Insights

Small firm scale Anchor Certified Planners Grp is a small financial services firm with a lean team, suggesting opportunities to offer cost-effective, automated solutions that scale without large headcount increases.

Revenue potential Reported annual revenue in the $1M–$10M range indicates mid-market status with room for growth-focused services such as practice management, client experience platforms, and digital marketing to attract higher-net-worth segments.

Tech stack Current use of standard web technologies and analytics tools implies openness to modern fintech integrations, CRM enhancements, data analytics, and marketing automation to optimize client acquisition and retention.

Location edge Being based in Maitland, Florida positions the firm to leverage regional advisory market growth in Florida, with potential cross-sell opportunities to local professionals and small business owners.

Competitive landscape Operating alongside larger regional firms suggests a need for differentiated value propositions such as personalized planning, niche specialties, and scalable investment solutions to win share from bigger incumbents.

Anchor Certified Planners Grp Tech Stack

Anchor Certified Planners Grp uses 8 technology products and services including Smarsh, Microsoft 365, Modernizr, and more. Explore Anchor Certified Planners Grp's tech stack below.

Smarsh

Archiving

Microsoft 365

Modernizr

Javascript Libraries

HTML5 Mobile Boilerplate

Mobile Application Development Platforms

Google Tag Manager

Tag Management

Google Analytics

Web Analytics

Express

Web Frameworks

GoDaddy

Web Hosting

Anchor Certified Planners Grp Email Formats	Example	Percentage
First@billgrigat.com	John@billgrigat.com	100%

Anchor Certified Planners Grp Email Formats

Example

Percentage

First@billgrigat.com

John@billgrigat.com

100%

Frequently Asked Questions

What is Anchor Certified Planners Grp's phone number?

You can contact Anchor Certified Planners Grp's main corporate office by phone at

+1-800-782-****

. 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 Anchor Certified Planners Grp's official website and social media links?

Anchor Certified Planners Grp's official website is billgrigat.com and has social profiles on LinkedIn.

How much revenue does Anchor Certified Planners Grp generate?

As of August 2026, Anchor Certified Planners Grp's annual revenue is estimated to be $1M - $10M.

What is Anchor Certified Planners Grp's NAICS code?

Anchor Certified Planners Grp's NAICS code is 52 - Finance and Insurance.

How many employees does Anchor Certified Planners Grp have currently?

As of August 2026, Anchor Certified Planners Grp has approximately 5 employees across 1 continents, including North America. Key team members include Administrative Assistant: P. B.Secretaresse: K. D. C.. Explore Anchor Certified Planners Grp's employee directory with LeadIQ.

What industry does Anchor Certified Planners Grp belong to?

Anchor Certified Planners Grp operates in the Financial Services industry.

What technology does Anchor Certified Planners Grp use?

Anchor Certified Planners Grp's tech stack includes SmarshMicrosoft 365ModernizrHTML5 Mobile BoilerplateGoogle Tag ManagerGoogle AnalyticsExpressGoDaddy.

What is Anchor Certified Planners Grp's email format?

Anchor Certified Planners Grp's email format typically follows the pattern of First@billgrigat.com. Find more Anchor Certified Planners Grp email formats with LeadIQ.

Anchor Certified Planners Grp

Q: How many employees does Anchor Certified Planners Grp have currently?

Anchor Certified Planners Grp has approximately 5 employees.

Q: What technology does Anchor Certified Planners Grp use?

Anchor Certified Planners Grp's tech stack includes Google Tag Manager, HTML5 Mobile Boilerplate, Google Maps, Sqreen, Google Hosted Libraries.

Q: What is Anchor Certified Planners Grp's NAICS code?

Anchor Certified Planners Grp's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States2-10 Employees

Anchor Certified Planners Grp operates in the financial services sector and is based in Maitland, Florida.

The firm appears to be small in size, with a limited local footprint, and maintains a website at billgrigat.com.

The available information does not provide detail on its specific services, client base, or market niche. It is positioned as a small player within the broader financial services landscape in the region.

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