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Insights

Recent Expansions Cambridge Investment Research has recently invested in various assets, such as Invesco Russell 1000, BNY Mellon US, Bitfarms, iShares USD Green Bond ETF, Webster Financial, and Central Plains Bancshares. These investments indicate a focus on diversifying the portfolio and potentially open doors for partnership opportunities.

Tech Adoption Utilizing a robust tech stack including Adobe Analytics, Power BI, and Amazon Web Services showcases Cambridge's commitment to leveraging technology for better decision-making. This tech-forward approach can be highlighted as a competitive edge in attracting clients looking for advanced digital solutions.

Industry Standing In a competitive landscape with players like Charles Schwab, Fidelity Investments, and Morgan Stanley, Cambridge Investment Research's revenue in the $100M - 1B range positions it as a significant player in the financial services sector. Leveraging this financial strength can help in targeting clients seeking stability and credibility.

Key Personnel Update The recent hire of Bill Robertson as the senior director of retirement plans adds expertise to Cambridge's team. Leveraging his background and skills can serve as a conversation starter with prospects interested in retirement planning services and may enhance the company's reputation in the industry.

Sustainability Focus While financial services traditionally focus on returns, the stake acquisitions in 'green' assets like iShares USD Green Bond ETF show a commitment to sustainability. Positioning Cambridge as an environmentally conscious partner can resonate well with clients looking to invest in environmentally responsible companies.

Similar companies to Cambridge Investment Research, Inc.

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Cambridge Investment Research, Inc. Tech Stack

Cambridge Investment Research, Inc. uses 8 technology products and services including Adobe Analytics, Power BI, Angular, and more. Explore Cambridge Investment Research, Inc.'s tech stack below.

  • Adobe Analytics
    Analytics
  • Power BI
    Business Intelligence
  • Angular
    Javascript Frameworks
  • Amazon Web Services
    Platform As A Service
  • JavaScript
    Programming Languages
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • Adobe Creative Suite
    Visualisation Software

Media & News

Cambridge Investment Research, Inc.'s Email Address Formats

Cambridge Investment Research, Inc. uses at least 3 format(s):
Cambridge Investment Research, Inc. Email FormatsExamplePercentage
FLast@cambridgeresource.comJDoe@cambridgeresource.com
53%
First.Last@cambridgeresource.comJohn.Doe@cambridgeresource.com
38%
FirstLast@cambridgeresource.comJohnDoe@cambridgeresource.com
6%
F.Last@cambridgeresource.comJ.Doe@cambridgeresource.com
3%
Last.First@thefelknorgroup.comDoe.John@thefelknorgroup.com
23%
Last_First@thefelknorgroup.comDoe_John@thefelknorgroup.com
13%
F.Last@thefelknorgroup.comJ.Doe@thefelknorgroup.com
9%
LFirst@thefelknorgroup.comDJohn@thefelknorgroup.com
6%
FirstLas@thefelknorgroup.comJohnDoe@thefelknorgroup.com
6%
LastFir@thefelknorgroup.comDoeJoh@thefelknorgroup.com
5%
F-Last@thefelknorgroup.comJ-Doe@thefelknorgroup.com
4%
FiLast@thefelknorgroup.comJoDoe@thefelknorgroup.com
4%
FirstLast@thefelknorgroup.comJohnDoe@thefelknorgroup.com
4%
FiMLast@thefelknorgroup.comJoMDoe@thefelknorgroup.com
5%
LastFirst@thefelknorgroup.comDoeJohn@thefelknorgroup.com
4%
First-L@thefelknorgroup.comJohn-D@thefelknorgroup.com
4%
FirLast@thefelknorgroup.comJohDoe@thefelknorgroup.com
4%
First@thefelknorgroup.comJohn@thefelknorgroup.com
3%
First_L@thefelknorgroup.comJohn_D@thefelknorgroup.com
2%
FMiddleLast@thefelknorgroup.comJMichaelDoe@thefelknorgroup.com
2%
First.L@thefelknorgroup.comJohn.D@thefelknorgroup.com
2%
First.Last@joincambridge.comJohn.Doe@joincambridge.com
92%
FLast@joincambridge.comJDoe@joincambridge.com
6%
Last@joincambridge.comDoe@joincambridge.com
1%
F.Last@joincambridge.comJ.Doe@joincambridge.com
1%

Frequently Asked Questions

Where is Cambridge Investment Research, Inc.'s headquarters located?

