Insights

Growth Potential Mid-sized registered investment advisor with revenue between 25 and 50 million and a client-focused service pedigree presents opportunities for expanding relationship management services, outsourced research support, and expanded asset management capabilities.

Acquisition Interest Active investment in niche asset stakes for growth suggests openness to strategic partnerships, co-investment opportunities, and alternative investments that could complement client portfolios.

Relationship Focus Strong emphasis on client service and direct access to senior professionals indicates a need for high-touch CRM enablement, enhanced client reporting, and personalized communications solutions.

Digital Modernization Recent website relaunch and used tech stack show ongoing modernization; potential upsell for digital marketing analytics, secure site hardening, and content management enhancements to attract advisors and clients.

Technology Alignment Current tech includes HubSpot, WordPress, and ASP.NET; opportunity to propose integrated analytics, client portal improvements, and data visualization tools to streamline reporting and client engagement.

Similar companies to Connors Investor Services, Inc.

Connors Investor Services, Inc. Tech Stack

Connors Investor Services, Inc. uses 8 technology products and services including HubSpot Analytics, Sucuri, HubSpot Content Hub, and more. Explore Connors Investor Services, Inc.'s tech stack below.

Connors Investor Services, Inc.'s Email Address Formats

Connors Investor Services, Inc. uses at least 2 email formats:
Connors Investor Services, Inc. Email FormatsExamplePercentage
FLast@connorsinvestor.comJDoe@connorsinvestor.com
93%
Last@connorsinvestor.comDoe@connorsinvestor.com
7%

Frequently Asked Questions

What is Connors Investor Services, Inc.'s official website and social media links?

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Connors Investor Services, Inc.'s official website is connorsinvestor.com and has social profiles on LinkedIn.

How much revenue does Connors Investor Services, Inc. generate?

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As of September 2026, Connors Investor Services, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Connors Investor Services, Inc.'s SIC code and NAICS code?

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Connors Investor Services, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Connors Investor Services, Inc. have currently?

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As of September 2026, Connors Investor Services, Inc. has approximately 23 employees across 1 continents, including North America. Key team members include Store Manager: A. M. Explore Connors Investor Services, Inc.'s employee directory with LeadIQ.

What industry does Connors Investor Services, Inc. belong to?

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Connors Investor Services, Inc. operates in the Financial Services industry.

What technology does Connors Investor Services, Inc. use?

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Connors Investor Services, Inc.'s tech stack includes HubSpot Analytics, Sucuri, HubSpot Content Hub, WordPress, jQuery Migrate, HSTS, ZURB Foundation and Microsoft ASP.NET.

What is Connors Investor Services, Inc.'s email format?

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Connors Investor Services, Inc.'s email format typically follows the pattern of FLast@connorsinvestor.com. Find more Connors Investor Services, Inc. email formats with LeadIQ.

When was Connors Investor Services, Inc. founded?

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Connors Investor Services, Inc. was founded in 1969.
Connors Investor Services, Inc. logo

Connors Investor Services, Inc.

Financial ServicesPennsylvania, United States11-50 Employees

Connors Investor Services, Inc. is a registered investment advisor in the financial services industry that concentrates on investment management. The firm conducts its own research and in-depth analysis to manage client assets, emphasizing long-term performance alongside strong client service and enduring relationships. Based in Wyomissing, Pennsylvania, the company positions itself as an independent advisor without parent or outside ownership, focusing on serving investment advisory clients with access to its senior professionals for guidance and support. Since its founding in 1969, Connors Investor Services has shifted from publishing research for financial advisors to dedicating its operations to investment management, aiming to align client outcomes with careful, principled service. In recent years, the firm has engaged in activities such as building relationships with clients and, on occasion, strategic asset acquisitions, including stakes in other companies, as part of its broader investment approach.

Section iconCompany Overview

SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Connors Investor Services, Inc.'s revenue is estimated to be in the range of $25M - $50M

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