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

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  • United States Of America
    280
  • Canada
    2

Asia
10

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  • India
    8
  • Pakistan
    1
  • Indonesia
    1

Africa
3

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  • South Africa
    2
  • Ghana
    1

Europe
3

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  • Germany
    2
  • Ukraine
    1

49 Financial's Leadership

  • Stylized image of a person
    W. I.
    Chief Marketing Officer
    Phone icon
  • Stylized image of a person
    L. R.
    Vice President - Minnesota
    Phone icon
  • Stylized image of a person
    L. W.
    President
    Phone icon
  • Stylized image of a person
    J. M.
    Director Strategic Marketing
    Phone icon
  • Stylized image of a person
    S. F.
    Manager
    Phone icon
  • Stylized image of a person
    C. C.
    Senior Financial Advisor
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  • Stylized image of a person
    C. H.
    Senior Associate
    Phone icon
  • Stylized image of a person
    G. B.
    Principal
    Phone icon

49 Financial Employee Metrics

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

Contact profiles from 49 Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. W.
    President
    Phone icon
    Jul 30, 2026
  • Stylized image of a person
    W. I.
    Chief Marketing Officer
    Phone icon
    IndiaHaryana
    Nov 19, 2025
  • Stylized image of a person
    L. R.
    Vice President - Minnesota
    Phone icon
    Jun 30, 2026
  • Stylized image of a person
    J. M.
    Director Strategic Marketing
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    S. F.
    Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    C. C.
    Senior Financial Advisor
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    C. H.
    Senior Associate
    Phone icon
    Jun 03, 2026
  • Stylized image of a person
    G. B.
    Principal
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    C. K.
    Associate
    Phone icon
    Jun 29, 2026
  • Stylized image of a person
    D. M.
    Financial Advisor
    Phone icon
    Jun 08, 2026

Frequently Asked Questions

What is 49 Financial known for?

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49 Financial was founded in 2019 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?

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49 Financial employees' email format typically follows the pattern of . 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?

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49 Financial has approximately 307 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaAfrica.

Who are 49 Financial's key employees and leadership?

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As of July 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.

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