Minus sign iconPlus sign iconCambridge Investment Research, Inc.'s main headquarters is located at 1776 Pleasant Plain Road Fairfield, IA 52556 US. The company has employees across 3 continents, including North AmericaEuropeAfrica.

What is Cambridge Investment Research, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Cambridge Investment Research, Inc.'s main corporate office by phone at
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+1-641-472-****
. 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 Cambridge Investment Research, Inc.'s official website and social media links?

Minus sign iconPlus sign iconCambridge Investment Research, Inc.'s official website is joincambridge.com and has social profiles on LinkedIn.

How much revenue does Cambridge Investment Research, Inc. generate?

Minus sign iconPlus sign icon As of September 2024, Cambridge Investment Research, Inc.'s annual revenue reached $750M.

What is Cambridge Investment Research, Inc.'s NAICS code?

Minus sign iconPlus sign iconCambridge Investment Research, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Cambridge Investment Research, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2024, Cambridge Investment Research, Inc. has approximately 1.2K employees across 3 continents, including North AmericaEuropeAfrica. Key team members include CEO ZECKETS AND ASSOCIATES: D. Z.Chief Human Resources Officer: W. B.Chief Creative Officer: J. C.. Explore Cambridge Investment Research, Inc.'s employee directory with LeadIQ.

What industry does Cambridge Investment Research, Inc. belong to?

Minus sign iconPlus sign iconCambridge Investment Research, Inc. operates in the Financial Services industry.

What technology does Cambridge Investment Research, Inc. use?

Minus sign iconPlus sign iconCambridge Investment Research, Inc.'s tech stack includes Adobe AnalyticsPower BIAngularAmazon Web ServicesJavaScriptCloudflare Bot ManagementGoogle Tag ManagerAdobe Creative Suite.

What is Cambridge Investment Research, Inc.'s email format?

Minus sign iconPlus sign iconCambridge Investment Research, Inc.'s email format typically follows the pattern of . Find more Cambridge Investment Research, Inc. email formats with LeadIQ.

How much funding has Cambridge Investment Research, Inc. raised to date?

Minus sign iconPlus sign icon As of September 2024, Cambridge Investment Research, Inc. has raised $6.3M in funding. The last funding round occurred on Dec 31, 2023 for $6.3M.

When was Cambridge Investment Research, Inc. founded?

Minus sign iconPlus sign iconCambridge Investment Research, Inc. was founded in 1981.
Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc.

Financial ServicesIowa, United States1001-5000 Employees

Do you control your journey? Are you independent?
At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more. 

We believe every journey is important. We are independent. We are Cambridge. 
Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.

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Section iconCompany Overview

Headquarters
1776 Pleasant Plain Road Fairfield, IA 52556 US
Phone number
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+1-641-472-****
Website
joincambridge.com
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
1001-5000

Section iconMedia & News

Section iconFunding & Financials

  • $6.3M

    Cambridge Investment Research, Inc. has raised a total of $6.3M of funding over 3 rounds. Their latest funding round was raised on Dec 31, 2023 in the amount of $6.3M.

  • $100M$1B

    Cambridge Investment Research, Inc.'s revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $6.3M

    Cambridge Investment Research, Inc. has raised a total of $6.3M of funding over 3 rounds. Their latest funding round was raised on Dec 31, 2023 in the amount of $6.3M.

  • $100M$1B

    Cambridge Investment Research, Inc.'s revenue is in the range of $100M$1B

Company Leadership

Employee Directory

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