Insights

Targeted Niche Annuity, Life & Fintech Advisors specializes in serving senior business leaders and private equity portfolios within the financial services sector, indicating a strong potential for premium, high-touch advisory solutions tailored to high-level decision makers.

Technology Integration The firm utilizes a modern tech stack including WordPress, Google Analytics, and MySQL, suggesting openness to digital enhancements and technology-driven service delivery, which can be leveraged for customized client engagement tools or data analytics offerings.

Financial Scope With revenue estimates ranging from 10 to 25 million dollars, the company exhibits solid financial health within the small to mid-market segment, presenting opportunities for scalable service solutions and strategic partnerships.

Service Diversity Offering comprehensive services spanning strategic advisory, project support, and execution planning for senior leaders and private equity clients positions the firm as a versatile partner, enabling cross-selling of different consulting and technology solutions.

Market Positioning As a boutique firm focusing on impactful, low-disruption consulting based on real-world experience, there is potential to introduce value-added services such as data-driven decision support or customized digital platforms to enhance client engagement and differentiation.

Similar companies to Annuity, Life & Fintech Advisors

Annuity, Life & Fintech Advisors Tech Stack

Annuity, Life & Fintech Advisors uses 8 technology products and services including Gravatar, WordPress, MySQL, and more. Explore Annuity, Life & Fintech Advisors's tech stack below.

Gravatar
Audio, Video, Graphics
WordPress
Content Management System
MySQL
Database
Twemoji
Font Scripts
jQuery
Javascript Libraries
Underscore.js
Javascript Libraries
Google Analytics
Web Analytics
Apache HTTP Server
Web Servers

Media & News

Annuity, Life & Fintech Advisors's Email Address Formats

Annuity, Life & Fintech Advisors uses at least 1 format(s):

Annuity, Life & Fintech Advisors Email Formats	Example	Percentage
First.Last@independence-associates.com	John.Doe@independence-associates.com	31%
First@independence-associates.com	John@independence-associates.com	19%
First.Last@independence-associates.com	John.Doe@independence-associates.com	31%
First@independence-associates.com	John@independence-associates.com	19%

Frequently Asked Questions

Where is Annuity, Life & Fintech Advisors's headquarters located?

Annuity, Life & Fintech Advisors's main headquarters is located at Nicollet Mall, Minneapolis, MN, US. The company has employees across 2 continents, including North AmericaAsia.

What is Annuity, Life & Fintech Advisors's phone number?

You can contact Annuity, Life & Fintech Advisors's main corporate office by phone at

+1-508-583-****

. 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 Annuity, Life & Fintech Advisors's official website and social media links?

Annuity, Life & Fintech Advisors's official website is independence-associates.com and has social profiles on LinkedIn.

What is Annuity, Life & Fintech Advisors's NAICS code?

Annuity, Life & Fintech Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Annuity, Life & Fintech Advisors have currently?

As of October 2025, Annuity, Life & Fintech Advisors has approximately 7 employees across 2 continents, including North AmericaAsia. Key team members include Founder: M. S.Investment & Management Consultant: N. G.Dsp/Crma: B. M.. Explore Annuity, Life & Fintech Advisors's employee directory with LeadIQ.

What industry does Annuity, Life & Fintech Advisors belong to?

Annuity, Life & Fintech Advisors operates in the Financial Services industry.

What technology does Annuity, Life & Fintech Advisors use?

Annuity, Life & Fintech Advisors's tech stack includes GravatarWordPressMySQLTwemojijQueryUnderscore.jsGoogle AnalyticsApache HTTP Server.

What is Annuity, Life & Fintech Advisors's email format?

Annuity, Life & Fintech Advisors's email format typically follows the pattern of First.Last@independence-associates.com. Find more Annuity, Life & Fintech Advisors email formats with LeadIQ.

Annuity, Life & Fintech Advisors

Financial ServicesUnited States2-10 Employees

Annuity, Life, Long-Term Care, & Fintech Advisors is a boutique advisory firm serving the unique needs of senior business leaders by providing three basic services. Our senior advisory service provides a sounding board for issues like strategy development, implementation planning, execution issues, what-if scenarios, team dynamics issues, etc. We provide unique access to unbiased, unfiltered, non-threatening and well-founded perspective on a wide array of issues. We also deliver project support for initiatives from strategic planning to product development, go-to-market strategies to deployment plans, etc. Unlike most consulting firms, Independence Associates brings real-world experience to bear yielding higher impact, faster, with less disruption, and lower cost. Finally, we offer similar services to companies in our Private Equity partner portfolios.