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Insights

Strategic Acquisition Dragon Financial Group was acquired by Mercer Advisors Inc. in 2019 for 110 million dollars, highlighting its value within the wealth management sector and potentially creating opportunities for cross-selling or leveraging Mercer Advisors' expansive network.

Niche Market Focus With a small team of 2-10 employees offering personalized financial planning services, Dragon Financial Group presents an opportunity for targeted high-touch service solutions, especially for high-net-worth individuals and boutique investment firms.

Revenue Potential Generating between 10 and 25 million dollars in revenue, the company demonstrates solid financial health, making it an attractive prospect for sales of advanced financial tools, compliance solutions, or client engagement platforms.

Technological Ecosystem Utilizing a modern tech stack including WordPress, jQuery, and Chart.js, Dragon Financial Group values digital solutions, indicating an openness to adopting innovative financial software, CRM systems, or investment analytics tools.

Industry Context Positioned within the competitive financial services sector with major players like BlackRock and Charles Schwab, Dragon Financial Group offers scope for partnerships in wealth management, insurance, and tax services, especially considering its range of specialized offerings.

Dragon Financial Group Tech Stack

Dragon Financial Group uses 8 technology products and services including WordPress, Font Awesome, Google Fonts API, and more. Explore Dragon Financial Group's tech stack below.

  • WordPress
    Content Management System
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Chart.js
    Javascript Graphics
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Select2
    Javascript Libraries
  • jQuery Mobile
    Mobile Frameworks

Dragon Financial Group's Email Address Formats

Dragon Financial Group uses at least 1 format(s):
Dragon Financial Group Email FormatsExamplePercentage
First@dragonfg.comJohn@dragonfg.com
39%
First.Last@dragonfg.comJohn.Doe@dragonfg.com
11%
First@dragonfg.comJohn@dragonfg.com
39%
First.Last@dragonfg.comJohn.Doe@dragonfg.com
11%

Frequently Asked Questions

Where is Dragon Financial Group's headquarters located?

Minus sign iconPlus sign iconDragon Financial Group's main headquarters is located at 1700 South el Camino Real Suite 200 San Mateo, California 94402 United States. The company has employees across 1 continents, including North America.

What is Dragon Financial Group's phone number?

Minus sign iconPlus sign icon You can contact Dragon Financial Group's main corporate office by phone at
+1-415-323-****
. 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 Dragon Financial Group's official website and social media links?

Minus sign iconPlus sign iconDragon Financial Group's official website is dragonfg.com and has social profiles on LinkedIn.

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

Minus sign iconPlus sign iconDragon Financial Group's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Dragon Financial Group have currently?

Minus sign iconPlus sign iconAs of February 2026, Dragon Financial Group has approximately 5 employees across 1 continents, including North America. Key team members include Owner: E. D.. Explore Dragon Financial Group's employee directory with LeadIQ.

What industry does Dragon Financial Group belong to?

Minus sign iconPlus sign iconDragon Financial Group operates in the Financial Services industry.

What technology does Dragon Financial Group use?

Minus sign iconPlus sign iconDragon Financial Group's tech stack includes WordPressFont AwesomeGoogle Fonts APIChart.jsModernizrjQuerySelect2jQuery Mobile.

What is Dragon Financial Group's email format?

Minus sign iconPlus sign iconDragon Financial Group's email format typically follows the pattern of First@dragonfg.com. Find more Dragon Financial Group email formats with LeadIQ.

When was Dragon Financial Group founded?

Minus sign iconPlus sign iconDragon Financial Group was founded in 2003.

Dragon Financial Group

Financial ServicesCalifornia, United States2-10 Employees

Dragon Financial Group provides a full suite of personal and business financial planning services including wealth management and investment strategy.

Our team of Certified Financial Planners, Certified Treasury Professionals, Chartered Financial Consultants, Enrolled Agents and other Professionals provide our clients with an in-depth comprehensive financial solution.

Additional Services:
EverTrue Insurance Services
Dragon Business and Benefit Advisors
DFG Tax and Accounting Services

Section iconCompany Overview

Headquarters
1700 South el Camino Real Suite 200 San Mateo, California 94402 United States
Phone number
+1-415-323-****
Website
dragonfg.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

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

Section iconFunding & Financials

  • $10M$25M

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

Company Leadership

  • Stylized image of a person
    E. D.
    Owner
    Phone icon
    Mobile Phone

Employee Directory

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