Insights

Small firm, big needs Cater Associates is a very small financial services firm with under 10 employees and limited annual revenue, indicating potential demand for scalable, affordable technology, security, and compliance solutions built for boutique firms.

Tech stack gaps Current tech uses basic and legacy tools (Microsoft 365, Office 365, jQuery, Apache). This suggests opportunities for modern productivity suites, cloud security, workflow automation, client portal enhancements, and web/app modernization.

Phoenix focus Based in Phoenix, AZ, there may be regional market opportunities with local compliance considerations, spaced offices, or remote-capable solutions tailored to small legal or financial services practices in the Southwest.

Funding signals Sub百万-dollar revenue with a lean team implies potential interest in cost-effective customer relationship management, marketing automation, and scalable support services as they grow.

Competitive lens Operating in financial services with named large competitors as benchmarks highlights a need for differentiating offerings such as data security, regulatory compliance assistance, and SME-focused practice management tools.

Cater Associates Tech Stack

Cater Associates uses 5 technology products and services including Microsoft 365, jQuery, Office 365, and more. Explore Cater Associates's tech stack below.

  • Microsoft 365
    Email
  • jQuery
    Javascript Libraries
  • Office 365
    Office Suites
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers

Cater Associates's Email Address Formats

Cater Associates uses at least 1 format(s):
Cater Associates Email FormatsExamplePercentage

Frequently Asked Questions

What is Cater Associates's official website and social media links?

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Cater Associates's official website is caterlaw.com and has social profiles on LinkedIn.

How much revenue does Cater Associates generate?

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As of July 2026, Cater Associates's annual revenue is estimated to be <$1M.

What is Cater Associates's SIC code NAICS code?

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Cater Associates's SIC code is 8111 - Legal Services NAICS code is 52 - Finance and Insurance.

How many employees does Cater Associates have currently?

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As of July 2026, Cater Associates has approximately 5 employees across 2 continents, including North AmericaEurope. Key team members include President: D. C.: C. G.: C. S.. Explore Cater Associates's employee directory with LeadIQ.

What industry does Cater Associates belong to?

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Cater Associates operates in the Financial Services industry.

What technology does Cater Associates use?

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Cater Associates's tech stack includes Microsoft 365jQueryOffice 365ApacheApache HTTP Server.
Cater Associates logo

Cater Associates

Financial ServicesArizona, United States2-10 Employees

Cater Associates operates within the financial services sector and is based in Phoenix, Arizona. The firm appears to focus on providing professional services related to law and financial matters for clients in the region, with its office located at 225 North 32nd Place. While the specific services are not detailed in the provided information, the company is identified as a financial services entity engaged in advisory or legal-style assistance, serving businesses and individuals in need of specialized expertise. The organization is small in scale, located in the Phoenix area, and appears to function within a competitive landscape alongside other large, well-established firms in the legal and financial services arena.

Section iconCompany Overview

SIC Code
8111 - Legal Services
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Cater Associates's revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    Cater Associates's revenue is estimated to be in the range of <$1M

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