Insights

Acquisition Opportunity e3 Financial was acquired by Arthur J. Gallagher as of January 1, 2015, indicating potential integration with a larger benefits platform and access to Gallagher’s enterprise client base for cross-sell of enhanced employee benefits services.

Talent Management Focus With a mission to attract and retain talent through comprehensive employee benefits, there is a sales opening to offer scalable benefit portfolios and cost-management tools to entrepreneurial and growing firms seeking competitive advantage in talent acquisition.

Cost Management The emphasis on managing benefit costs long term suggests opportunities to pitch cost-optimization analytics, vendor consolidation, and integrated benefits administration to mid-market companies aiming to control soaring benefit expenses.

Small to Mid Market Size indicators (11–50 employees; revenue in the low millions) point to a target segment of small to mid-sized businesses that may require affordable, scalable benefits solutions and advisory services as they scale.

Strategic Partnerships Recent acquisition by a major player implies potential interest in strategic partnerships, white-label solutions, or co-selling arrangements with large brokers or carriers to expand reach and credibility in the employee benefits space.

Similar companies to e3 Financial

e3 Financial's Email Address Formats

e3 Financial uses at least 1 format(s):
e3 Financial Email FormatsExamplePercentage
First@e3financial.comJohn@e3financial.com
100%

Frequently Asked Questions

What is e3 Financial's phone number?

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You can contact e3 Financial'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 e3 Financial's official website and social media links?

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e3 Financial's official website is e3financial.com and has social profiles on LinkedIn.

How much revenue does e3 Financial generate?

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As of July 2026, e3 Financial's annual revenue is estimated to be $1M - $10M.

What is e3 Financial's SIC code NAICS code?

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e3 Financial's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does e3 Financial have currently?

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As of July 2026, e3 Financial has approximately 11 employees across 1 continents, including North America. Key team members include Experience Manager: D. L.Experience Manager: R. S.Benefits Advisor: S. R.. Explore e3 Financial's employee directory with LeadIQ.

What industry does e3 Financial belong to?

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e3 Financial operates in the Financial Services industry.

What is e3 Financial's email format?

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e3 Financial's email format typically follows the pattern of First@e3financial.com. Find more e3 Financial email formats with LeadIQ.
e3 Financial logo

e3 Financial

Financial ServicesCalifornia, United States11-50 Employees

e3 Financial is a financial services firm based in Newport Beach, California. The company provides comprehensive employee benefits services aimed at helping entrepreneurial organizations recruit and retain talent, with a focus on enhancing the employee experience, maintaining a competitive benefits portfolio, and managing benefit costs over the long term. Its target market includes entrepreneurial organizations seeking structured, cost-conscious benefits programs; the work focuses on balancing attractiveness to employees with sustainable cost management. As of 2015, e3 Financial was acquired by Arthur J. Gallagher, indicating a change in corporate ownership while continuing to operate within the benefits services space.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    e3 Financial's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    e3 Financial's revenue is estimated to be in the range of $1M - $10M

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