Insights

Diverse Membership Base With 3,600 investment professionals in various sectors, CFA Society San Francisco offers a diverse pool of potential clients for financial services and investment products targeting different industries.

Leading Technology Adoption Utilizing a tech stack that includes Amazon Web Services, jQuery, and Bootstrap, the Society demonstrates a commitment to innovation and technological advancement, making them an attractive target for tech-savvy solutions providers.

High Financial Health With a revenue range of $100M - 1B, CFA Society San Francisco presents significant opportunities for financial service providers looking to secure contracts or partnerships with a financially robust organization.

Recent Leadership Change The appointment of Jennifer Henry as President signifies a new era of leadership and strategic direction for the Society, offering an opportunity for service providers to establish connections with key decision-makers in the organization.

Global Competitive Positioning Ranked as the 8th largest CFA Society worldwide, CFA Society San Francisco's prominence in the global market highlights its influence and reach, presenting a platform for international financial service providers to expand their clientele.

CFA Society San Francisco Tech Stack

CFA Society San Francisco uses 8 technology products and services including Amazon Web Services, Google Font API, jQuery, and more. Explore CFA Society San Francisco's tech stack below.

Amazon Web Services

Cloud Hosting

Google Font API

Font Scripts

jQuery

Javascript Libraries

jQuery UI

Javascript Libraries

New Relic

Real User Monitoring

Bootstrap

UI Frameworks

YouTube

Video Players

Microsoft ASP.NET

Web Frameworks

CFA Society San Francisco Email Formats	Example	Percentage
First@cfa-sf.org	John@cfa-sf.org	46%
FirstL@cfa-sf.org	JohnD@cfa-sf.org	4%
First@cfa-sf.org	John@cfa-sf.org	46%
FirstL@cfa-sf.org	JohnD@cfa-sf.org	4%

CFA Society San Francisco Email Formats

Example

Percentage

First@cfa-sf.org

John@cfa-sf.org

46%

FirstL@cfa-sf.org

JohnD@cfa-sf.org

First@cfa-sf.org

John@cfa-sf.org

46%

FirstL@cfa-sf.org

JohnD@cfa-sf.org

Frequently Asked Questions

Where is CFA Society San Francisco's headquarters located?

CFA Society San Francisco's main headquarters is located at 201 Spear St, Suite 1100 San Francisco, California 94105, US. The company has employees across 2 continents, including North AmericaEurope.

What is CFA Society San Francisco's phone number?

You can contact CFA Society San Francisco's main corporate office by phone at

+1-415-814-****

. 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 CFA Society San Francisco's official website and social media links?

CFA Society San Francisco's official website is cfa-sf.org and has social profiles on LinkedIn.

What is CFA Society San Francisco's SIC code NAICS code?

CFA Society San Francisco's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 81391 - Business Associations.

How many employees does CFA Society San Francisco have currently?

As of May 2025, CFA Society San Francisco has approximately 10 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: E. G.Chief Executive Officer: A. B.Chief Operating Officer: E. G.. Explore CFA Society San Francisco's employee directory with LeadIQ.

What industry does CFA Society San Francisco belong to?

CFA Society San Francisco operates in the Industry Associations industry.

What technology does CFA Society San Francisco use?

CFA Society San Francisco's tech stack includes Amazon Web ServicesGoogle Font APIjQueryjQuery UINew RelicBootstrapYouTubeMicrosoft ASP.NET.

What is CFA Society San Francisco's email format?

CFA Society San Francisco's email format typically follows the pattern of . Find more CFA Society San Francisco email formats with LeadIQ.

When was CFA Society San Francisco founded?

CFA Society San Francisco was founded in 1929.

CFA Society San Francisco

Industry AssociationsUnited States2-10 Employees

CFA Society San Francisco has played a leading role in Bay Area financial life for over 90 years. Today, the Society's 3,600 members work throughout the greater Bay Area in asset and wealth management, banking, corporate finance, academia, philanthropy, treasury, risk management, and other traditional investment sectors as well as the growing sectors: FinTech, data science, private equity, venture capital, and ESG investment.

CFA Society San Francisco is the 8th largest society among the more the 150 CFA Societies worldwide and one of the most diverse. With a membership of 3,600 investment professionals in the greater San Francisco Bay Area, CFA Society San Francisco provides constituents with leading-edge educational events, corporate presentations, career development programs, and networking opportunities.

Insights

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