Insights

Strategic Focus Cafaro Greenleaf specializes in retirement plans for corporate, non-profit, and public sectors, suggesting growth opportunities by cross-selling retirement plan advisory services to mid-market organizations and expanding into allied benefits consulting.

Partnership Potential Investment advice is provided through OneDigital Investment Advisors and securities via Triad Advisors, indicating a potential to partner on integrated retirement services, fiduciary consulting, and cross-sell wealth management offerings to existing clients of both entities.

Recognition Momentum Consistent industry awards and finalist/nominations (PlanSponsor, PLANADVISER, DC Industry Leaders) signal credibility and a strong track record to leverage in outreach to prospective clients seeking reputable retirement advisory firms.

Growth Indicators Revenue range of 10M to 25M with a lean employee base (11-50) suggests efficiency opportunities and upsell potential with larger plan work, as well as scalable services that can attract bigger corporate and public sector plans.

Tech Enablement Adoption of modern web technologies and analytics tools in their stack points to readiness for digital engagement, client portals, and data-driven retirement plan optimization offerings to enhance service delivery.

Cafaro Greenleaf Tech Stack

Cafaro Greenleaf uses 8 technology products and services including WooCommerce, Font Awesome, Lightbox, and more. Explore Cafaro Greenleaf's tech stack below.

  • WooCommerce
    E-commerce
  • Font Awesome
    Font Scripts
  • Lightbox
    Javascript Libraries
  • Select2
    Javascript Libraries
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Media & News

Cafaro Greenleaf's Email Address Formats

Cafaro Greenleaf uses at least 1 format(s):
Cafaro Greenleaf Email FormatsExamplePercentage
FLast@cafarogreenleaf.comJDoe@cafarogreenleaf.com
80%
F.Last@cafarogreenleaf.comJ.Doe@cafarogreenleaf.com
10%
First.Last@cafarogreenleaf.comJohn.Doe@cafarogreenleaf.com
10%

Frequently Asked Questions

What is Cafaro Greenleaf's phone number?

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You can contact Cafaro Greenleaf's main corporate office by phone at . 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 Cafaro Greenleaf's official website and social media links?

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Cafaro Greenleaf's official website is cafarogreenleaf.com and has social profiles on LinkedIn.

How much revenue does Cafaro Greenleaf generate?

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As of July 2026, Cafaro Greenleaf's annual revenue is estimated to be $10M - $25M.

What is Cafaro Greenleaf's SIC code NAICS code?

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Cafaro Greenleaf's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Cafaro Greenleaf have currently?

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As of July 2026, Cafaro Greenleaf has approximately 16 employees across 1 continents, including North America. Key team members include Director Of Marketing: C. E.Managing Director Of Operations: H. H.Senior Associate: E. M.. Explore Cafaro Greenleaf's employee directory with LeadIQ.

What industry does Cafaro Greenleaf belong to?

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Cafaro Greenleaf operates in the Financial Services industry.

What technology does Cafaro Greenleaf use?

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Cafaro Greenleaf's tech stack includes WooCommerceFont AwesomeLightboxSelect2PHPYoast SEOBootstrapGoogle Analytics.

What is Cafaro Greenleaf's email format?

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Cafaro Greenleaf's email format typically follows the pattern of FLast@cafarogreenleaf.com. Find more Cafaro Greenleaf email formats with LeadIQ.

When was Cafaro Greenleaf founded?

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Cafaro Greenleaf was founded in 1981.
Cafaro Greenleaf logo

Cafaro Greenleaf

Financial ServicesNew Jersey, United States11-50 Employees

Cafaro Greenleaf is a financial services advisory firm focused on corporate, non-profit, and public retirement plans. Based in Red Bank, New Jersey, the firm provides investment advisory, consulting, and administration services to retirement programs, serving clients that require specialized guidance in plan design, governance, and ongoing administration. Its structure includes investment advisory relationships with OneDigital Investment Advisors and securities offerings through Triad Advisors, reflecting a model that combines fiduciary guidance with access to underlining securities services. The organization is presented as an established, award-winning player within the retirement plan advisory space, recognized for its work with large teams and national reach.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Cafaro Greenleaf's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Cafaro Greenleaf's revenue is estimated to be in the range of $10M - $25M

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