Insights

Leadership Transition Recent appointment of multiple new partners and a new managing partner signals strategic leadership changes and potential demand for advisory services, succession planning, and partner-level capacity building.

Growth Signals Significant revenue indication from FY24 and active hiring of partners in Jun 2026 suggest expansion plans and potential needs for technology, marketing, and advisory capabilities to scale operations.

Tech Stack Adoption of integrated platforms (NetSuite, SAP BI, Azure, SharePoint, HubSpot, WP Engine) indicates openness to modern systems; opportunities exist to optimize data analytics, CRM, and cloud-based workflows.

Talent Mobility Frequent senior-level hires and leadership changes provide openings for executive coaching, onboarding programs, and interim management support services to accelerate integration and performance.

Financial Services Focus As a financial services firm with ultra-local scale and multi-partner structure, there is potential for services in regulatory/compliance tooling, cybersecurity hygiene, and client experience improvements tailored to boutique firms.

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Boulay Financial Advisors Tech Stack

Boulay Financial Advisors uses 8 technology products and services including Adobe Creative Cloud, SAP BusinessObjects Business Intelligence suite, Microsoft SharePoint, and more. Explore Boulay Financial Advisors's tech stack below.

Adobe Creative Cloud
Audio, Video, Graphics
SAP BusinessObjects Business Intelligence suite
Business Intelligence
Microsoft SharePoint
Content Management System
NetSuite
E-commerce
Microsoft Intune
Enterprise Mobility Management
HubSpot
Marketing Automation
Microsoft Azure
Platform As A Service
WP Engine
Platform As A Service

Media & News

Boulay Financial Advisors's Email Address Formats

Boulay Financial Advisors uses at least 6 email formats:

Boulay Financial Advisors Email Formats	Example	Percentage
FLast@bhz.com	JDoe@bhz.com	85%
F.Last@bhz.com	J.Doe@bhz.com	13%
First-L@bhz.com	John-D@bhz.com	2%
FLast@boulaygroup.com	JDoe@boulaygroup.com	97%
First.Last@boulaygroup.com	John.Doe@boulaygroup.com	2%
First-Last@boulaygroup.com	John-Doe@boulaygroup.com	1%

Frequently Asked Questions

What is Boulay Financial Advisors's phone number?

You can contact Boulay Financial Advisors's main corporate office by phone at

+1-952-893-****

. 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 Boulay Financial Advisors's official website and social media links?

Boulay Financial Advisors's official website is boulaygroup.com and has social profiles on LinkedIn.

How much revenue does Boulay Financial Advisors generate?

As of July 2026, Boulay Financial Advisors's annual revenue is estimated to be <$1M.

What is Boulay Financial Advisors's NAICS code?

Boulay Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Boulay Financial Advisors have currently?

As of July 2026, Boulay Financial Advisors has approximately 1 employees across 1 continents, including North America. Key team members include Director Of Office Operations: M. T., Manager Wealth Management: C. C. and Audit Senior: A. B. Explore Boulay Financial Advisors's employee directory with LeadIQ.

What industry does Boulay Financial Advisors belong to?

Boulay Financial Advisors operates in the Financial Services industry.

What technology does Boulay Financial Advisors use?

Boulay Financial Advisors's tech stack includes Adobe Creative Cloud, SAP BusinessObjects Business Intelligence suite, Microsoft SharePoint, NetSuite, Microsoft Intune, HubSpot, Microsoft Azure and WP Engine.

What is Boulay Financial Advisors's email format?

Boulay Financial Advisors's email format typically follows the pattern of FLast@bhz.com. Find more Boulay Financial Advisors email formats with LeadIQ.

Boulay Financial Advisors

Q: How many employees does Boulay Financial Advisors have currently?

Boulay Financial Advisors has approximately 1 employees.

Q: What industry does Boulay Financial Advisors belong to?

Boulay Financial Advisors operates in the Financial Services industry.

Q: What technology does Boulay Financial Advisors use?

Boulay Financial Advisors's tech stack includes Paylocity, Adobe Experience Cloud, prettyPhoto, QuickBooks Desktop, Macabacus.

Q: What is Boulay Financial Advisors's NAICS code?

Boulay Financial Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesMinnesota, United States0-1 Employees

Boulay Financial Advisors is a financial services firm based in Edina, Minnesota. The firm operates as a small practice. In June 2026, it publicly announced several partner appointments. Erik Allen was named managing partner after Tom Johnson retired, and additional partners named that month include Monica Sullivan, Anna Struck, Matthew Delaney, and Chad Carlson.

The announcements reflect leadership transitions within Boulay's Minnesota-based organization. The available information does not include a founding date.