Insights

Recent Wealth Offerings Cetera's launch of Private Wealth Portfolios for high-net-worth clients indicates a strategic focus on expanding personalized wealth management solutions, presenting sales opportunities in premium investment advisory services and bespoke financial products.

Strategic Partnerships Partnerships with financial institutions like Peoplesbankonline, Alma Bank, and Cornerstone Business Services reveal avenues for joint service offerings and integrated investment programs, opening possibilities for collaborative product development and client referrals.

Growth via Talent Acquisition Recent hires such as Gigi Schneppat and Paul Polese suggest Cetera’s commitment to strengthening advisory talent and community leadership, providing opportunities to offer advanced training, advisory tools, and support services to enhance client engagement strategies.

Market Position & Scale With a revenue range of 1 to 10 billion and a broad employee base, Cetera occupies a substantial segment in the financial services industry, making it a potential partner for technology providers, compliance solutions, and operational efficiencies.

Focus on Wealth Expansion The company's emphasis on serving both retail and high-net-worth segments, combined with efforts to grow investment platforms, presents prospects for sales of premium financial technology, client management systems, and growth-focused advisory platforms.

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
8%
Fir.Last@cetera.comJoh.Doe@cetera.com
4%
FLast@cetera.comJDoe@cetera.com
1%
First.Last@ceterafi.comJohn.Doe@ceterafi.com
83%
Last@ceterafi.comDoe@ceterafi.com
13%
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

Where is Cetera Financial Group's headquarters located?

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Cetera Financial Group's main headquarters is located at 655 W. Broadway San Diego , CA 92101 US. 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 LinkedIn.

How much revenue does Cetera Financial Group generate?

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As of October 2025, 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 October 2025, Cetera Financial Group has approximately 1.8K 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

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

Headquarters
655 W. Broadway San Diego , CA 92101 US
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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