Insights

Personalized Client Focus Battaglini & Co specializes in delivering tailored financial and tax advice, emphasizing personalized service and strong client relationships, which could benefit from advanced CRM solutions to enhance client engagement and retention.

Technology Adoption Leveraging state-of-the-art real-time technology through LPL Financial presents an opportunity to introduce complementary financial planning tools, analytics software, or cybersecurity services to improve operational efficiency.

Market Positioning Operating within the competitive financial advisory space with smaller scale suggests potential growth through strategic marketing, digital outreach, or expanding service offerings to attract high-net-worth clients and larger firms.

Revenue Growth Potential With revenues between 1 million and 10 million, there is scope for financial technology solutions that enhance scaling capabilities, automate compliance, or optimize investment management processes to increase profitability.

Regulatory and Compliance Support Partnering with large firms like LPL Financial indicates a need for robust compliance, regulatory technology, and risk management services, offering prospects for specialized consulting or software solutions tailored to small financial advisory firms.

Battaglini & Co Tech Stack

Battaglini & Co uses 8 technology products and services including Section.io, Cloudflare, JSON-LD, and more. Explore Battaglini & Co's tech stack below.

  • Section.io
    Content Delivery Network
  • Cloudflare
    Content Management System
  • JSON-LD
    Javascript Frameworks
  • Google Maps
    Maps
  • Site24x7
    Real User Monitoring
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

Battaglini & Co's Email Address Formats

Battaglini & Co uses at least 1 format(s):
Battaglini & Co Email FormatsExamplePercentage
First@supercpa.comJohn@supercpa.com
50%
First@supercpa.comJohn@supercpa.com
50%

Frequently Asked Questions

Where is Battaglini & Co's headquarters located?

Minus sign iconPlus sign icon
Battaglini & Co's main headquarters is located at 1049 Lancaster Avenue, Berwyn, PA 19312, US. The company has employees across 1 continents, including North America.

What is Battaglini & Co's official website and social media links?

Minus sign iconPlus sign icon
Battaglini & Co's official website is supercpa.com and has social profiles on LinkedIn.

What is Battaglini & Co's NAICS code?

Minus sign iconPlus sign icon
Battaglini & Co's NAICS code is 52 - Finance and Insurance.

How many employees does Battaglini & Co have currently?

Minus sign iconPlus sign icon
As of December 2025, Battaglini & Co has approximately 3 employees across 1 continents, including North America. Key team members include Chief Executive Officer: J. B.Director Of First Impressions: J. B.. Explore Battaglini & Co's employee directory with LeadIQ.

What industry does Battaglini & Co belong to?

Minus sign iconPlus sign icon
Battaglini & Co operates in the Financial Services industry.

What technology does Battaglini & Co use?

Minus sign iconPlus sign icon
Battaglini & Co's tech stack includes Section.ioCloudflareJSON-LDGoogle MapsSite24x7Cloudflare Bot ManagementGoogle AnalyticsAddThis.

What is Battaglini & Co's email format?

Minus sign iconPlus sign icon
Battaglini & Co's email format typically follows the pattern of First@supercpa.com. Find more Battaglini & Co email formats with LeadIQ.

Battaglini & Co

Financial ServicesUnited States2-10 Employees

We provide qualified personalized advice to our clients on how to manage their tax and financial affairs to reach their personal goals.

Because no two clients are the same, Battaglini & Company client relationships are built on personal attention, integrity, and professionalism. By developing committed relationships with our clients, we are able to deliver seasoned guidance that is highly tailored to our client’s individual needs and financial situation, backed by complete professionalism.  Together, we evaluate and plan for family protection and long term wealth using strategies and services offered by leading insurance and investment and financial institution.

My affiliation with LPL Financial provides us with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.

Securities offered through LPL Financial, member finra.org sipc.org. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Battaglini & Company are separate entities from LPL Financial. LPL does not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

Third party posts found on this profile do not reflect the views of LPL Financial  and have not been reviewed by LPL Financial as to accuracy or completeness. 

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Section iconCompany Overview

Headquarters
1049 Lancaster Avenue, Berwyn, PA 19312, US
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Battaglini & Co's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Battaglini & Co's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.