Insights

Diverse Financial Solutions Eagle Strategies offers a comprehensive suite of financial advisory services along with access to a wide range of insurance products through its parent, New York Life, providing opportunities to cross-sell investment and protection solutions to existing clients.

Strong Market Recognition The company has been recognized for its excellence in defined contribution retirement plan advising, being listed among the top multi-office firms consistently for the past four years, indicating a robust reputation in retirement planning markets.

Strategic Asset Investments Eagle Strategies actively invests significant assets in ETFs and major retail stocks, demonstrating a proactive approach to asset management that can be leveraged for deeper partnership or tailored investment strategies.

Financial Growth Potential With revenues estimated between $500 million and $1 billion and a sizable employee base, Eagle Strategies has substantial financial capacity and operational scale, offering opportunities for enterprise-level collaborations and customized financial product offerings.

Technology Enablement Utilizing advanced digital tools such as Cloudflare, Google Tag Manager, and SiteCatalyst, Eagle Strategies emphasizes a modernized approach to client engagement and data analytics, opening avenues to enhance digital marketing, lead generation, and client onboarding processes.

Eagle Strategies, LLC Tech Stack

Eagle Strategies, LLC uses 8 technology products and services including SiteCatalyst, Cloudflare, Open Graph, and more. Explore Eagle Strategies, LLC's tech stack below.

  • SiteCatalyst
    Analytics
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • jQuery
    Javascript Libraries
  • Slick
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management

Eagle Strategies, LLC's Email Address Formats

Eagle Strategies, LLC uses at least 1 format(s):
Eagle Strategies, LLC Email FormatsExamplePercentage
FLast@eaglestrategies.comJDoe@eaglestrategies.com
89%
First.Last@eaglestrategies.comJohn.Doe@eaglestrategies.com
9%
FMLast@eaglestrategies.comJMDoe@eaglestrategies.com
1%
FirstLast@eaglestrategies.comJohnDoe@eaglestrategies.com
1%

Frequently Asked Questions

What is Eagle Strategies, LLC's phone number?

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You can contact Eagle Strategies, LLC'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 Eagle Strategies, LLC's official website and social media links?

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Eagle Strategies, LLC's official website is eaglestrategies.com and has social profiles on LinkedIn.

How much revenue does Eagle Strategies, LLC generate?

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As of December 2025, Eagle Strategies, LLC's annual revenue is estimated to be $152K.

What is Eagle Strategies, LLC's NAICS code?

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Eagle Strategies, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Eagle Strategies, LLC have currently?

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As of December 2025, Eagle Strategies, LLC has approximately 625 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: A. S.Chief Executive Officer: C. F.Vice President Sales & Marketing: P. H.. Explore Eagle Strategies, LLC's employee directory with LeadIQ.

What industry does Eagle Strategies, LLC belong to?

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Eagle Strategies, LLC operates in the Financial Services industry.

What technology does Eagle Strategies, LLC use?

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Eagle Strategies, LLC's tech stack includes SiteCatalystCloudflareOpen GraphoEmbedjQuerySlickCloudflare Bot ManagementGoogle Tag Manager.

What is Eagle Strategies, LLC's email format?

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Eagle Strategies, LLC's email format typically follows the pattern of FLast@eaglestrategies.com. Find more Eagle Strategies, LLC email formats with LeadIQ.

When was Eagle Strategies, LLC founded?

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Eagle Strategies, LLC was founded in 1994.

Eagle Strategies, LLC

Financial ServicesNew York, United States501-1000 Employees

Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser.

Eagle Strategies offers our Financial Advisors a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Through our parent company New York Life, Advisors can also offer risk protection products including life insurance, long-term care insurance, and annuities. This wide range of high-quality financial products allows them to construct a tailored strategy designed to meet your specific financial goals.

We believe that the best financial solutions are built when our Advisors have a thorough understanding of your current financial health as well as your short- and long-term goals. By working in partnership with you, they can identify the appropriate solutions for your individual situation and put you on a path toward achieving your financial objectives. Of course no plan can remain stagnant, as situations will arise that will require adjustments to a financial strategy. When this occurs, your Advisor will be well- positioned to help navigate those changes.

To get started on implementing your financial strategy, click below to find an Advisor in your area: 
http://www.eaglestrategies.com/contact-us/


Eagle Strategies LLC (Eagle) is an investment adviser registered with the Securities and Exchange Commission and is notice filed with appropriate state securities authorities. Registration with the SEC does not imply a certain level of skill or training.  Eagle is an indirect wholly owned subsidiary of New York Life Insurance Company.  Eagle is not a broker-dealer or an insurance company and does not offer insurance products or brokerage services. 
* Any insurance recommendation or advice is given solely in an Eagle Investment Adviser Representative's role as an agent of New York Life Insurance Company or New York Life Insurance and Annuity Corporation.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
501-1000

Section iconFunding & Financials

  • $500M$1B

    Eagle Strategies, LLC's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Eagle Strategies, LLC's revenue is estimated to be in the range of $500M$1B

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