Insights

High-Value Clientele Cunningham & Associates primarily serves thriving businesses and high-net-worth individuals with complex financial needs, presenting opportunities to tailor advanced tax and wealth management solutions for clients with substantial assets.

Growing Strategic Team The recent appointment of a Director of Strategic Alliances indicates a focus on expanding partnerships and collaborative opportunities, opening avenues for joint ventures and co-marketing initiatives within the financial services ecosystem.

Technology-Driven Approach The company's adoption of modern digital tools and SEO strategies suggests they value innovative technology, creating potential for sales solutions that enhance their operational efficiency and client communication.

Market Expansion Potential With support spanning all 50 states and a robust client base, Cunningham & Associates demonstrates the potential to scale services or introduce new financial products to meet the diverse needs of a nationwide upscale market.

Revenue Growth Opportunities Operating within an industry with peers generating multi-billion dollar revenues, Cunningham & Associates offers prospects for premium service offerings, advanced financial planning solutions, and high-end consulting to support their growth trajectory and client success.

Cunningham & Associates Tech Stack

Cunningham & Associates uses 8 technology products and services including Linkedin Insight Tag, jsDelivr, Webpack, and more. Explore Cunningham & Associates's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • jsDelivr
    Content Delivery Network
  • Webpack
    Development
  • Twemoji
    Font Scripts
  • Yoast SEO
    Search Engines
  • HSTS
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • HTTP/3
    Web & Portal Technology

Cunningham & Associates's Email Address Formats

Cunningham & Associates uses at least 1 format(s):
Cunningham & Associates Email FormatsExamplePercentage
FLast@jec-llc.comJDoe@jec-llc.com
48%
Last@jec-llc.comDoe@jec-llc.com
2%
FLast@jec-llc.comJDoe@jec-llc.com
48%
Last@jec-llc.comDoe@jec-llc.com
2%

Frequently Asked Questions

What is Cunningham & Associates's phone number?

Minus sign iconPlus sign icon
You can contact Cunningham & Associates'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 Cunningham & Associates's official website and social media links?

Minus sign iconPlus sign icon
Cunningham & Associates's official website is jec-llc.com and has social profiles on LinkedIn.

What is Cunningham & Associates's SIC code NAICS code?

Minus sign iconPlus sign icon
Cunningham & Associates's SIC code is 7291 - Tax Return Preparation Services NAICS code is 52 - Finance and Insurance.

How many employees does Cunningham & Associates have currently?

Minus sign iconPlus sign icon
As of December 2025, Cunningham & Associates has approximately 33 employees across 2 continents, including North AmericaEurope. Key team members include Founder: A. B.Senior Partner: R. F.Partner - Director Of Operations: B. A. A.. Explore Cunningham & Associates's employee directory with LeadIQ.

What industry does Cunningham & Associates belong to?

Minus sign iconPlus sign icon
Cunningham & Associates operates in the Financial Services industry.

What technology does Cunningham & Associates use?

Minus sign iconPlus sign icon
Cunningham & Associates's tech stack includes Linkedin Insight TagjsDelivrWebpackTwemojiYoast SEOHSTSX-Content-Type-OptionsHTTP/3.

What is Cunningham & Associates's email format?

Minus sign iconPlus sign icon
Cunningham & Associates's email format typically follows the pattern of FLast@jec-llc.com. Find more Cunningham & Associates email formats with LeadIQ.

When was Cunningham & Associates founded?

Minus sign iconPlus sign icon
Cunningham & Associates was founded in 1984.

Cunningham & Associates

Financial ServicesMassachusetts, United States11-50 Employees

At Cunningham & Associates, we’re dedicated to delivering top-tier tax and financial strategies for thriving businesses and high-net-worth individuals with complex needs. 

Since 1992, our 30+ person team, backed by 25+ professional designations, has supported over 5,000 clients in all 50 states, helping them save a collective $6 billion in taxes. We’re proud of those achievements, but even prouder of our clients’ remarkable success.

We blend technical expertise with an exceptional human touch. Our goal is to be each client’s primary advisor through every chapter of their journey. The breadth of licensing our team holds allows us to break down siloes and be our clients primary advisor. From tax and accounting to valuation, wealth advisory, or estate planning, we have you covered. We can build a team on your behalf, or, if you have a strong team in place that needs integration and coordination, we can do that too.

We know that we are only as valuable as the tangible results we deliver combined with the intangible trust we earn. We accomplish this by:

1. Approaching every engagement as a chance to help our clients uncover greater value, expand their horizons, and achieve their goals.

2. Cutting through the noise to deliver straightforward solutions and making the complex simple. Whether you’re a client, partner, or teammate, our processes and communication are designed to eliminate friction.

3. We Stand Behind Our Work: If we don’t perform, we don’t get paid—period. Our clients know we’re in their corner, and we share in the rewards of a job well done.

4. We invest in genuine relationships with our clients, colleagues, and community. Empathy drives our daily choices; big-picture vision propels us forward.

This is who we are, it’s in our DNA, and we’d love the opportunity to prove it to you.

Section iconCompany Overview

Phone number
SIC Code
7291 - Tax Return Preparation Services
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Cunningham & Associates's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Cunningham & Associates's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.