Insights

Sustainable Growth Financial services focus with a dedicated advisor enablement model indicates ongoing demand for client acquisition solutions and scalable revenue growth.

Awarded Credibility Best of Staffing awards for both candidate and client satisfaction suggest strong service quality, a compelling differentiator when approaching potential clients and partners.

Mid-market Niche Small-to-mid sized firm profile (11-50 employees) with $10M-$25M revenue presents expansion opportunities through scaled services for financial advisory teams seeking growth without enterprise-level friction.

Tech Stack Fit Utilizes marketing and analytics platforms (HubSpot, Google Workspace, Ahrefs, AWS) indicating receptiveness to integrated CRM and digital marketing solutions that can be upsold to optimize client acquisition.

Market Positioning Proprietary client acquisition process aimed at resolving traditional struggles positions the company to partner with or compete against other growth consultants and agency-like services targeting financial advisors.

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CSI Financial Group Tech Stack

CSI Financial Group uses 8 technology products and services including HubSpot Analytics, Linkedin Insight Tag, Amazon Web Services, and more. Explore CSI Financial Group's tech stack below.

HubSpot Analytics
Analytics
Linkedin Insight Tag
Analytics
Amazon Web Services
Cloud Hosting
HubSpot Content Hub
Content Management System
Google Workspace
Email
Ahrefs
Search Marketing
Piwik
System Analytics & Monitoring
Vimeo
Video Players

Media & News

CSI Financial Group receives award Best of Staffing awards.
For the second year in a row, CSI Financial earned the Best of Staffing awards for both candidate and client satisfaction.
Feb 02, 2021 | www.prweb.com

CSI Financial Group's Email Address Formats

CSI Financial Group uses at least 3 email formats:

CSI Financial Group Email Formats	Example	Percentage
First@csifg.com	John@csifg.com	75%
FirstL@csifg.com	JohnD@csifg.com	13%
Last@csifg.com	Doe@csifg.com	12%

Frequently Asked Questions

What is CSI Financial Group's phone number?

You can contact CSI Financial Group's main corporate office by phone at

+1-888-316-****

. 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?

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

How much revenue does CSI Financial Group generate?

As of August 2026, CSI Financial Group's annual revenue is estimated to be $10M - $25M.

What is CSI Financial Group's NAICS code?

CSI Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does CSI Financial Group have currently?

As of August 2026, CSI Financial Group has approximately 14 employees across 2 continents, including North America and Asia. Key team members include Founder: M. W., Director Of Life Insurance: N. H. and Executive Assistant: T. W. Explore CSI Financial Group's employee directory with LeadIQ.

What industry does CSI Financial Group belong to?

CSI Financial Group operates in the Financial Services industry.

What technology does CSI Financial Group use?

CSI Financial Group's tech stack includes HubSpot Analytics, Linkedin Insight Tag, Amazon Web Services, HubSpot Content Hub, Google Workspace, Ahrefs, Piwik and Vimeo.

What is CSI Financial Group's email format?

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?

CSI Financial Group was founded in 2014.

CSI Financial Group

Q: What is CSI Financial Group's official website and social media links?

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

Q: How many employees does CSI Financial Group have currently?

CSI Financial Group has approximately 14 employees.

Q: What is CSI Financial Group's NAICS code?

CSI Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesArizona, United States11-50 Employees

CSI Financial Group operates in the financial services sector and collaborates with financial advisors. The firm helps advisors improve client acquisition and develop solutions tailored to client needs. It relies on a proprietary framework designed to address common challenges in attracting clients and to ensure advisors have the resources to succeed. Based in Phoenix, Arizona, CSI Financial Group operates as a small- to midsize firm. Its market comprises financial professionals looking to strengthen their client reach and service capabilities. In February 2021, the firm received Best of Staffing awards for both client and candidate satisfaction, marking the second consecutive year of recognition.