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Gathering insights about CSI Financial Group

Similar companies to CSI Financial Group

CSI Financial Group Tech Stack

CSI Financial Group uses 8 technology products and services including HubSpot Analytics, Cloudflare, Google Workspace, and more. Explore CSI Financial Group's tech stack below.

  • HubSpot Analytics
    Analytics
  • Cloudflare
    Content Management System
  • Google Workspace
    Email
  • Goober
    Javascript Libraries
  • Piwik
    System Analytics & Monitoring
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • Hello Bar
    Widgets

CSI Financial Group's Email Address Formats

CSI Financial Group uses at least 1 format(s):
CSI Financial Group Email FormatsExamplePercentage
First@csifg.comJohn@csifg.com
42%
FirstL@csifg.comJohnD@csifg.com
8%
Last@csifg.comDoe@csifg.com
8%
First@csifg.comJohn@csifg.com
42%

Frequently Asked Questions

Where is CSI Financial Group's headquarters located?

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CSI Financial Group's main headquarters is located at 11225 N. 28th Dr, C100 Phoenix, Arizona 85029, US. The company has employees across 2 continents, including North AmericaAsia.

What is CSI Financial Group's phone number?

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You can contact CSI 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 CSI Financial Group's official website and social media links?

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CSI Financial Group's official website is csifg.com and has social profiles on LinkedIn.

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

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CSI Financial Group's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does CSI Financial Group have currently?

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As of October 2025, CSI Financial Group has approximately 13 employees across 2 continents, including North AmericaAsia. Key team members include Chief Counsel: J. S.Founder: M. W.Small Business Owner: C. N.. Explore CSI Financial Group's employee directory with LeadIQ.

What industry does CSI Financial Group belong to?

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CSI Financial Group operates in the Financial Services industry.

What technology does CSI Financial Group use?

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CSI Financial Group's tech stack includes HubSpot AnalyticsCloudflareGoogle WorkspaceGooberPiwikGoogle Tag ManagerGoogle AnalyticsHello Bar.

What is CSI Financial Group's email format?

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CSI Financial Group's email format typically follows the pattern of First@csifg.com. Find more CSI Financial Group email formats with LeadIQ.

When was CSI Financial Group founded?

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CSI Financial Group was founded in 2014.

CSI Financial Group

Financial ServicesUnited States11-50 Employees

CSI Financial Group works with financial advisors to improve client acquisition and solutions. We're committed to ensuring that every advisor we work with has the resources they need to succeed. We've refined and developed a proprietary process that solves for traditional client acquisition struggles. 
csifg.com

Section iconCompany Overview

Headquarters
11225 N. 28th Dr, C100 Phoenix, Arizona 85029, US
Phone number
Website
csifg.com
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    CSI Financial Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    CSI Financial Group's revenue is estimated to be in the range of $10M$25M

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