Insights

Market Demographics Annuity, Life & Fintech Advisors operates within the financial services sector, targeting senior business leaders seeking strategic advisory and project support, presenting opportunities to offer tailored Fintech solutions or strategic partnerships.

Client Profile Serving a niche market of senior decision-makers and private equity portfolios, the company may benefit from additional financial technology tools, compliance solutions, or enterprise-level consulting services aimed at optimizing client engagement.

Growth Potential With an annual revenue range of 10M to 25M and a small team, there is potential for expanding service offerings to larger firms or adjacent markets, providing cross-sell opportunities for advanced analytics, AI-driven insights, or productivity tools.

Technology Stack Utilizing platforms like WordPress, Google Analytics, and MySQL, the company shows openness to digital solutions, creating opportunities to introduce new client portal features, data security enhancements, or marketing automation tools.

Competitive Edge The firm emphasizes delivering high-impact, cost-efficient advisory services based on real-world experience, which can be complemented with partnership offers for innovative Fintech applications or strategic consulting to deepen client relationships.

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 FormatsExamplePercentage
First.Last@independence-associates.comJohn.Doe@independence-associates.com
31%
First@independence-associates.comJohn@independence-associates.com
19%
First.Last@independence-associates.comJohn.Doe@independence-associates.com
31%
First@independence-associates.comJohn@independence-associates.com
19%

Frequently Asked Questions

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

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Annuity, Life & Fintech Advisors's main headquarters is located at Nicollet Malecón Minneapolis, Minnesota United States. The company has employees across 2 continents, including North AmericaAsia.

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

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You can contact Annuity, Life & Fintech Advisors'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 Annuity, Life & Fintech Advisors's official website and social media links?

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

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

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Annuity, Life & Fintech Advisors's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

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

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As of March 2026, Annuity, Life & Fintech Advisors has approximately 6 employees across 2 continents, including North AmericaAsia. Key team members include Founder: M. S.Dsp/Crma: B. M.Investment & Management Consultant: N. G.. Explore Annuity, Life & Fintech Advisors's employee directory with LeadIQ.

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

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

What technology does Annuity, Life & Fintech Advisors use?

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

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

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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 ServicesMinnesota, United 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.

Section iconCompany Overview

Headquarters
Nicollet Malecón Minneapolis, Minnesota United States
Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Annuity, Life & Fintech Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Annuity, Life & Fintech Advisors's revenue is estimated to be in the range of $10M$25M

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