Insights

Targeted Client Base Enza Financial specializes in executive benefits, retirement planning, investments, and insurance, presenting an opportunity to offer tailored financial products and advisory services to high-net-worth individuals or corporate clients seeking comprehensive financial solutions.

Growth Potential With a revenue range between 10 million and 25 million and a small team of 2-10 employees, Enza Financial is positioned for targeted growth initiatives, making it an ideal candidate for technology solutions that enhance operational efficiency and client engagement.

Relationship Focus The company's emphasis on building long-term client relationships suggests a strong potential for value-added service offerings, including CRM systems, client communication tools, and customer retention solutions to deepen client loyalty.

Recent Leadership The appointment of Christine Millen as Principal and Director of the Life Insurance Division indicates strategic expansion in life insurance services, offering sales prospects for insurance technology platforms, product providers, and consulting services.

Industry Alignment Similar firms in the financial services industry have substantial employee bases and revenue streams, signaling significant market opportunities for scalable financial technology, compliance solutions, and investment management tools tailored to mid-sized financial advisory firms.

Enza Financial Tech Stack

Enza Financial uses 8 technology products and services including WordPress, Shopify, Font Awesome, and more. Explore Enza Financial's tech stack below.

  • WordPress
    Content Management System
  • Shopify
    E-commerce
  • Font Awesome
    Font Scripts
  • Modernizr
    Javascript Libraries
  • SweetAlert2
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers
  • jQuery custom content scroller
    Web Tools And Plugins

Enza Financial's Email Address Formats

Enza Financial uses at least 1 format(s):
Enza Financial Email FormatsExamplePercentage
FLast@enzafinancial.comJDoe@enzafinancial.com
38%
First.Last@enzafinancial.comJohn.Doe@enzafinancial.com
16%
First@enzafinancial.comJohn@enzafinancial.com
8%
FLast@enzafinancial.comJDoe@enzafinancial.com
38%

Frequently Asked Questions

Where is Enza Financial's headquarters located?

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Enza Financial's main headquarters is located at 6450 Rockside Woods Boulevard South Suite 150 Independence, Ohio 44131 United States. The company has employees across 1 continents, including North America.

What is Enza Financial's phone number?

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

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Enza Financial's official website is enzafinancial.com and has social profiles on LinkedIn.

What is Enza Financial's NAICS code?

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

How many employees does Enza Financial have currently?

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As of April 2026, Enza Financial has approximately 7 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: K. R.Operations Manager: K. H.Financial Professional: F. S. H.. Explore Enza Financial's employee directory with LeadIQ.

What industry does Enza Financial belong to?

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Enza Financial operates in the Financial Services industry.

What technology does Enza Financial use?

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Enza Financial's tech stack includes WordPressShopifyFont AwesomeModernizrSweetAlert2Google AnalyticsNginxjQuery custom content scroller.

What is Enza Financial's email format?

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Enza Financial's email format typically follows the pattern of FLast@enzafinancial.com. Find more Enza Financial email formats with LeadIQ.

Enza Financial

Financial ServicesOhio, United States2-10 Employees

Enza Financial is committed to building and sustaining long-term relationships by providing bottom-line, value-driven programs for executive benefits, retirement planning, investments and insurance needs.

Disclosure:
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Enza Financial, LLC. Enza Financial, LLC is independently owned and operated.
Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Section iconCompany Overview

Headquarters
6450 Rockside Woods Boulevard South Suite 150 Independence, Ohio 44131 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Enza Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Enza Financial's revenue is estimated to be in the range of $10M$25M

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