Insights

Market Niche Opportunity EPS Financial specializes in providing financial solutions to independent tax professionals, indicating a focused target market that values flexible, efficient tools for seasonal cash flow management. Tailoring financial products or value-added services to this niche could enhance client retention and drive new sales.

Technology Integration Potential With a tech stack that includes analytics and marketing tools like Google Analytics, Marketo, and PHP, there is an opportunity to offer advanced software integrations, upgrades, or marketing support to help EPS Financial and similar clients optimize their digital presence and customer engagement.

Growth & Acquisition Synergies MetaBank's acquisition of EPS Financial suggests potential for collaborative financial products or services, such as co-branded financial solutions or expansion into related financial niches, offering sales prospects for partnerships or new product development.

Financial Products Expansion EPS Financial’s range of products including refund transfers and loans can be complemented with additional financial tools like debt management or online payment solutions, presenting cross-selling opportunities to deepen client relationships.

Industry Trend Alignment Given EPS’s focus on tax professionals and their seasonal needs, there is an opportunity to develop marketing campaigns or financial innovations aligned with tax season cycles and evolving financial regulations, positioning your offerings as timely and essential in this market segment.

Similar companies to EPS Financial - powered by Pathward

EPS Financial - powered by Pathward Tech Stack

EPS Financial - powered by Pathward uses 8 technology products and services including oEmbed, jQuery, Marketo, and more. Explore EPS Financial - powered by Pathward's tech stack below.

oEmbed
Dev Tools
jQuery
Javascript Libraries
Marketo
Marketing Automation
PyScript
Miscellaneous
PHP
Programming Languages
YouTube
Video Players
Google Search Console
Web Analytics
Google Analytics
Web Analytics

Media & News

MetaBank acquired Epsfinancial on Oct 3rd '16.
On October 3, 2016, Meta announced it had signed a definitive agreement with privately-held Drake Enterprises, Ltd. and its wholly-owned subsidiary, EPS Financial LLC (EPS Financial), for MetaBank to acquire substantially all of the assets and certain liabilities of EPS Financial
Oct 25, 2016 | forextv.com

EPS Financial - powered by Pathward's Email Address Formats

EPS Financial - powered by Pathward uses at least 2 format(s):

EPS Financial - powered by Pathward Email Formats	Example	Percentage
First.Last@epsfinancial.net	John.Doe@epsfinancial.net	66%
FirstLast@epsfinancial.net	JohnDoe@epsfinancial.net	31%
FirLast@epsfinancial.net	JohDoe@epsfinancial.net	3%

Frequently Asked Questions

Where is EPS Financial - powered by Pathward's headquarters located?

EPS Financial - powered by Pathward's main headquarters is located at po Box 1484 Easton, Pennsylvania 18044 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is EPS Financial - powered by Pathward's phone number?

You can contact EPS Financial - powered by Pathward's main corporate office by phone at

+1-484-546-****

. 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 EPS Financial - powered by Pathward's official website and social media links?

EPS Financial - powered by Pathward's official website is epstax.net and has social profiles on LinkedIn.

What is EPS Financial - powered by Pathward's NAICS code?

EPS Financial - powered by Pathward's NAICS code is 52 - Finance and Insurance.

How many employees does EPS Financial - powered by Pathward have currently?

As of May 2026, EPS Financial - powered by Pathward has approximately 28 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Ceo: K. V.President: C. G.Board Member, Chairman - Compensation Committee: R. M.. Explore EPS Financial - powered by Pathward's employee directory with LeadIQ.

What industry does EPS Financial - powered by Pathward belong to?

EPS Financial - powered by Pathward operates in the Financial Services industry.

What technology does EPS Financial - powered by Pathward use?

EPS Financial - powered by Pathward's tech stack includes oEmbedjQueryMarketoPyScriptPHPYouTubeGoogle Search ConsoleGoogle Analytics.

What is EPS Financial - powered by Pathward's email format?

EPS Financial - powered by Pathward's email format typically follows the pattern of First.Last@epsfinancial.net. Find more EPS Financial - powered by Pathward email formats with LeadIQ.

When was EPS Financial - powered by Pathward founded?

EPS Financial - powered by Pathward was founded in 2009.

EPS Financial - powered by Pathward

Q: What technology does EPS Financial - powered by Pathward use?

EPS Financial - powered by Pathward's tech stack includes Shopify, JSON-LD, PHP, Adobe Fonts, Cloudflare Bot Management.

Q: What is EPS Financial - powered by Pathward's NAICS code?

EPS Financial - powered by Pathward's NAICS code is 52 (Finance and Insurance).

Financial ServicesPennsylvania, United States11-50 Employees

EPS Financial is a trusted financial partner for independent tax professionals nationwide. We provide practical, flexible solutions that help tax offices operate more efficiently, manage cash flow, and grow with confidence throughout the tax season.

Our products include Refund Transfers, Taxpayer Refund Advance Loans, Merchant Services, Office Management Solutions, pre-season and in-season tax office loans, software purchase assistance, and December prepaid loyalty cards.

Known for our award-winning customer service, EPS is committed to accuracy, transparency, and responsive support—because real partnership means being there when it matters most.