Insights

Targeted Client Niche 25 Financial specializes in high-net-worth individuals such as physicians and business owners, presenting an opportunity to tailor wealth management solutions and financial products that address unique healthcare-related financial challenges, including student debt, litigation risks, and retirement planning.

Growth Potential With revenue ranging from 25 to 50 million dollars and a focused employee base, there is scope for expanding service offerings, enhancing digital tools, or forming strategic partnerships to scale operations and deepen client relationships within the niche market.

Technology Stack The company’s utilization of modern web technologies like Yoast SEO, Google Analytics, and multimedia integrations indicates a digital-first approach, opening doors to opportunities in digital marketing, online client engagement, and innovative financial advisory tools tailored for high-net-worth clients.

Competitive Landscape Positioned among industry giants with thousands of employees and global brands, 25 Financial can leverage its niche focus and personalized services to differentiate itself from larger, more generic firms, creating a niche sales proposition for specialized financial products and exclusive service packages.

Market Trends The increasing demand for specialized wealth management services for healthcare professionals suggests a rising market opportunity, enabling proactive outreach and customized solutions to meet the evolving financial needs of this targeted demographic.

25 Financial Tech Stack

25 Financial uses 8 technology products and services including oEmbed, Twemoji, Element UI, and more. Explore 25 Financial's tech stack below.

  • oEmbed
    Dev Tools
  • Twemoji
    Font Scripts
  • Element UI
    Javascript Frameworks
  • OWL Carousel
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics
  • prettyPhoto
    Web Tools And Plugins

25 Financial's Email Address Formats

25 Financial uses at least 1 format(s):
25 Financial Email FormatsExamplePercentage
First.Last@25financial.comJohn.Doe@25financial.com
50%
First.Last@25financial.comJohn.Doe@25financial.com
50%

Frequently Asked Questions

What is 25 Financial's official website and social media links?

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25 Financial's official website is 25financial.com and has social profiles on LinkedIn.

What is 25 Financial's NAICS code?

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25 Financial's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does 25 Financial have currently?

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As of December 2025, 25 Financial has approximately 17 employees across 2 continents, including North AmericaAsia. Key team members include Chief Operating Officer: P. W.Managing Partner, Advisor: R. L.Managing Partner And Co-Founder: J. L.. Explore 25 Financial's employee directory with LeadIQ.

What industry does 25 Financial belong to?

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25 Financial operates in the Investment Management industry.

What technology does 25 Financial use?

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25 Financial's tech stack includes oEmbedTwemojiElement UIOWL CarouselYoast SEOYouTubeGoogle AnalyticsprettyPhoto.

What is 25 Financial's email format?

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25 Financial's email format typically follows the pattern of First.Last@25financial.com. Find more 25 Financial email formats with LeadIQ.

When was 25 Financial founded?

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25 Financial was founded in 2017.

25 Financial

Investment ManagementMissouri, United States11-50 Employees

25 Financial is a private wealth management firm providing financial planning for physicians, business owners, and other high-net-worth accredited investors.

Wealth management for physicians is unlike financial planning for the general public. Physicians graduate with loads of student loan debt, begin retirement planning later in life, have shorter time horizons to reach their much larger-than-average retirement income goals and have a target on their back for lawsuits and taxes throughout their careers.

We believe financial planning for doctors must be comprehensive, unbiased and always in the physician’s best interest.

Invest with partners you can trust to help you make the most of every dollar, hour and opportunity. Allow us to help you clarify your goals and execute your plan with rigor, progress and accountability. Let us work for you so that you can live your life to its fullest potential.

Disclosures at linktr.ee/investingmore

Securities offered through Great Point Capital, LLC; member FINRA/SIPC/IEX. Advisory services are offered through 25 Financial, a Securities and Exchange Commission Registered Investment Advisor. Great Point Capital, LLC and 25 Financial are separately owned and unaffiliated entities.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    25 Financial's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    25 Financial's revenue is estimated to be in the range of $25M$50M

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