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
279

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  • United States Of America
    277
  • Canada
    2

Asia
10

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  • India
    8
  • Pakistan
    1
  • Indonesia
    1

Europe
4

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  • Germany
    2
  • Ukraine
    1
  • Poland
    1

Africa
2

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  • Ghana
    1
  • South Africa
    1

49 Financial's Leadership

  • Stylized image of a person
    J. M.
    Chief Operating Officer
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  • Stylized image of a person
    D. W.
    Chief Risk Officer
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  • Stylized image of a person
    W. I.
    Chief Marketing Officer
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  • Stylized image of a person
    L. R.
    Vice President - Minnesota
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  • Stylized image of a person
    L. W.
    President
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  • Stylized image of a person
    D. W.
    Head Of Business Development
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  • Stylized image of a person
    H. L.
    Founding Partner
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  • Stylized image of a person
    T. R.
    Market Vice President
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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
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    G. B.
    Principal
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    S. C. L.
    Advisor Recruiting Senior Coordinator
    Phone icon
    United StatesTennessee
    Feb 09, 2026
  • Stylized image of a person
    C. K.
    Financial Professional
    Phone icon
    Feb 25, 2026
  • Stylized image of a person
    L. T.
    Associate
    Phone icon
    United StatesNorth Carolina
    Oct 18, 2025
  • Stylized image of a person
    M. H.
    Associate
    Phone icon
    United StatesNorth Carolina
    Apr 17, 2026
  • Stylized image of a person
    C. T.
    Associate
    Phone icon
    United StatesMissouri
    Apr 13, 2026
  • Stylized image of a person
    N. G.
    Associate
    Phone icon
    United StatesMissouri
    May 21, 2026
  • Stylized image of a person
    J. E.
    Associate
    Phone icon
    United StatesMissouri
    Apr 16, 2026
  • Stylized image of a person
    A. W.
    Financial Professional
    Phone icon
    United StatesNorth Carolina
    Oct 27, 2025
  • Stylized image of a person
    A. H.
    Associate
    Phone icon
    United StatesGeorgia
    Oct 22, 2025

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. The company's main headquarters is located in Austin, Texas United States. 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 481 employees as of May 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are 49 Financial's key employees and leadership?

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

  • Chief Operating Officer: J. M.
  • Chief Risk Officer: D. W.
  • Chief Marketing Officer: W. I.
  • Vice President - Minnesota: L. R.
  • President: L. W.

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