Insights

Growth through partnerships The company has a track record of strategic partnerships and expansions, including a Shariah-compliant property finance collaboration with Nomo Bank and a recent in-house digital marketing platform investment, signaling openness to new financial products and distribution channels.

Digital marketing lift Recent acquisition of a marketing agency to power in-house digital marketing and lead generation indicates a strong emphasis on client acquisition, analytics, and scalable outreach—a potential fit for your marketing tech, CRM, or demand-gen services.

Asset diversification Significant investment activity such as purchasing a multi-million stake in the iShares Global Healthcare ETF suggests appetite for diversified portfolios and external asset management services, presenting opportunities for investment platforms, advisory, and risk management solutions.

Leadership expansion New leadership roles in later life and business development imply ongoing growth initiatives and client lifecycle management needs, creating opportunities for advisory services, CRM optimization, and client retention programs.

Growth-ready SME focus With a mid-sized employee base and annual revenue in the lower to mid billions, the company operates like a high-potential financial services firm poised for scalable tech, compliance, and customer experience enhancements—ideal for platform integrations, security solutions, and enterprise-grade support.

Similar companies to ACCESS FINANCIAL SERVICES, INC.

ACCESS FINANCIAL SERVICES, INC. Tech Stack

ACCESS FINANCIAL SERVICES, INC. uses 8 technology products and services including iCIMS, WordPress, Shopify, and more. Explore ACCESS FINANCIAL SERVICES, INC.'s tech stack below.

Media & News

ACCESS FINANCIAL SERVICES, INC.'s Email Address Formats

ACCESS FINANCIAL SERVICES, INC. uses at least 2 email formats:
ACCESS FINANCIAL SERVICES, INC. Email FormatsExamplePercentage
First@accessafs.comJohn@accessafs.com
96%
FirstL@accessafs.comJohnD@accessafs.com
4%

Frequently Asked Questions

What is ACCESS FINANCIAL SERVICES, INC.'s phone number?

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You can contact ACCESS FINANCIAL SERVICES, INC.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ACCESS FINANCIAL SERVICES, INC.'s official website and social media links?

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ACCESS FINANCIAL SERVICES, INC.'s official website is accessafs.com and has social profiles on LinkedIn.

How much revenue does ACCESS FINANCIAL SERVICES, INC. generate?

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As of September 2026, ACCESS FINANCIAL SERVICES, INC.'s annual revenue is estimated to be $10M - $25M.

What is ACCESS FINANCIAL SERVICES, INC.'s SIC code and NAICS code?

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ACCESS FINANCIAL SERVICES, INC.'s SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does ACCESS FINANCIAL SERVICES, INC. have currently?

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As of September 2026, ACCESS FINANCIAL SERVICES, INC. has approximately 44 employees across 1 continents, including North America. Key team members include Vice President , Operations: A. G., Founder: S. K. and Vice President, Operations: A. G. Explore ACCESS FINANCIAL SERVICES, INC.'s employee directory with LeadIQ.

What industry does ACCESS FINANCIAL SERVICES, INC. belong to?

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ACCESS FINANCIAL SERVICES, INC. operates in the Financial Services industry.

What technology does ACCESS FINANCIAL SERVICES, INC. use?

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ACCESS FINANCIAL SERVICES, INC.'s tech stack includes iCIMS, WordPress, Shopify, Microsoft 365, Brevo, Google Maps, Constant Contact and Piwik PRO Core.

What is ACCESS FINANCIAL SERVICES, INC.'s email format?

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ACCESS FINANCIAL SERVICES, INC.'s email format typically follows the pattern of First@accessafs.com. Find more ACCESS FINANCIAL SERVICES, INC. email formats with LeadIQ.

When was ACCESS FINANCIAL SERVICES, INC. founded?

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ACCESS FINANCIAL SERVICES, INC. was founded in 1990.
ACCESS FINANCIAL SERVICES, INC. logo

ACCESS FINANCIAL SERVICES, INC.

Financial ServicesMinnesota, United States11-50 Employees

ACCESS FINANCIAL SERVICES, INC. is a Minneapolis-based firm in the financial services sector that provides financial planning and asset management services. The company emphasizes a comprehensive, customized, and integrated approach designed to bring order, discipline, risk management, and wealth enhancement to clients' financial lives. Its services target individuals seeking disciplined guidance and coordinated strategies across planning and asset oversight. Within the industry, the firm functions as a client-focused advisory practice that prioritizes integrated wealth planning over standalone products. 

The organization operates from Minneapolis, Minnesota, and maintains a small to mid-sized team. A recent development in 2025 was the appointment of Rob Jarvis as business development manager, indicating leadership expansion.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1990
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    ACCESS FINANCIAL SERVICES, INC.'s revenue is estimated to be in the range of $10M - $25M

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