Insights

Specialized Client Focus Enza Financial’s emphasis on executive benefits, retirement planning, investments, and insurance indicates a target market of high-net-worth individuals and corporate clients seeking tailored financial solutions, providing opportunities for premium financial products and personalized advisory services.

Growth and Leadership The recent appointment of Christine Millen as Principal and Director of the Life Insurance Division demonstrates strategic expansion in insurance offerings, signaling an openness to scaling operations and attracting affluent clients with comprehensive insurance and estate planning needs.

Technology Utilization The use of diverse digital tools such as WordPress, Shopify, and Google Analytics highlights a digital-first approach, offering prospects for integrating advanced fintech solutions, CRM systems, or digital marketing services to enhance customer engagement.

Financial Potential With annual revenues between $10 million and $25 million and a small team of 2-10 employees, Enza Financial is positioned for targeted growth initiatives, presenting opportunities to introduce scalable technology platforms, operational efficiencies, or specialized service offerings.

Market Positioning Operating within the competitive financial services industry with notable peers such as Charles Schwab and Fidelity, Enza Financial can leverage niche marketing strategies and tailored client acquisition services to differentiate and expand its market presence.

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 February 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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