What is Falcon Financial's NAICS code?

Falcon Financial's NAICS code is 52 (Finance and Insurance).

Insights

Mid-market focus Falcon Financial operates with 11-50 employees in the financial services space, indicating a mid-market client profile that could benefit from scalable, personalized investment management and retirement planning solutions.

Local footprint Based in Salisbury, NC, Falcon Financial may value regional partnerships, community engagement, and localized advisory resources; opportunities exist for regional events, compliance support, and local marketing collaborations.

Wealth tech potential Current tech stack includes WordPress and basic web tools, suggesting openness to modernizing client portals, CRM integration, and digital onboarding to improve client experience and efficiency.

Growth opportunity Revenue range of 10M-25M alongside a leaner staff size signals potential for scalable wealth management solutions, practice management, and back-office automation to boost margins.

Competitive landscape Operating alongside large incumbents with substantial assets under management, Falcon Financial could benefit from focused niche services, enhanced retirement planning, and strategic partnerships to differentiate offerings.

Falcon Financial Tech Stack

Falcon Financial uses 8 technology products and services including WordPress, Google Workspace, jQuery Migrate, and more. Explore Falcon Financial's tech stack below.

WordPress

Content Management System

Google Workspace

jQuery Migrate

Javascript Libraries

imagesLoaded

Javascript Libraries

Really Simple Discovery

Miscellaneous

PHP

Programming Languages

HTTP/3

Web & Portal Technology

GoDaddy

Web Hosting

Falcon Financial Email Formats	Example	Percentage
First@falconinvesting.com	John@falconinvesting.com	100%

Falcon Financial Email Formats

Example

Percentage

First@falconinvesting.com

John@falconinvesting.com

100%

Frequently Asked Questions

What is Falcon Financial's phone number?

You can contact Falcon Financial's main corporate office by phone at

+1-704-603-****

. 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 Falcon Financial's official website and social media links?

Falcon Financial's official website is falconfinancialnc.com and has social profiles on LinkedIn.

How much revenue does Falcon Financial generate?

As of July 2026, Falcon Financial's annual revenue is estimated to be $10M - $25M.

What is Falcon Financial's SIC code NAICS code?

Falcon Financial's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Falcon Financial have currently?

As of July 2026, Falcon Financial has approximately 11 employees across 1 continents, including North America. Key team members include Managing Director: J. L. F.. Explore Falcon Financial's employee directory with LeadIQ.

What industry does Falcon Financial belong to?

Falcon Financial operates in the Financial Services industry.

What technology does Falcon Financial use?

Falcon Financial's tech stack includes WordPressGoogle WorkspacejQuery MigrateimagesLoadedReally Simple DiscoveryPHPHTTP/3GoDaddy.

What is Falcon Financial's email format?

Falcon Financial's email format typically follows the pattern of First@falconinvesting.com. Find more Falcon Financial email formats with LeadIQ.

When was Falcon Financial founded?

Falcon Financial was founded in 2012.

Falcon Financial

Q: How many employees does Falcon Financial have currently?

Falcon Financial has approximately 11 employees.

Q: What technology does Falcon Financial use?

Falcon Financial's tech stack includes Google Maps, X-XSS-Protection, Cloudflare Bot Management, jQuery, HTTP/3.

Financial ServicesNorth Carolina, United States11-50 Employees

Falcon Financial is a financial services firm based in Salisbury, North Carolina. It offers a range of personal financial services, including investment management, retirement services, life insurance, Medicare plans, and financial planning. These offerings are designed to help individuals manage assets, prepare for retirement, and secure financial protection.

As a small to mid-sized firm within the financial services industry, Falcon Financial serves residents in the Salisbury region seeking integrated guidance across investments, retirement planning, insurance, and Medicare needs. The company operates with a local focus and a broad advisory scope to address a range of individual financial goals. It functions as a regional provider delivering coordinated planning and risk-management services in a compact footprint.

Insights

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