Insights

Independent advisory Target Epsilon Financial Group as a potential partner for fee-only wealth management services, highlighting opportunities to collaborate on fiduciary-focused offerings and objective client guidance for high-net-worth individuals, trusts, and institutions.

Tech-forward care Leverage their listed tech stack and modern finance approach to position additional fintech-enabled advisory tools, data analytics, and digital client experiences that align with their evidence-based research and continuing education culture.

Growth bandwidth With a small team (11-50 employees) and revenue in the mid seven figures, present scalable, hands-off technology or outsourced services to support growth while maintaining independent, fee-only advisory principles.

Educational advantage Offer partnerships or white-label educational content, research capabilities, and continuous learning resources to bolster their academically oriented practice and differentiate through rigorous, evidence-based planning.

Expansion readiness Position as a strategic services provider for client onboarding, compliance, and marketing support to help Epsilon scale client acquisition and asset growth in a competitive wealth management landscape.

Epsilon Financial Group, Inc. Tech Stack

Epsilon Financial Group, Inc. uses 8 technology products and services including RSS, Elastic Email, Twemoji, and more. Explore Epsilon Financial Group, Inc.'s tech stack below.

  • RSS
    Content Management System
  • Elastic Email
    Email Marketing
  • Twemoji
    Font Scripts
  • Swiper
    Javascript Libraries
  • Video.js
    Javascript Libraries
  • Google Maps
    Maps
  • Cloudflare Bot Management
    Security
  • MonsterInsights
    Web Platform Extensions

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

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 August 2026, Epsilon Financial Group, Inc.'s annual revenue is estimated to be $10M - $25M.

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

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Epsilon Financial Group, Inc.'s SIC code is 4899 - Communications Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

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

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As of August 2026, Epsilon Financial Group, Inc. has approximately 11 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 RSSElastic EmailTwemojiSwiperVideo.jsGoogle MapsCloudflare Bot ManagementMonsterInsights.

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. logo

Epsilon Financial Group, Inc.

Financial ServicesCalifornia, United States11-50 Employees

Epsilon Financial Group, Inc. operates in the financial services sector, offering wealth management advisory services to individuals, trusts, and institutions. The firm helps clients organize, plan, and manage their wealth with a focus on objective guidance as independent, fee-only advisors, aligning recommendations with long-term financial goals and personal wealth management needs. Its approach combines evidence-based research with contemporary financial techniques, reflecting an emphasis on rigorous analysis and ongoing professional development. Based in Fairfield, California, the company serves a market seeking structured, academically informed wealth management strategies.

Section iconCompany Overview

SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
11-50

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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