Insights

Strategic Acquisition CSuite Financial Partners was acquired by Kingsway Financial Services for 8.5 million, signaling a potential shift in client base, expanded resources, and possible cross-sell opportunities for integrated financial services, interim leadership, and specialized search solutions.

HighValue Talent Clients seek senior finance executives with CPA/MBA credentials and broad sector experience. Potential upsell to more extensive executive search, interim CFO, and fractional leadership engagements across private equity, government, and family offices.

Industry Versatility Serving private, public, PE, entrepreneurial, and government-owned firms across industries creates opportunities to bundle cross-industry financial leadership solutions, risk management, and strategic finance projects for multi-sector clients.

Tech Enablement Adoption of Sage Intacct, iCIMS, AWS, Squarespace, WordPress, Microsoft 365, SendGrid, and analytics tools suggests capacity to offer digital transformation, financial system implementations, and data-driven decision support as additional services.

Growth Readiness Revenue in the range of 25 to 50 million with a lean team (11–50 employees) indicates a scalable model ideal for cross-sell of fractional CFOs, project-driven finance initiatives, and expansion services to similar mid-market firms in the network.

Similar companies to CSuite Financial Partners

CSuite Financial Partners Tech Stack

CSuite Financial Partners uses 8 technology products and services including Sage Intacct, iCIMS, Amazon Web Services, and more. Explore CSuite Financial Partners's tech stack below.

CSuite Financial Partners's Email Address Formats

CSuite Financial Partners uses at least 3 email formats:
CSuite Financial Partners Email FormatsExamplePercentage
FLast@csuitefp.comJDoe@csuitefp.com
60%
Last@csuitefp.comDoe@csuitefp.com
36%
First.Last@csuitefp.comJohn.Doe@csuitefp.com
4%

Frequently Asked Questions

What is CSuite Financial Partners's phone number?

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You can contact CSuite Financial Partners'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 CSuite Financial Partners's official website and social media links?

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CSuite Financial Partners's official website is csuitefinancialpartners.com and has social profiles on LinkedIn.

How much revenue does CSuite Financial Partners generate?

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As of October 2026, CSuite Financial Partners's annual revenue is estimated to be $25M - $50M.

What is CSuite Financial Partners's SIC code and NAICS code?

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CSuite Financial Partners's SIC code is 7363 - Help Supply Services and NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does CSuite Financial Partners have currently?

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As of October 2026, CSuite Financial Partners has approximately 40 employees across 2 continents, including North America and South America. Key team members include Chief Executive Officer: T. O., Religious Leader: K. R. and Sacred Heart University: J. M. Explore CSuite Financial Partners's employee directory with LeadIQ.

What industry does CSuite Financial Partners belong to?

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CSuite Financial Partners operates in the Business Consulting and Services industry.

What technology does CSuite Financial Partners use?

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CSuite Financial Partners's tech stack includes Sage Intacct, iCIMS, Amazon Web Services, Squarespace, WordPress, Microsoft 365, SendGrid and Piwik PRO Core.

What is CSuite Financial Partners's email format?

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CSuite Financial Partners's email format typically follows the pattern of FLast@csuitefp.com. Find more CSuite Financial Partners email formats with LeadIQ.

When was CSuite Financial Partners founded?

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CSuite Financial Partners was founded in 2015.
CSuite Financial Partners logo

CSuite Financial Partners

Business Consulting and ServicesCalifornia, United States11-50 Employees

CSuite Financial Partners operates as a national executive services firm within the business consulting and services sector, offering interim, fractional, project-based, and contingent search solutions to a broad mix of clients—including private and public sector organizations, private equity-backed firms, entrepreneurial ventures, family offices, and government-owned entities—across industries. It relies on CFO Partners and other senior executives who are CPAs and MBAs, bringing an average of twenty-five years of senior-level strategic and operational finance experience. The firm is headquartered in San Jose, California.

It describes its approach as innovative, with leadership dedicated to attracting and developing financial partners and leveraging technology to share knowledge for faster client problem-solving. It emphasizes depth of experience across both public and private companies and a commitment to matching finance leaders to the unique requirements of each engagement. It aims to respond promptly to client needs and to provide targeted solutions and solid results.

Section iconCompany Overview

Phone number
SIC Code
7363 - Help Supply Services
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Founded
2015
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    CSuite Financial Partners's revenue is estimated to be in the range of $25M - $50M

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