Insights

Niche Growth Small team size and local presence in Morton Grove suggest Beckwith Financial Group may benefit from targeted advisory, marketing automation, and scalable client onboarding solutions to support growth while keeping personalized service.

Tech Enablement Current tech stack includes Microsoft 365 and GoDaddy; opportunities exist to upsell integrated cybersecurity, document management, CRM, and financial planning software that harmonizes with their existing Microsoft ecosystem.

Budget Watch Revenue under $1M indicates a strategic window for cost optimization, cloud licensing efficiency, and modular tech deployments that deliver quick ROI without large upfront commitments.

Market Positioning Competitor landscape features large players; position Beckwith as a boutique, highly personalized service with scalable tech-driven processes to attract clients seeking hands-on attention from smaller firms.

Growth Path Potential cross-sell and partnerships with mid-sized firms or platforms in the financial services ecosystem; propose white-labeling or referral arrangements to expand reach while maintaining core brand.

Similar companies to Beckwith Financial Group

T. Rowe Price
8.5K$1B - $10B
Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
1$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
29K$10B+
Personal Capital
1.8K$1B - $10B
LPL Financial
15K$10B+
Merrill Lynch
35K$10B+
Creative Planning
2.7K$1B - $10B
Morgan Stanley
102K$10B+
Edward Jones
50K$10B+

Beckwith Financial Group Tech Stack

Beckwith Financial Group uses 4 technology products and services including Microsoft 365, Office 365, Microsoft ASP.NET, and more. Explore Beckwith Financial Group's tech stack below.

Microsoft 365
Email
Office 365
Office Suites
Microsoft ASP.NET
Web Frameworks
GoDaddy
Web Hosting

Beckwith Financial Group's Email Address Formats

Beckwith Financial Group uses at least 1 email format:

Beckwith Financial Group Email Formats	Example	Percentage
FLast@beckwithgroup.com	JDoe@beckwithgroup.com	100%

Frequently Asked Questions

What is Beckwith Financial Group's phone number?

You can contact Beckwith Financial Group's main corporate office by phone at

+1-269-375-****

. 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 Beckwith Financial Group's official website and social media links?

Beckwith Financial Group's official website is beckwithgroup.com and has social profiles on LinkedIn.

How much revenue does Beckwith Financial Group generate?

As of September 2026, Beckwith Financial Group's annual revenue is estimated to be <$1M.

What is Beckwith Financial Group's NAICS code?

Beckwith Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Beckwith Financial Group have currently?

As of September 2026, Beckwith Financial Group has approximately 4 employees across 2 continents, including North America and Oceania. Key team members include Owner: C. B. Explore Beckwith Financial Group's employee directory with LeadIQ.

What industry does Beckwith Financial Group belong to?

Beckwith Financial Group operates in the Financial Services industry.

What technology does Beckwith Financial Group use?

Beckwith Financial Group's tech stack includes Microsoft 365, Office 365, Microsoft ASP.NET and GoDaddy.

What is Beckwith Financial Group's email format?

Beckwith Financial Group's email format typically follows the pattern of FLast@beckwithgroup.com. Find more Beckwith Financial Group email formats with LeadIQ.

Beckwith Financial Group

Q: How many employees does Beckwith Financial Group have currently?

Beckwith Financial Group has approximately 4 employees.

Q: What industry does Beckwith Financial Group belong to?

Beckwith Financial Group operates in the Financial Services industry.

Q: What technology does Beckwith Financial Group use?

Beckwith Financial Group's tech stack includes GoDaddy, Microsoft ASP.NET, Office 365, Microsoft 365.

Q: What is Beckwith Financial Group's NAICS code?

Beckwith Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesIllinois, United States2-10 Employees

Beckwith Financial Group operates in the financial services industry and is based in Morton Grove, Illinois. The firm appears to offer financial services to clients, with its location indicating a service footprint within the Chicago metropolitan area. The company is small in size, employing a limited team, which suggests a personalized approach to client engagement and advisory services. This overview reflects the information provided and does not assume additional offerings or capabilities beyond what is stated.