Insights

Affluent SMB Target Mid-sized financial services firm with 51-200 employees and revenue between 100M and 250M, based in Dallas, serving thousands of local individuals, families, and businesses. Potential for advisory, wealth management, and retirement planning services tailored to growing client bases and business owners.

Securities Channel Regulated advisory services are offered through registered representatives of a larger broker-dealer network (MML Investors Services, LLC). Opportunity to position enhanced advisory platforms, compliance-ready tech, and bundled investment solutions for both individual and business clients.

Tech Stack Uses cloud and web technologies (AWS, Cloudflare, CDN, jQuery UI, Google Tag Manager). Potential to upsell modern data analytics, cybersecurity hardening, and client portal enhancements to improve digital customer experience and operational efficiency.

Growth Potential High revenue band with an established regional footprint and event marketing (Bluecrest Financial Forum). Sales opportunities exist in expanding financial planning, risk management, and legacy planning services to scale with a growing client base.

Security &Trust Emphasis on licensing and regulated operations suggests a need for robust governance, compliance, and secure data handling. Cross-sell of compliance tooling, KYC/AML solutions, and secure client communications to support regulatory requirements.

Similar companies to Bluecrest Financial Alliances

Bluecrest Financial Alliances Tech Stack

Bluecrest Financial Alliances uses 8 technology products and services including Amazon Web Services, cdnjs, Font Awesome, and more. Explore Bluecrest Financial Alliances's tech stack below.

Amazon Web Services
Cloud Hosting
cdnjs
Content Delivery Network
Font Awesome
Font Scripts
jQuery UI
Javascript Libraries
Amazon ALB
Load Balancers
Cloudflare Bot Management
Security
Google Tag Manager
Tag Management
X-Content-Type-Options
Web & Portal Technology

Bluecrest Financial Alliances's Email Address Formats

Bluecrest Financial Alliances uses at least 3 format(s):

Bluecrest Financial Alliances Email Formats	Example	Percentage
FLast@bluecrestfa.com	JDoe@bluecrestfa.com	94%
First.Last@bluecrestfa.com	John.Doe@bluecrestfa.com	3%
FL@bluecrestfa.com	JD@bluecrestfa.com	2%
FirstLast@bluecrestfa.com	JohnDoe@bluecrestfa.com	1%
FLast@financialguide.com	JDoe@financialguide.com	81%
FirstLast@financialguide.com	JohnDoe@financialguide.com	14%
LastFirst@financialguide.com	DoeJohn@financialguide.com	4%
LFirst@financialguide.com	DJohn@financialguide.com	1%

Frequently Asked Questions

What is Bluecrest Financial Alliances's official website and social media links?

Bluecrest Financial Alliances's official website is bluecrestfa.com and has social profiles on LinkedIn.

How much revenue does Bluecrest Financial Alliances generate?

As of July 2026, Bluecrest Financial Alliances's annual revenue is estimated to be $100M - $250M.

What is Bluecrest Financial Alliances's NAICS code?

Bluecrest Financial Alliances's NAICS code is 52 - Finance and Insurance.

How many employees does Bluecrest Financial Alliances have currently?

As of July 2026, Bluecrest Financial Alliances has approximately 82 employees across 2 continents, including North AmericaEurope. Key team members include Operations Manager: J. W.Financial Services Planner: J. M.Financial Advisor: J. B. W.. Explore Bluecrest Financial Alliances's employee directory with LeadIQ.

What industry does Bluecrest Financial Alliances belong to?

Bluecrest Financial Alliances operates in the Financial Services industry.

What technology does Bluecrest Financial Alliances use?

Bluecrest Financial Alliances's tech stack includes Amazon Web ServicescdnjsFont AwesomejQuery UIAmazon ALBCloudflare Bot ManagementGoogle Tag ManagerX-Content-Type-Options.

What is Bluecrest Financial Alliances's email format?

Bluecrest Financial Alliances's email format typically follows the pattern of FLast@bluecrestfa.com. Find more Bluecrest Financial Alliances email formats with LeadIQ.

When was Bluecrest Financial Alliances founded?

Bluecrest Financial Alliances was founded in 1933.

Bluecrest Financial Alliances

Q: What technology does Bluecrest Financial Alliances use?

Bluecrest Financial Alliances's tech stack includes Vue.js, ScrollReveal, Priority Hints, PHP, Amazon Web Services.

Q: What is Bluecrest Financial Alliances's NAICS code?

Bluecrest Financial Alliances's NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States51-200 Employees

Bluecrest Financial Alliances is a Dallas, Texas-based financial services firm that serves individuals, families, and local businesses through a network of financial professionals. The firm begins by assessing a client’s financial situation and listening to their goals, then develops a tailored strategy designed to meet objectives and create legacies. Securities and investment advisory services are provided through registered representatives of MML Investors Services, LLC. It operates as a mid-sized presence in the regional financial services market, serving thousands of local clients through its professional network. Regulatory oversight for its securities and investment advisory activities is provided by MML Investors Services, with the supervisory office located in Dallas.