What is Berthel Fisher Companies's NAICS code?

Berthel Fisher Companies's NAICS code is 52 (Finance and Insurance).

Insights

Growth Hiring Recent leadership additions in business development and recruiting (VP of BD and VP of Recruiting) signal an active growth focus and potential demand for partner enablement, training platforms, and scalable advisor onboarding solutions.

Acquisition Momentum Strategic acquisitions such as Lifecarestrategy and MP Butterworth & Associates indicate a consolidation phase and integration needs for technology, data, and operational playbooks to unify platforms and client experience.

Technology Stack A diversified tech stack (The Trade Desk, iCIMS, AWS, Zoho, HubSpot, DocuSign, Datadog, Piwik PRO Core) presents opportunities to pitch interoperability, security, data analytics, and CRM/marketing automation enhancements tailored to financial services.

Mid‑Market Focus With revenue in the multi‑hundred million range and employee scale under 200, Berthel Fisher represents a mid‑market target for scalable wealth management platforms, advisor tooling, and compliance solutions that support growth without excessive customization.

Talent and Retention Dedicated executive leadership presence and a high emphasis on recruiting and business development roles suggest value in offerings around talent development, performance management, and succession planning to sustain growth.

Berthel Fisher Companies Tech Stack

Berthel Fisher Companies uses 8 technology products and services including The Trade Desk, iCIMS, Amazon Web Services, and more. Explore Berthel Fisher Companies's tech stack below.

The Trade Desk

Advertising

iCIMS

Applicant Tracking Systems

Amazon Web Services

Cloud Hosting

Zoho

Customer Relationship Management

Marketing Automation

Miscellaneous

Real User Monitoring

Web Analytics

Berthel Fisher Companies Email Formats	Example	Percentage
FLast@berthel.com	JDoe@berthel.com	98%
First@berthel.com	John@berthel.com	2%

Berthel Fisher Companies Email Formats

Example

Percentage

FLast@berthel.com

JDoe@berthel.com

98%

First@berthel.com

John@berthel.com

Frequently Asked Questions

What is Berthel Fisher Companies's phone number?

You can contact Berthel Fisher Companies's main corporate office by phone at

+1-319-447-****

. 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 Berthel Fisher Companies's official website and social media links?

Berthel Fisher Companies's official website is berthel.com and has social profiles on LinkedIn.

How much revenue does Berthel Fisher Companies generate?

As of August 2026, Berthel Fisher Companies's annual revenue is estimated to be $100M - $250M.

What is Berthel Fisher Companies's SIC code and NAICS code?

Berthel Fisher Companies's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Berthel Fisher Companies have currently?

As of August 2026, Berthel Fisher Companies has approximately 98 employees across 2 continents, including North America and Asia. Key team members include Chief Administrative Officer: J. S., Vp Legal & Regulatory Matters: S. D. and Vice President Controller: D. W. Explore Berthel Fisher Companies's employee directory with LeadIQ.

What industry does Berthel Fisher Companies belong to?

Berthel Fisher Companies operates in the Financial Services industry.

What technology does Berthel Fisher Companies use?

Berthel Fisher Companies's tech stack includes The Trade Desk, iCIMS, Amazon Web Services, Zoho, HubSpot, DocuSign, Datadog and Piwik PRO Core.

What is Berthel Fisher Companies's email format?

Berthel Fisher Companies's email format typically follows the pattern of FLast@berthel.com. Find more Berthel Fisher Companies email formats with LeadIQ.

When was Berthel Fisher Companies founded?

Berthel Fisher Companies was founded in 1985.

Berthel Fisher Companies

Q: What is Berthel Fisher Companies's official website and social media links?

Berthel Fisher Companies's official website is berthel.com. Berthel Fisher Companies has social profiles on LinkedIn.

Q: How many employees does Berthel Fisher Companies have currently?

Berthel Fisher Companies has approximately 98 employees.

Q: What technology does Berthel Fisher Companies use?

Berthel Fisher Companies's tech stack includes HubSpot, Cloudflare CDN, Open Graph, LinkedIn, RequireJS.

Financial ServicesIowa, United States51-200 Employees

Berthel Fisher Companies is a mid-sized financial services firm based in Cedar Rapids, Iowa, founded in 1985. As a trade name of Berthel Fisher & Company, it encompasses several subsidiaries that collectively offer investment products and advisory services for financial professionals and their clients. Leadership emphasizes field experience, and Tom Berthel continues to personally manage his own client relationships.

The group includes broker-dealer operations, a registered SEC investment advisory firm, securities management and research, and an insurance agency, all operating as independent legal entities under the parent company. In 2023, Andrew Christofferson was named president and chief executive officer, reflecting ongoing leadership changes within the organization.

Insights

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