Insights

Strong Market Position Cetera Financial Group operates with substantial revenue between one to ten billion dollars and a large workforce exceeding 1,000 employees, indicating a robust market presence and stable financial foundation, ideal for partnerships or technology integrations.

Technology Adoption The company leverages a diverse tech stack including Amazon Web Services, Microsoft Excel, Oracle platforms, and Atlassian Jira, highlighting openness to innovative solutions and potential opportunities for cloud-based services or enterprise management tools.

Recent Leadership Expansion The recent recruitment of veteran advisors and founders such as Alan Hughes and Rick Dickinson demonstrates a focus on strategic growth, advisory expertise, and high-net-worth client services, offering avenues for premium financial products or advisory tools.

Partnership Opportunities Recent collaborations with firms like Callero Capital Management suggest an active interest in expanding their advisory network and AUM, presenting prospects for co-branded investment solutions, integration of portfolio management platforms, or client referral partnerships.

Focus on High-Net-Worth Clients With the launch of Private Wealth Portfolios and an emphasis on serving high-net-worth clients, there is a strong opportunity to offer bespoke financial technology, wealth management tools, or personalized advisory platforms tailored to their affluent customer base.

Cetera Financial Group Tech Stack

Cetera Financial Group uses 8 technology products and services including Twitter Analytics, Amazon, Microsoft Excel, and more. Explore Cetera Financial Group's tech stack below.

  • Twitter Analytics
    Analytics
  • Amazon
    E-commerce
  • Microsoft Excel
    Editors
  • Atlassian Jira
    Issue Trackers
  • Slick
    Javascript Libraries
  • MuleSoft
    Platform As A Service
  • Oracle Recruiting
    Recruitment Marketing
  • Oracle Time and Labor
    Time Tracking

Cetera Financial Group's Email Address Formats

Cetera Financial Group uses at least 2 format(s):
Cetera Financial Group Email FormatsExamplePercentage
First.Last@cetera.comJohn.Doe@cetera.com
87%
F.Last@cetera.comJ.Doe@cetera.com
9%
Fir.Last@cetera.comJoh.Doe@cetera.com
3%
FLast@cetera.comJDoe@cetera.com
1%
First.Last@ceterafi.comJohn.Doe@ceterafi.com
84%
Last@ceterafi.comDoe@ceterafi.com
12%
Fir.Last@ceterafi.comJoh.Doe@ceterafi.com
1%
Last.First@ceterafi.comDoe.John@ceterafi.com
1%
Last_First@ceterafi.comDoe_John@ceterafi.com
1%
First.MiddleLast@ceterafi.comJohn.MichaelDoe@ceterafi.com
1%

Frequently Asked Questions

What is Cetera Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact Cetera Financial Group'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 Cetera Financial Group's official website and social media links?

Minus sign iconPlus sign icon
Cetera Financial Group's official website is cetera.com and has social profiles on LinkedInCrunchbase.

How much revenue does Cetera Financial Group generate?

Minus sign iconPlus sign icon
As of December 2025, Cetera Financial Group's annual revenue is estimated to be $5B.

What is Cetera Financial Group's SIC code NAICS code?

Minus sign iconPlus sign icon
Cetera Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Cetera Financial Group have currently?

Minus sign iconPlus sign icon
As of December 2025, Cetera Financial Group has approximately 2.4K employees across 5 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: M. D.Chief Executive Officer: D. H.Chief Executive Officer: F. C.. Explore Cetera Financial Group's employee directory with LeadIQ.

What industry does Cetera Financial Group belong to?

Minus sign iconPlus sign icon
Cetera Financial Group operates in the Financial Services industry.

What technology does Cetera Financial Group use?

Minus sign iconPlus sign icon
Cetera Financial Group's tech stack includes Twitter AnalyticsAmazonMicrosoft ExcelAtlassian JiraSlickMuleSoftOracle RecruitingOracle Time and Labor.

What is Cetera Financial Group's email format?

Minus sign iconPlus sign icon
Cetera Financial Group's email format typically follows the pattern of First.Last@cetera.com. Find more Cetera Financial Group email formats with LeadIQ.

When was Cetera Financial Group founded?

Minus sign iconPlus sign icon
Cetera Financial Group was founded in 1981.

Cetera Financial Group

Financial ServicesCalifornia, United States1001-5000 Employees

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike.

As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. 

Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

___________________________


“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services, LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Cetera is under separate ownership from any other named entity.

Section iconCompany Overview

Phone number
Website
cetera.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
1001-5000

Section iconFunding & Financials

  • $1B$10B

    Cetera Financial Group's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Cetera Financial Group's revenue is estimated to be in the range of $1B$10B

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.