Insights

Growth in WealthTech Cetera's recognition for innovative use of WealthTech solutions like the AI-powered Share of Wallet Advisor Growth Engine indicates a strong adoption of advanced financial technology, presenting opportunities for sales of AI, analytics, and automation tools tailored for financial services firms.

Expanding Advisor Base The recent hiring of high-profile financial advisors overseeing substantial assets under management suggests ongoing efforts to grow their advisory network, creating prospects for services related to recruitment, onboarding platforms, and CRM solutions aimed at high-net-worth client management.

Partnership Expansion Partnerships with organizations like Honor Credit Union to broaden access to personalized investment guidance highlight opportunities to introduce customized financial education platforms, white-label solutions, or technology integrations that enhance client engagement across financial institutions.

New Strategic Initiatives The launch of Cetera Planning Partners, a unified national RIA, signals a focus on scalable, tech-enabled advisory models, opening doors for innovative SaaS offerings, compliance solutions, and performance analytics tailored for large-scale financial service platforms.

Market Positioning As a major player with revenue surpassing one billion dollars and a sizable employee base, Cetera's focus on technology-driven service enhancements indicates a fertile market for enterprise-level solutions in wealth management, compliance, and operational efficiency for similar firms seeking growth and modernization.

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

Media & News

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
8%
Fir.Last@cetera.comJoh.Doe@cetera.com
3%
FLast@cetera.comJDoe@cetera.com
2%
First.Last@ceterafi.comJohn.Doe@ceterafi.com
85%
Last@ceterafi.comDoe@ceterafi.com
13%
Fir.Last@ceterafi.comJoh.Doe@ceterafi.com
1%
Last_First@ceterafi.comDoe_John@ceterafi.com
1%

Frequently Asked Questions

Where is Cetera Financial Group's headquarters located?

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Cetera Financial Group's main headquarters is located at 655 West Broadway San Diego, California 92101 United States. The company has employees across 5 continents, including North AmericaAsiaEurope.

What is Cetera Financial Group's phone number?

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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?

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

How much revenue does Cetera Financial Group generate?

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As of April 2026, Cetera Financial Group's annual revenue is estimated to be $5B.

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

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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?

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As of April 2026, Cetera Financial Group has approximately 2.6K 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?

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Cetera Financial Group operates in the Financial Services industry.

What technology does Cetera Financial Group use?

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

What is Cetera Financial Group's email format?

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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?

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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 (CFG) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of CFG). All the referenced entities are under common ownership.

Section iconCompany Overview

Headquarters
655 West Broadway San Diego, California 92101 United States
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

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