Insights

Market Niche Focus Estate Planning Institute Group specializes in retirement and financial planning services within the US, presenting opportunities to offer tailored financial technology solutions, compliance tools, or advanced analytics to enhance client service delivery.

Growth Potential With revenues estimated between 1 million and 10 million dollars and a lean team of 2-10 employees, the company may be seeking scalable solutions that can support expansion without significant overhead increases.

Digital Engagement Utilizing a modern tech stack including analytics tools like Google Analytics and Tag Manager suggests openness to digital marketing, customer engagement platforms, or website optimization services to attract more clients.

Competitive Landscape Operating alongside larger firms like LexisNexis and NAELA indicates potential for specialized legal and estate planning technology, compliance solutions, or niche marketing services to help differentiate from competitors.

Professional Standards The company's emphasis on integrity and professional standards highlights opportunities for high-quality, compliant solutions in data security, legal tech, or professional development platforms tailored to the financial services industry.

Similar companies to Estate Planning Institute Group, LLC

Estate Planning Institute Group, LLC Tech Stack

Estate Planning Institute Group, LLC uses 8 technology products and services including Duda, Google Fonts API, Modernizr, and more. Explore Estate Planning Institute Group, LLC's tech stack below.

Duda
Content Management System
Google Fonts API
Font Scripts
Modernizr
Javascript Libraries
jQuery
Javascript Libraries
PHP
Programming Languages
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Nginx
Web Servers

Media & News

Estate Planning Institute Group, LLC's Email Address Formats

Estate Planning Institute Group, LLC uses at least 1 format(s):

Estate Planning Institute Group, LLC Email Formats	Example	Percentage
FLast@epigroupllc.com	JDoe@epigroupllc.com	33%
First.Last@epigroupllc.com	John.Doe@epigroupllc.com	17%
FLast@epigroupllc.com	JDoe@epigroupllc.com	33%
First.Last@epigroupllc.com	John.Doe@epigroupllc.com	17%

Frequently Asked Questions

Where is Estate Planning Institute Group, LLC's headquarters located?

Estate Planning Institute Group, LLC's main headquarters is located at United States. The company has employees across 1 continents, including North America.

What is Estate Planning Institute Group, LLC's phone number?

You can contact Estate Planning Institute Group, LLC's main corporate office by phone at

+1-248-281-****

. 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 Estate Planning Institute Group, LLC's official website and social media links?

Estate Planning Institute Group, LLC's official website is epigroupllc.com and has social profiles on LinkedIn.

How much revenue does Estate Planning Institute Group, LLC generate?

As of December 2025, Estate Planning Institute Group, LLC's annual revenue is estimated to be $55M.

What is Estate Planning Institute Group, LLC's NAICS code?

Estate Planning Institute Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Estate Planning Institute Group, LLC have currently?

As of December 2025, Estate Planning Institute Group, LLC has approximately 8 employees across 1 continents, including North America. Key team members include Business Owner: R. C.Vice President: R. M.Director Of Operations: R. V.. Explore Estate Planning Institute Group, LLC's employee directory with LeadIQ.

What industry does Estate Planning Institute Group, LLC belong to?

Estate Planning Institute Group, LLC operates in the Financial Services industry.

What technology does Estate Planning Institute Group, LLC use?

Estate Planning Institute Group, LLC's tech stack includes DudaGoogle Fonts APIModernizrjQueryPHPGoogle Tag ManagerGoogle AnalyticsNginx.

What is Estate Planning Institute Group, LLC's email format?

Estate Planning Institute Group, LLC's email format typically follows the pattern of FLast@epigroupllc.com. Find more Estate Planning Institute Group, LLC email formats with LeadIQ.

When was Estate Planning Institute Group, LLC founded?

Estate Planning Institute Group, LLC was founded in 1999.

Estate Planning Institute Group, LLC

Q: What is Estate Planning Institute Group, LLC's NAICS code?

Estate Planning Institute Group, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesUnited States2-10 Employees

Financial and Retirement Income Planning

I am committed to maintaining the highest standards of integrity and professionalism in my relationship with you, my client. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.