Insights

Integrated Insurance CAL Financial operates as a retail insurance and financial brokerage serving individuals and businesses, presenting cross-sell opportunities across life, health, property and casualty, and retirement products to both personal and commercial clients.

Small Team Scale With a lean team of 2-10 employees, CAL Financial marketing and sales efforts can leverage automation and outsourced partnerships to scale advisory capacity, making tech-driven lead nurturing and targeted outreach essential.

Regional Focus Licensed in eight states including Minnesota and neighboring markets, there is potential to target regional small-medium business clients and individuals with tailored cross-border coverage options and state-specific product bundles.

Digital Presence Existing tech stack including WordPress, Shopify, Duda, and cloud platforms indicates openness to digital engagement, online quotes, and portable client portals to accelerate onboarding and policy servicing.

Revenue Growth Upside Current revenue range suggests mid-market potential when expanding personal and corporate benefits portfolios, retirements and executive compensation planning, creating upsell pathways for group benefits and commercial lines.

CAL Financial, Inc. Tech Stack

CAL Financial, Inc. uses 8 technology products and services including Snowplow, Calendly, Amazon Web Services, and more. Explore CAL Financial, Inc.'s tech stack below.

Snowplow

Analytics

Calendly

Appointment Scheduling

Amazon Web Services

Cloud Hosting

Duda

Content Management System

WordPress

Content Management System

Shopify

E-commerce

Google Cloud

Infrastructure As A Service

HighLevel

Marketing Automation

CAL Financial, Inc. Email Formats	Example	Percentage
First.Last@cal-financial.com	John.Doe@cal-financial.com	100%

CAL Financial, Inc. Email Formats

Example

Percentage

First.Last@cal-financial.com

John.Doe@cal-financial.com

100%

Frequently Asked Questions

What is CAL Financial, Inc.'s phone number?

You can contact CAL Financial, Inc.'s main corporate office by phone at

+1-763-543-****

. 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 CAL Financial, Inc.'s official website and social media links?

CAL Financial, Inc.'s official website is cal-financial.com and has social profiles on LinkedIn.

How much revenue does CAL Financial, Inc. generate?

As of September 2026, CAL Financial, Inc.'s annual revenue is estimated to be $1M - $10M.

What is CAL Financial, Inc.'s NAICS code?

CAL Financial, Inc.'s NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does CAL Financial, Inc. have currently?

As of September 2026, CAL Financial, Inc. has approximately 6 employees across 2 continents, including North America and Asia. Key team members include President: C. L. Explore CAL Financial, Inc.'s employee directory with LeadIQ.

What industry does CAL Financial, Inc. belong to?

CAL Financial, Inc. operates in the Insurance industry.

What technology does CAL Financial, Inc. use?

CAL Financial, Inc.'s tech stack includes Snowplow, Calendly, Amazon Web Services, Duda, WordPress, Shopify, Google Cloud and HighLevel.

What is CAL Financial, Inc.'s email format?

CAL Financial, Inc.'s email format typically follows the pattern of First.Last@cal-financial.com. Find more CAL Financial, Inc. email formats with LeadIQ.

When was CAL Financial, Inc. founded?

CAL Financial, Inc. was founded in 2016.

CAL Financial, Inc.

Q: What is CAL Financial, Inc.'s official website and social media links?

CAL Financial, Inc.'s official website is cal-financial.com. CAL Financial, Inc. has social profiles on LinkedIn.

Q: How many employees does CAL Financial, Inc. have currently?

CAL Financial, Inc. has approximately 6 employees.

Q: What technology does CAL Financial, Inc. use?

CAL Financial, Inc.'s tech stack includes JSON-LD, Video.js, Google Cloud, X-Content-Type-Options, Bunny Fonts.

Q: What is CAL Financial, Inc.'s NAICS code?

CAL Financial, Inc.'s NAICS code is 524 (Insurance Carriers and Related Activities).

InsuranceMinnesota, United States2-10 Employees

CAL Financial, Inc. is a retail insurance and financial brokerage based in the Minneapolis area, serving individual and business clients with a broad range of risk management and financial planning needs. For individuals, the firm offers life insurance options, disability protection, long-term care, Medicare supplements, health coverage, annuities, and various property and auto insurances, along with specialized coverage for farms and ranches and umbrella liability. For businesses, it provides employee benefits such as group health, life, and disability, and supports arrangements around business continuation, executive compensation, key-person protection, and retirement planning, in addition to commercial property and casualty coverage.

It is based in Edina, Minnesota, and employs a small professional team. CAL Financial holds licenses to operate in nine states, including Arizona, Florida, Iowa, Minnesota, Nebraska, New York, North Dakota, South Dakota, and Wisconsin. The firm maintains a local office presence and provides information through its website, cal-financial.com.

Insights

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