What is Charter Oak Financial's NAICS code?

Charter Oak Financial's NAICS code is 52 (Finance and Insurance).

Insights

Growth Enablement Charter Oak Financial is a mid-sized financial services firm with revenue between 100M and 250M and a team size of 51-200 employees, signaling readiness for scalable technology and services that support growth, efficiency, and client experience improvements.

Expansion Opportunities Recent leadership hires in Norwalk and a focus on scaling practices suggest ongoing geographic and practice management expansion; sales teams can target onboarding services, CRM and workflow optimization, and regional marketing to accelerate new office growth.

People & Culture Consistent recognition for progressive workplace practices and employee-focused programs indicates openness to HR tech, talent management, and engagement solutions that drive retention and performance in a professional services environment.

Technology Footprint Active use of modern marketing and engagement tools (LinkedIn Insight Tag, Open Graph, Zoom, MonsterInsights) points to opportunities for advanced analytics, digital marketing optimization, and data-driven client acquisition initiatives tailored to financial services.

Strategic Partnerships Positioned among peers with large enterprise revenue leaders, Charter Oak Financial may seek scalable partnerships in wealth management platforms, compliance and risk solutions, and back-office integrations to support mid-market growth while maintaining high-touch client service.

Similar companies to Charter Oak Financial

Charter Oak Financial Tech Stack

Charter Oak Financial uses 8 technology products and services including Adobe, WordPress, Zepto, and more. Explore Charter Oak Financial's tech stack below.

Adobe
Audio, Video, Graphics
WordPress
Content Management System
Zepto
Javascript Libraries
jQuery
Javascript Libraries
Microsoft Word
Office Suites
Zoom
Web Conferencing
Autoptimize
Web Platform Extensions
Twitter
Widgets

Media & News

Charter Oak Financial's Email Address Formats

Charter Oak Financial uses at least 1 format(s):

Charter Oak Financial Email Formats	Example	Percentage
FLast@charteroakfinancial.com	JDoe@charteroakfinancial.com	93%
FirstLast@charteroakfinancial.com	JohnDoe@charteroakfinancial.com	3%
Last@charteroakfinancial.com	Doe@charteroakfinancial.com	3%
First.Last@charteroakfinancial.com	John.Doe@charteroakfinancial.com	1%

Frequently Asked Questions

What is Charter Oak Financial's official website and social media links?

Charter Oak Financial's official website is charteroakfinancial.com and has social profiles on LinkedIn.

What is Charter Oak Financial's SIC code NAICS code?

Charter Oak Financial's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Charter Oak Financial have currently?

As of July 2026, Charter Oak Financial has approximately 165 employees across 2 continents, including North AmericaAsia. Key team members include Cfp®, Partner, Financial Guide Solutions Team At Charter Oak Financial: T. O. C. C.Senior Vice President: S. M.Managing Director: J. C.. Explore Charter Oak Financial's employee directory with LeadIQ.

What industry does Charter Oak Financial belong to?

Charter Oak Financial operates in the Financial Services industry.

What technology does Charter Oak Financial use?

Charter Oak Financial's tech stack includes AdobeWordPressZeptojQueryMicrosoft WordZoomAutoptimizeTwitter.

What is Charter Oak Financial's email format?

Charter Oak Financial's email format typically follows the pattern of FLast@charteroakfinancial.com. Find more Charter Oak Financial email formats with LeadIQ.

When was Charter Oak Financial founded?

Charter Oak Financial was founded in 1886.

Charter Oak Financial

Q: How many employees does Charter Oak Financial have currently?

Charter Oak Financial has approximately 165 employees.

Q: What technology does Charter Oak Financial use?

Charter Oak Financial's tech stack includes Wombat Security, Adobe, Cloudflare Bot Management, Microsoft PowerPoint, Envestnet.

Financial ServicesMassachusetts, United States51-200 Employees

Charter Oak Financial is a financial services firm based in Holyoke, Massachusetts, that positions itself as a partner to independent advisory practices at multiple stages of growth. It focuses on helping elite, established, and emerging practices scale their operations while preserving practitioners' independence. The firm combines rigorous, tactical execution with a personalized service approach designed to support independent advisers and their clients. By aligning its services with practitioner autonomy and growth objectives, Charter Oak Financial seeks to elevate the performance and outcomes of its partner firms. In September 2022, Charter Oak Financial announced the appointment of Kristin Scianna as Managing Director for its Norwalk office, reflecting ongoing leadership expansion. The firm maintains a mid-sized team supporting its advisor-partner model.