Insights

Boutique scale Small firm with minimal headcount suggests high-touch client service and potential for personalized advisory partnerships or white-label platforms tailored to individual financial needs.

Independent partnerships Affiliations with Cetera Advisor Networks and Summit Financial Group indicate openness to collaborative platforms, custody solutions, and hybrid advisory models that can be upsold to an expanding client base.

Education focus Emphasis on education and best practices presents an opportunity to provide content platforms, learning management tools, and client education programs that enhance engagement and referral potential.

Digital footprint Existing tech stack including Cloudflare services and social integrations points to readiness for digital marketing, SEO, and security enhancements to attract high-value prospects.

Growth potential Revenue range and industry peers indicate a market where scalable services such as compliance-ready tech solutions, CRM integrations, and marketing automation could accelerate client acquisition and revenue growth.

60 Financial Tech Stack

60 Financial uses 8 technology products and services including Cloudflare, FMG Suite, Font Awesome, and more. Explore 60 Financial's tech stack below.

  • Cloudflare
    Content Management System
  • FMG Suite
    Content Marketing
  • Font Awesome
    Font Scripts
  • Google Maps
    Maps
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Facebook
    Widgets

60 Financial's Email Address Formats

60 Financial uses at least 1 format(s):
60 Financial Email FormatsExamplePercentage
First@60financial.comJohn@60financial.com
100%

Frequently Asked Questions

What is 60 Financial's official website and social media links?

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60 Financial's official website is 60financial.com and has social profiles on LinkedIn.

How much revenue does 60 Financial generate?

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As of July 2026, 60 Financial's annual revenue is estimated to be <$1M.

What is 60 Financial's NAICS code?

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60 Financial's NAICS code is 52 - Finance and Insurance.

How many employees does 60 Financial have currently?

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As of July 2026, 60 Financial has approximately 1 employees across 1 continents, including North America. Key team members include Founder & Ceo: S. J.. Explore 60 Financial's employee directory with LeadIQ.

What industry does 60 Financial belong to?

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60 Financial operates in the Financial Services industry.

What technology does 60 Financial use?

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60 Financial's tech stack includes CloudflareFMG SuiteFont AwesomeGoogle MapsCloudflare Bot ManagementGoogle Tag ManagerBootstrapFacebook.

What is 60 Financial's email format?

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60 Financial's email format typically follows the pattern of First@60financial.com. Find more 60 Financial email formats with LeadIQ.

When was 60 Financial founded?

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60 Financial was founded in 2019.
60 Financial logo

60 Financial

Financial ServicesGeorgia, United States0-1 Employees

60 Financial operates in the financial services sector as a financial advisory firm based in Johns Creek, Georgia. Its approach centers on engaging clients to earn their trust and support their financial goals, while organizing activities and providing a platform for education and sharing best practices among clients. The company works with clients seeking securities guidance through Cetera Advisor Networks LLC and offers advisory services through Summit Financial Group, Inc., with the two entities affiliated yet independently owned. Targeted at individuals seeking qualified financial advice, 60 Financial focuses on organizing educational resources and facilitating client collaboration within its advisory and brokerage framework. The firm sits within a broader ecosystem of large national financial services firms, positioning itself as a local advisor supported by established networks in the industry. The organization is based in the United States, specifically in the Johns Creek area of Georgia, and operates with a small-scale team. A notable recent development is its collaboration structure with Cetera and Summit Financial Group to provide integrated advisory and brokerage services.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
0-1

Section iconFunding & Financials

  • <$1M

    60 Financial's revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    60 Financial's revenue is estimated to be in the range of <$1M

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