media & News

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 Formats	Example	Percentage
FLast@ewsnyc.com	JDoe@ewsnyc.com	84%
First@ewsnyc.com	John@ewsnyc.com	12%
First.Last@ewsnyc.com	John.Doe@ewsnyc.com	2%
LFirst@ewsnyc.com	DJohn@ewsnyc.com	2%
FLast@1847financial.com	JDoe@1847financial.com	91%
Last@1847financial.com	Doe@1847financial.com	8%
First@1847financial.com	John@1847financial.com	1%

Frequently Asked Questions

Where is 1847Financial- New York, NY, & Wakefield, MA's headquarters located?

1847Financial- New York, NY, & Wakefield, MA's main headquarters is located at 2 Park Avenue New York, New York 10016 United States. The company has employees across 2 continents, including North AmericaEurope.

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

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?

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

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

1847Financial- 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?

As of June 2026, 1847Financial- New York, NY, & Wakefield, MA has approximately 41 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?

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

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

1847Financial- New York, NY, & Wakefield, MA's tech stack includes Open GraphWordPressMariaDBTwemojiJSON-LDjQuery MigrateSlider RevolutionMiro.

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

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?

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

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.