Insights

Specialized Client Focus ELEMENT Financial Group caters to a diverse range of industries including entertainment, legal, biotech, and pharmaceutical sectors, indicating potential sales opportunities with companies seeking tailored financial advisory and benefit solutions in these areas.

Technology Utilization The company's use of advanced technologies such as Google Maps, New Relic, and cloud services suggests an openness to innovative, technology-driven financial products and services that could enhance client engagement and operational efficiency.

Market Positioning With a revenue estimate of up to fifty million dollars and a relatively small team, ELEMENT Financial Group presents an opportunity for scalable financial solutions that support growth without significant organizational disruption.

Service Portfolio Their comprehensive offerings in financial planning, asset management, estate planning, and corporate benefits reveal opportunities for integrated financial technology services or advisory tools that streamline or enhance these core activities.

Relationship Expansion Given their women-founded status and focus on client values, there is potential to develop customized, socially responsible financial products or communication strategies aimed at similar client demographics or values-driven organizations.

Similar companies to ELEMENT Financial Group

ELEMENT Financial Group Tech Stack

ELEMENT Financial Group uses 8 technology products and services including RSS, Cloudflare, Percona, and more. Explore ELEMENT Financial Group's tech stack below.

  • RSS
    Content Management System
  • Cloudflare
    Content Management System
  • Percona
    Database
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • New Relic
    Real User Monitoring
  • Bootstrap
    UI Frameworks

Media & News

ELEMENT Financial Group's Email Address Formats

ELEMENT Financial Group uses at least 1 format(s):
ELEMENT Financial Group Email FormatsExamplePercentage
FLast@elementfinancialgroup.comJDoe@elementfinancialgroup.com
62%
First@elementfinancialgroup.comJohn@elementfinancialgroup.com
23%
Last@elementfinancialgroup.comDoe@elementfinancialgroup.com
11%
LFirst@elementfinancialgroup.comDJohn@elementfinancialgroup.com
4%

Frequently Asked Questions

Where is ELEMENT Financial Group's headquarters located?

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ELEMENT Financial Group's main headquarters is located at 205 Lexington Avenue, Suite 1600. The company has employees across 2 continents, including North AmericaOceania.

What is ELEMENT Financial Group's phone number?

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

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ELEMENT Financial Group's official website is elementfinancialgroup.com and has social profiles on LinkedIn.

What is ELEMENT Financial Group's NAICS code?

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ELEMENT Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does ELEMENT Financial Group have currently?

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As of December 2025, ELEMENT Financial Group has approximately 14 employees across 2 continents, including North AmericaOceania. Key team members include Chief Legal Officer And Chief Compliance Officer: R. L.Vp Operations: I. B.Vp Controller: J. C.. Explore ELEMENT Financial Group's employee directory with LeadIQ.

What industry does ELEMENT Financial Group belong to?

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ELEMENT Financial Group operates in the Financial Services industry.

What technology does ELEMENT Financial Group use?

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ELEMENT Financial Group's tech stack includes RSSCloudflarePerconaGoogle Fonts APIjQueryGoogle MapsNew RelicBootstrap.

What is ELEMENT Financial Group's email format?

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ELEMENT Financial Group's email format typically follows the pattern of FLast@elementfinancialgroup.com. Find more ELEMENT Financial Group email formats with LeadIQ.

When was ELEMENT Financial Group founded?

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ELEMENT Financial Group was founded in 2007.

ELEMENT Financial Group

Financial ServicesNew York, United States11-50 Employees

Element is a women founded, distinct wealth advisory firm that helps those who have incredible demands on their time and energy to design and implement comprehensive financial plans. Our full-service approach ensures that clients' unique and diverse needs are met by objective and knowledgeable professionals. 

We organize all relevant information, research viable options, and make recommendations that take into account not only our clients' financials, but their values and beliefs about finances as well. 

We have extensive experience in the areas of Financial Planning, Asset Management, Insurance and Estate Planning as well as Corporate and Executive Benefits Programs.

Over 20 Years Experience:
Corporate & Executive Benefit Planning
Private Placement Life Insurance
Alternative Investment Strategies

Industries Include:
Entertainment, Media, Film, Fashion and Sports
Legal and Accounting Firms
Biotech and Pharmaceutical

Find Us On Facebook: https://www.facebook.com/elementfinancialgroupny

“Securities and advisory services offered through Commonwealth Financial Network®, member  www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Element Financial Group,  110 E 25th Street, Ste 226,  New York, NY 11010, 212-878-1760 The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Section iconCompany Overview

Headquarters
205 Lexington Avenue, Suite 1600
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    ELEMENT Financial Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    ELEMENT Financial Group's revenue is estimated to be in the range of $25M$50M

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