Insights

Innovation in Investment Options Broad Financial's expansion into crypto IRA programs and real estate investments demonstrates its commitment to offering diversified alternative investment solutions, making it an appealing partner for clients interested in non-traditional assets.

Growth Potential With a revenue range of 10 to 25 million dollars and recent product launches, there are significant growth opportunities for financial service providers to collaborate on expanding awareness and adoption of self-directed IRAs and Solo 401(k)s.

Technology Adoption Utilizing a modern tech stack, including cloud services and security measures like reCAPTCHA, indicates that Broad Financial values digital experience and security, opening avenues to enhance client engagement through advanced fintech solutions.

Customer Support Focus Broad Financial’s emphasis on lifetime A+ personal support reflects a strong customer-centric approach, suggesting opportunities for teams offering client retention tools, CRM enhancements, or personalized advisory solutions.

Market Positioning Operating amidst competitors with similar revenue and employee benchmarks, Broad Financial’s niche specialization and recent product innovations present opportunities for strategic partnerships or tailored marketing campaigns to increase market share.

Similar companies to Broad Financial

Broad Financial Tech Stack

Broad Financial uses 8 technology products and services including Cloudflare, MySQL, jQuery Migrate, and more. Explore Broad Financial's tech stack below.

Cloudflare
Content Management System
MySQL
Database
jQuery Migrate
Javascript Libraries
Lightbox
Javascript Libraries
reCAPTCHA
Security
MediaElement.js
Video Players
Akismet
Web Platform Extensions
Facebook
Widgets

Media & News

Broad Financial's Email Address Formats

Broad Financial uses at least 1 format(s):

Broad Financial Email Formats	Example	Percentage
FLast@broadfinancial.com	JDoe@broadfinancial.com	44%
First@broadfinancial.com	John@broadfinancial.com	11%
First.Last@broadfinancial.com	John.Doe@broadfinancial.com	1%
FLast@broadfinancial.com	JDoe@broadfinancial.com	44%

Frequently Asked Questions

Where is Broad Financial's headquarters located?

Broad Financial's main headquarters is located at 1 Paragon Drive, Suite 270. The company has employees across 1 continents, including North America.

What is Broad Financial's phone number?

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

+1-845-352-****

. 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 Broad Financial's official website and social media links?

Broad Financial's official website is broadfinancial.com and has social profiles on LinkedIn.

What is Broad Financial's NAICS code?

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

How many employees does Broad Financial have currently?

As of December 2025, Broad Financial has approximately 14 employees across 1 continents, including North America. Key team members include Ceo: B. F.Vp Business Development: D. R.Partner: D. G.. Explore Broad Financial's employee directory with LeadIQ.

What industry does Broad Financial belong to?

Broad Financial operates in the Financial Services industry.

What technology does Broad Financial use?

Broad Financial's tech stack includes CloudflareMySQLjQuery MigrateLightboxreCAPTCHAMediaElement.jsAkismetFacebook.

What is Broad Financial's email format?

Broad Financial's email format typically follows the pattern of FLast@broadfinancial.com. Find more Broad Financial email formats with LeadIQ.

When was Broad Financial founded?

Broad Financial was founded in 2004.

Broad Financial

Q: What is Broad Financial's official website and social media links?

Broad Financial's official website is broadfinancial.com. Broad Financial has social profiles on LinkedIn.

Q: How many employees does Broad Financial have currently?

Broad Financial has approximately 14 employees.

Q: What technology does Broad Financial use?

Broad Financial's tech stack includes YouTube, Open Graph, Gravity Forms, Cloudflare CDN, Mixpanel.

Financial ServicesNew Jersey, United States11-50 Employees

Broad Financial specializes in self-directed IRAs and Solo 401(k)s.

All Broad Financial plans come with checkbook control. That means you get to put your retirement money in a bank of your choice and invest as you normally would, except all under the umbrella of a tax-sheltered IRA. 

A Broad Financial checkbook control Self-Directed plan allows you to invest in alternative investments, which includes almost everything in the entire world beyond Wall Street, i.e. outside of stocks, bonds, ETFs and mutual funds. 

Broad Financial customers appreciate the A+ personal customer support, which gives them relief and peace of mind for the lifetime of the plan.