Insights

Thought Leadership Channel Ed Slott and Company hosts irahelp.com and the Slott Report, delivering continuing professional education seminars nationwide to financial advisors, CPAs, banks and attorneys. This creates direct access to a large, high intent audience and opportunities for co branded training, joint webinars, and lead sharing.

National Education Network With a nationwide calendar of CPD seminars and established relationships with brokerages, fund companies and insurers, there is potential for enterprise partnerships, white labeled curricula, and reseller arrangements to scale client reach.

Scalable Licensing Opportunities Programs like IRA Success and the 2-Day IRA Workshop demonstrate a scalable education model open to new modules, content licensing, and collaborative development of certifications for professionals.

Credible Marketing Platform Top tier recognition from The Wall Street Journal and ThinkAdvisor as well as broad media exposure provides a powerful platform for joint marketing campaigns, author led webinars, and referral programs with less friction.

Tech Ready Partnerships A modern digital footprint with WordPress and SEO infrastructure suggests readiness for marketing automation, CRM integrations, and LMS or content distribution partnerships that can streamline program delivery and attribution.

Ed Slott and Company Tech Stack

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

  • Cloudflare Web Optimizations
    Analytics
  • Site Kit
    Analytics
  • LiteSpeed Cache
    Caching
  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • WordPress Block Editor
    Page Builders
  • Yoast SEO
    Search Engines
  • LiteSpeed
    Web Servers

Media & News

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
93%
First.Last@irahelp.comJohn.Doe@irahelp.com
7%

Frequently Asked Questions

Where is Ed Slott and Company's headquarters located?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of June 2026, Ed Slott and Company has approximately 30 employees across 3 continents, including North AmericaAsiaAfrica. Key team members include Founder And Ceo: E. S.Owner: E. S.Mng Partner: L. L.. Explore Ed Slott and Company's employee directory with LeadIQ.

What industry does Ed Slott and Company belong to?

Minus sign iconPlus sign icon
Ed Slott and Company operates in the Accounting industry.

What technology does Ed Slott and Company use?

Minus sign iconPlus sign icon
Ed Slott and Company's tech stack includes Cloudflare Web OptimizationsSite KitLiteSpeed CacheWordPressoEmbedWordPress Block EditorYoast SEOLiteSpeed.

What is Ed Slott and Company's email format?

Minus sign iconPlus sign icon
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 and Company is a firm operating in the accounting industry that specializes in IRA education and distribution planning. Based in Rockville Centre, New York, the organization provides expert information, seminars, and professional education aimed at financial advisors, CPAs, insurance professionals, attorneys, and related professionals, helping them navigate IRA-related compliance and optimization topics for clients. The company maintains irahelp.com and a blog, and offers continuing professional education seminars and specialized programs to equip financial professionals with knowledge and tools to lead in the IRA marketplace. The business has a history of public-facing involvement, including connections to Ed Slott, a recognized author and media figure in personal finance, and has pursued recognition through industry awards and education initiatives, including launching updated education programs and video series in recent years.

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

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.