Insights

Niche Market Focus Epsilon Financial Group specializes in independent, fee-only wealth management advisory services to individuals, trusts, and institutions, presenting opportunities to tailor solutions for high-net-worth clients seeking objective financial guidance.

Growth Potential With annual revenues between $10 million and $25 million and a small team of 2-10 employees, the firm is positioned for targeted expansion or partnership to enhance service capacity and client reach.

Technology Adoption The company employs advanced tech tools such as JSON-LD, Video.js, and Google Maps, indicating openness to digital solutions—an opportunity to introduce innovative fintech integrations for improved client engagement.

Educational Differentiation A strong emphasis on evidence-based research and ongoing education underscores the company's commitment to professional excellence, highlighting opportunities to offer advanced training or exclusive financial insights to attract elite clients.

Market Positioning Operating in a competitive landscape alongside large firms like Charles Schwab and Fidelity, Epsilon can leverage unique tailored advice and personalized service distinctions to differentiate and acquire niche clientele.

Epsilon Financial Group, Inc. Tech Stack

Epsilon Financial Group, Inc. uses 8 technology products and services including Open Graph, Google Fonts API, Twemoji, and more. Explore Epsilon Financial Group, Inc.'s tech stack below.

  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Video.js
    Javascript Libraries
  • Google Maps
    Maps
  • Microsoft Word
    Office Suites
  • Cloudflare Bot Management
    Security

Media & News

Epsilon Financial Group, Inc.'s Email Address Formats

Epsilon Financial Group, Inc. uses at least 2 format(s):
Epsilon Financial Group, Inc. Email FormatsExamplePercentage
First@wealthmatters.comJohn@wealthmatters.com
100%

Frequently Asked Questions

Where is Epsilon Financial Group, Inc.'s headquarters located?

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Epsilon Financial Group, Inc.'s main headquarters is located at 2801 Waterman Boulevard Suite 250 Fairfield, California 94534 United States. The company has employees across 1 continents, including North America.

What is Epsilon Financial Group, Inc.'s official website and social media links?

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Epsilon Financial Group, Inc.'s official website is epsilonfg.com and has social profiles on LinkedIn.

How much revenue does Epsilon Financial Group, Inc. generate?

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As of March 2026, Epsilon Financial Group, Inc.'s annual revenue is estimated to be $5M.

What is Epsilon Financial Group, Inc.'s SIC code NAICS code?

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Epsilon Financial Group, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Epsilon Financial Group, Inc. have currently?

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As of March 2026, Epsilon Financial Group, Inc. has approximately 10 employees across 1 continents, including North America. Key team members include Principal: D. P.. Explore Epsilon Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Epsilon Financial Group, Inc. belong to?

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Epsilon Financial Group, Inc. operates in the Financial Services industry.

What technology does Epsilon Financial Group, Inc. use?

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Epsilon Financial Group, Inc.'s tech stack includes Open GraphGoogle Fonts APITwemojiJSON-LDVideo.jsGoogle MapsMicrosoft WordCloudflare Bot Management.

What is Epsilon Financial Group, Inc.'s email format?

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Epsilon Financial Group, Inc.'s email format typically follows the pattern of First@wealthmatters.com. Find more Epsilon Financial Group, Inc. email formats with LeadIQ.

When was Epsilon Financial Group, Inc. founded?

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Epsilon Financial Group, Inc. was founded in 1983.

Epsilon Financial Group, Inc.

Financial ServicesCalifornia, United States2-10 Employees

Epsilon Financial Group, Inc. provides wealth management advisory services to individuals, trusts and institutions. We help clients organize, plan and manage their wealth to achieve their lifetime goals. As independent, fee-only advisors, Epsilon Financial Group advises and guides clients in an objective manner while focusing on the client’s personal wealth management needs to advance their long-term financial goals.

At Epsilon Financial Group, longstanding evidence-based research and the latest techniques of modern finance drive our recommended wealth management strategies. We value an academic approach to finance and maintain professional credentials supported by extensive continuing education and personal study.

To learn more, please visit http://epsilonfg.com

Section iconCompany Overview

Headquarters
2801 Waterman Boulevard Suite 250 Fairfield, California 94534 United States
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Epsilon Financial Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Epsilon Financial Group, Inc.'s revenue is estimated to be in the range of $10M$25M

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