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Insights

High Net Worth Focus EPIC Financial Consulting specializes in serving high net worth individuals with tailored strategies for tax efficiency, wealth preservation, and philanthropic planning, indicating potential value in expanding their advisory services and exploring premium financial products.

Niche Market Positioning With a focus on complex asset structuring including real estate, artwork, and intellectual property, the company caters to clients with diverse and sophisticated financial portfolios, presenting opportunities for specialized investment solutions and exclusive banking services.

Growth and Revenue Potential Reported revenues between 25 and 50 million dollars suggest a stable financial base with potential for growth, making them a promising target for strategic partnerships, enhanced financial technology tools, and premium service offerings.

Technology Utilization The company's tech stack includes advanced tools such as Google Analytics and Bootstrap, indicating openness to digital engagement, which opens avenues for digital marketing collaborations, client engagement platforms, and tech-driven advisory solutions.

Competitive Landscape Operating in a market with majors like Charles Schwab and Fidelity Investments suggests opportunities for competitive differentiation by emphasizing personalized advisory services, niche expertise, and bespoke financial planning that appeal to affluent clients seeking tailored solutions.

EPIC Financial Consulting, Inc. Tech Stack

EPIC Financial Consulting, Inc. uses 8 technology products and services including oEmbed, Shopify, Font Awesome, and more. Explore EPIC Financial Consulting, Inc.'s tech stack below.

  • oEmbed
    Dev Tools
  • Shopify
    E-commerce
  • Font Awesome
    Font Scripts
  • TweenMax
    Javascript Frameworks
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Apache HTTP Server
    Web Servers
  • Magnific Popup
    Web Tools And Plugins

Media & News

EPIC Financial Consulting, Inc.'s Email Address Formats

EPIC Financial Consulting, Inc. uses at least 1 format(s):
EPIC Financial Consulting, Inc. Email FormatsExamplePercentage
First.Last@epicfinancialconsulting.comJohn.Doe@epicfinancialconsulting.com
44%
First@epicfinancialconsulting.comJohn@epicfinancialconsulting.com
6%
First.Last@epicfinancialconsulting.comJohn.Doe@epicfinancialconsulting.com
44%
First@epicfinancialconsulting.comJohn@epicfinancialconsulting.com
6%

Frequently Asked Questions

Where is EPIC Financial Consulting, Inc.'s headquarters located?

Minus sign iconPlus sign iconEPIC Financial Consulting, Inc.'s main headquarters is located at 1875 Century Park East #940 Los Angeles, California 90067 United States. The company has employees across 1 continents, including North America.

What is EPIC Financial Consulting, Inc.'s official website and social media links?

Minus sign iconPlus sign iconEPIC Financial Consulting, Inc.'s official website is epicfinancialconsulting.com and has social profiles on LinkedIn.

What is EPIC Financial Consulting, Inc.'s NAICS code?

Minus sign iconPlus sign iconEPIC Financial Consulting, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does EPIC Financial Consulting, Inc. have currently?

Minus sign iconPlus sign iconAs of March 2026, EPIC Financial Consulting, Inc. has approximately 8 employees across 1 continents, including North America. Key team members include Business Development Specialist: N. F.Marketing Development Specialist: N. N.. Explore EPIC Financial Consulting, Inc.'s employee directory with LeadIQ.

What industry does EPIC Financial Consulting, Inc. belong to?

Minus sign iconPlus sign iconEPIC Financial Consulting, Inc. operates in the Financial Services industry.

What technology does EPIC Financial Consulting, Inc. use?

Minus sign iconPlus sign iconEPIC Financial Consulting, Inc.'s tech stack includes oEmbedShopifyFont AwesomeTweenMaxBootstrapGoogle AnalyticsApache HTTP ServerMagnific Popup.

What is EPIC Financial Consulting, Inc.'s email format?

Minus sign iconPlus sign iconEPIC Financial Consulting, Inc.'s email format typically follows the pattern of First.Last@epicfinancialconsulting.com. Find more EPIC Financial Consulting, Inc. email formats with LeadIQ.

EPIC Financial Consulting, Inc.

Financial ServicesCalifornia, United States2-10 Employees

Our team provides strategic advisory services focused on tax efficiency, financial planning and philanthropic giving for high net worth individuals and clients facing liquidity events.

We work in conjunction with our clients' tax and legal advisors to provide guidance in the following areas:

- Tax-efficient asset structuring for the sale of appreciated assets (businesses, commercial or residential real estate, stock portfolios, art or car collections, intellectual property and intangible assets)
- Wealth preservation for high net worth individuals
- Multigenerational wealth planning and philanthropic giving

Section iconCompany Overview

Headquarters
1875 Century Park East #940 Los Angeles, California 90067 United States
Website
epicfinancialconsulting.com
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    EPIC Financial Consulting, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    EPIC Financial Consulting, Inc.'s revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    N. F.
    Business Development Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. N.
    Marketing Development Specialist
    Phone icon
    Mobile Phone

Employee Directory

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