49 Financial logo

49 Financial Employee Directory

Financial ServicesTexas, United States201-500 Employees

49 Financial is a financial services firm headquartered in Austin, Texas, with 201 to 500 employees. The organization operates under the trade name 49 Financial and is registered with the U.S. Securities and Exchange Commission as an investment adviser. All investment advisory activities are conducted through 49 Financial, while commissionable product sales are performed under the supervision of Oakwood Capital Securities; the two entities are not affiliated. The firm emphasizes a holistic approach to clients' financial situations, aiming to add value through full financial planning or by complementing a client's existing arrangements. Additional information about its services, fees, conflicts of interest, and other disclosures is available through the SEC adviser information page and the company's website.

Find 49 Financial employees' phone numbers or email addresses

49 Financial Global Highlights

Location
Employees

North America
282

Minus sign iconPlus sign icon
  • United States Of America
    280
  • Canada
    2

Asia
10

Minus sign iconPlus sign icon
  • India
    8
  • Pakistan
    1
  • Indonesia
    1

Africa
3

Minus sign iconPlus sign icon
  • South Africa
    2
  • Ghana
    1

Europe
3

Minus sign iconPlus sign icon
  • Germany
    2
  • Ukraine
    1

49 Financial's Leadership

  • Chief Marketing Officer at 49 Financial
    W. I.
    Chief Marketing Officer
  • Vice President - Minnesota at 49 Financial
    L. R.
    Vice President - Minnesota
  • President at 49 Financial
    L. W.
    President
  • Director Strategic Marketing at 49 Financial
    J. M.
    Director Strategic Marketing
  • Manager at 49 Financial
    S. F.
    Manager
  • Senior Financial Advisor at 49 Financial
    C. C.
    Senior Financial Advisor
  • Senior Associate at 49 Financial
    C. H.
    Senior Associate
  • Principal at 49 Financial
    G. B.
    Principal

49 Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Business
  • Education
  • Other
  • Recruiting

Contact profiles from 49 Financial

Name
Title
Contact
Location
Last Update
  • President at 49 Financial
    L. W.
    President
    Sep 08, 2026
  • Chief Marketing Officer at 49 Financial
    W. I.
    Chief Marketing Officer
    India, Haryana
    Sep 02, 2026
  • Vice President - Minnesota at 49 Financial
    L. R.
    Vice President - Minnesota
    Sep 02, 2026
  • Director Strategic Marketing at 49 Financial
    J. M.
    Director Strategic Marketing
    Oct 23, 2024
  • Manager at 49 Financial
    S. F.
    Manager
    Oct 16, 2024
  • Senior Financial Advisor at 49 Financial
    C. C.
    Senior Financial Advisor
    Jun 27, 2026
  • Senior Associate at 49 Financial
    C. H.
    Senior Associate
    Sep 02, 2026
  • Principal at 49 Financial
    G. B.
    Principal
    Oct 16, 2024
  • Associate at 49 Financial
    C. K.
    Associate
    Jun 29, 2026
  • Financial Advisor at 49 Financial
    D. M.
    Financial Advisor
    Sep 02, 2026

Frequently Asked Questions

What is 49 Financial known for?

Minus sign iconPlus sign icon
49 Financial was founded in 2019 and operates in the Financial Services industry. Explore 49 Financial's company overview page for more information.

What is 49 Financial's most common email format?

Minus sign iconPlus sign icon
49 Financial employees' email format typically follows the pattern of First.Last@49financial.com. Trying to find reliable and up-to-date employee contact data? Find more 49 Financial email formats with LeadIQ.

How many employees does 49 Financial have currently?

Minus sign iconPlus sign icon
49 Financial has approximately 336 employees as of August 2026. These team members are located across 4 continents, including North America, Asia and Africa.

Who are 49 Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, 49 Financial's key employees include:

  • Chief Marketing Officer: W. I.
  • Vice President - Minnesota: L. R.
  • President: L. W.
  • Director Strategic Marketing: J. M.
  • Manager: S. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.