Insights

Industry Leadership Ed Slott and Company has established itself as a leading authority in IRA educational services, recognized through industry awards and thought leadership placements, making it a prime target for partnerships aimed at expanding professional education offerings.

Educational Expansion The company’s recent launches of IRA Success and virtual workshops indicate ongoing efforts to enhance and diversify their professional training programs, presenting opportunities to introduce complementary learning platforms or content solutions.

Financial Growth With an annual revenue between ten and twenty-five million dollars, Ed Slott and Company demonstrates sustained financial stability, enabling investments in new technology, marketing, or expanded service capabilities.

Recognition & Awards Repeated industry recognition, including inclusion in ThinkAdvisor’s Luminaries, highlights their strong reputation and potential for joint branding or co-marketing initiatives with service providers seeking visibility in the financial education space.

Digital Content Focus Their active online presence, including a popular website and educational blogs, suggests an audience receptive to digital marketing and content tools, offering sales opportunities for content management, marketing automation, or platform enhancement solutions.

Ed Slott and Company Tech Stack

Ed Slott and Company uses 8 technology products and services including Site Kit, LiteSpeed Cache, WordPress, and more. Explore Ed Slott and Company's tech stack below.

  • Site Kit
    Analytics
  • LiteSpeed Cache
    Caching
  • WordPress
    Content Management System
  • Keap
    Customer Relationship Management
  • Swiper
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • Yoast SEO Premium
    Search Engines
  • Akismet
    Web Platform Extensions

Ed Slott and Company's Email Address Formats

Ed Slott and Company uses at least 1 format(s):
Ed Slott and Company Email FormatsExamplePercentage
First@irahelp.comJohn@irahelp.com
46%
First.Last@irahelp.comJohn.Doe@irahelp.com
4%
First@irahelp.comJohn@irahelp.com
46%
First.Last@irahelp.comJohn.Doe@irahelp.com
4%

Frequently Asked Questions

Where is Ed Slott and Company's headquarters located?

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Ed Slott and Company's main headquarters is located at 100 Merrick Road Suite 200e Rockville Centre, New York 11570 United States. The company has employees across 3 continents, including North AmericaAsiaAfrica.

What is Ed Slott and Company's phone number?

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You can contact Ed Slott and Company'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 Ed Slott and Company's official website and social media links?

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Ed Slott and Company's official website is irahelp.com and has social profiles on LinkedIn.

What is Ed Slott and Company's SIC code NAICS code?

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Ed Slott and Company's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Ed Slott and Company have currently?

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As of March 2026, Ed Slott and Company has approximately 29 employees across 3 continents, including North AmericaAsiaAfrica. Key team members include Founder And Ceo: E. S.Mng Partner: L. L.Owner: L. N.. Explore Ed Slott and Company's employee directory with LeadIQ.

What industry does Ed Slott and Company belong to?

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Ed Slott and Company operates in the Accounting industry.

What technology does Ed Slott and Company use?

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Ed Slott and Company's tech stack includes Site KitLiteSpeed CacheWordPressKeapSwiperLodashYoast SEO PremiumAkismet.

What is Ed Slott and Company's email format?

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Ed Slott and Company's email format typically follows the pattern of First@irahelp.com. Find more Ed Slott and Company email formats with LeadIQ.

Ed Slott and Company

AccountingNew York, United States11-50 Employees

Ed Slott was named “The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a nationally recognized IRA distribution planning expert, professional speaker, and the creator of several public television specials, including his most recent, Retire Safe and Secure! with Ed Slott (2018).

Ed Slott established the IRA Leadership Program and Ed Slott’s Elite IRA Advisor Group, which were developed specifically to equip financial professionals with the knowledge and tools to become recognized leaders in the IRA marketplace.

Ed Slott and Company hosts irahelp.com as well as the Slott Report blog (irahelp.com/slott report), and Ed and the team of IRA Experts regularly present continuing professional-education seminars on IRA distribution planning for financial advisor firms, mutual fund companies, brokerage firms, insurance professionals, financial planners, banks, CPAs, and attorneys across the country. 

Ed Slott is the author of the best-selling books, Ed Slott's Retirement Decisions Guide: 2018 Edition (IRA Help, 2018),  Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2012), The Retirement Savings Time Bomb and How to Defuse It (Penguin, 2012), Stay Rich for Life! (Ballantine Books, 2009), Parlay Your IRA into a Family Fortune (Penguin, 2008), and Your Complete Retirement Planning Road Map (Ballantine Books, 2007). He is also a personal finance columnist for numerous financial publications and websites.

Ed has been quoted in national news publications including The New York Times, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.

Section iconCompany Overview

Headquarters
100 Merrick Road Suite 200e Rockville Centre, New York 11570 United States
Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Ed Slott and Company's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Ed Slott and Company's revenue is estimated to be in the range of $10M$25M

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