Insights

Mutual company value 1847Financial is a national organization affiliated with Penn Mutual and HTK, emphasizing a client-first, mutual company model. This suggests sales opportunities around client-centric planning, holistic wealth management, and leveraging HTK’s broker/dealer capabilities to offer integrated solutions.

Growth oriented The firm targets high-performing, growth-oriented financial professionals and teams seeking primary affiliation with Penn Mutual and HTK. This indicates potential for recruitment-driven partnerships, agency expansions, and sales enablement services aimed at scaling advisor networks.

Regional expansion Recent leadership hires and regional events (Utah/Arizona Managing Principal, Nashville Spring Summit, and national conferences) show ongoing geographic expansion. Opportunities exist to tailor marketing automation, event enablement, and localized practice management tools for new markets.

Marketing support Launch of Monthly Marketing Guide and other dedicated marketing resources signals demand for scalable, turnkey marketing solutions. Potential upsell of marketing automation, content programs, and co-branded campaigns to deepen advisor engagement and client acquisition.

Technology footprint Tech stack includes standard web and analytics tools (cdnjs, Google Tag Manager, Yoast SEO, jQuery). This presents opportunities for advanced marketing analytics, SEO optimization services, and fintech integrations to enhance digital presence and lead capture.

1847Financial Dallas/Fort Worth Tech Stack

1847Financial Dallas/Fort Worth uses 8 technology products and services including cdnjs, Twemoji, Lightbox, and more. Explore 1847Financial Dallas/Fort Worth's tech stack below.

  • cdnjs
    Content Delivery Network
  • Twemoji
    Font Scripts
  • Lightbox
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • bxSlider
    Web Tools And Plugins
  • jQuery Validation Plugin
    Web Tools And Plugins

1847Financial Dallas/Fort Worth's Email Address Formats

1847Financial Dallas/Fort Worth uses at least 3 format(s):
1847Financial Dallas/Fort Worth Email FormatsExamplePercentage
FLast@armorwealth.comJDoe@armorwealth.com
95%
LastFir@armorwealth.comDoeJoh@armorwealth.com
3%
LFirst@armorwealth.comDJohn@armorwealth.com
2%
First@wealthstrategiesinc.comJohn@wealthstrategiesinc.com
100%
FLast@1847financial.comJDoe@1847financial.com
91%
Last@1847financial.comDoe@1847financial.com
8%
First@1847financial.comJohn@1847financial.com
1%

Frequently Asked Questions

What is 1847Financial Dallas/Fort Worth's phone number?

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You can contact 1847Financial Dallas/Fort Worth'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 Dallas/Fort Worth's official website and social media links?

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1847Financial Dallas/Fort Worth's official website is 1847financial.com and has social profiles on LinkedIn.

What is 1847Financial Dallas/Fort Worth's NAICS code?

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1847Financial Dallas/Fort Worth's NAICS code is 52 - Finance and Insurance.

How many employees does 1847Financial Dallas/Fort Worth have currently?

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As of July 2026, 1847Financial Dallas/Fort Worth has approximately 36 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer: B. R.Chief Financial Officer / Financial Operations: S. K.Vice President Of Investment Services: L. V.. Explore 1847Financial Dallas/Fort Worth's employee directory with LeadIQ.

What industry does 1847Financial Dallas/Fort Worth belong to?

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1847Financial Dallas/Fort Worth operates in the Financial Services industry.

What technology does 1847Financial Dallas/Fort Worth use?

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1847Financial Dallas/Fort Worth's tech stack includes cdnjsTwemojiLightboxSwiperYoast SEOGoogle Tag ManagerbxSliderjQuery Validation Plugin.

What is 1847Financial Dallas/Fort Worth's email format?

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1847Financial Dallas/Fort Worth's email format typically follows the pattern of FLast@armorwealth.com. Find more 1847Financial Dallas/Fort Worth email formats with LeadIQ.

When was 1847Financial Dallas/Fort Worth founded?

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1847Financial Dallas/Fort Worth was founded in 1847.
1847Financial Dallas/Fort Worth logo

1847Financial Dallas/Fort Worth

Financial ServicesTexas, United States11-50 Employees

1847 Financial operates as a national network of financial services firms aligned with Penn Mutual and its HTK partner. It supports advisers with customized planning and local coaching to help build durable, client-focused life insurance and wealth-management practices. Based in Addison, Texas, the organization promotes itself as an affiliation option for professionals seeking the backing of a mutual company and a broker-dealer partner.

Its target market comprises high-performing financial professionals and their teams seeking a primary company affiliation with Penn Mutual and HTK, which provides securities and advisory services. In 2025, the firm announced the appointment of Brandon Mann as Managing Principal for Utah/Arizona, reflecting leadership expansion.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1847
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    1847Financial Dallas/Fort Worth's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    1847Financial Dallas/Fort Worth's revenue is estimated to be in the range of $25M$50M

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