Insights

Growth potential Established in 1983 with 11-50 employees and revenue between 25M-50M, Feliciano Financial Group presents an opportunity for scalable financial services partnerships and product packages tailored to mid-market clients in East Texas.

Holistic services The firm emphasizes comprehensive wealth management, tax efficiency, business succession, and legacy planning, suggesting upsell paths for integrated advisory platforms, tax-advantaged income solutions, and exit-planning services.

Tech and enablement Current tech stack includes Zendesk Chat, WordPress, SEO tools and marketing-focused platforms, indicating readiness for enhanced client experience solutions, CRM integration, and digital onboarding or robo-advisory enhancements.

Market positioning As a fast-growing East Texas financial services firm with a family-friendly, client-centered approach, there is potential to collaborate on regional financial education programs, targeted marketing, and strategic alliances with local SMBs and professionals.

Financial health Revenue in the mid-range for a regional player and a relatively small team implies opportunities for efficiency solutions, scale-focused technology, and advisory or back-office outsourcing to support growth without proportional headcount.

Feliciano Financial Group Tech Stack

Feliciano Financial Group uses 8 technology products and services including DoubleClick Floodlight, Microsoft 365, Emotion, and more. Explore Feliciano Financial Group's tech stack below.

  • DoubleClick Floodlight
    Advertising
  • Microsoft 365
    Email
  • Emotion
    Javascript Frameworks
  • Zendesk Chat
    Live Chat
  • Really Simple Discovery
    Miscellaneous
  • WordPress Block Editor
    Page Builders
  • All in One SEO
    Search Engines
  • MediaElement.js
    Video Players

Feliciano Financial Group's Email Address Formats

Feliciano Financial Group uses at least 1 format(s):
Feliciano Financial Group Email FormatsExamplePercentage
First@felicianofinancial.comJohn@felicianofinancial.com
81%
FirstL@felicianofinancial.comJohnD@felicianofinancial.com
13%
Last@felicianofinancial.comDoe@felicianofinancial.com
3%
FLast@felicianofinancial.comJDoe@felicianofinancial.com
3%

Frequently Asked Questions

What is Feliciano Financial Group's phone number?

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You can contact Feliciano Financial Group's main corporate office by phone at . 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 Feliciano Financial Group's official website and social media links?

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Feliciano Financial Group's official website is felicianofinancial.com and has social profiles on LinkedIn.

How much revenue does Feliciano Financial Group generate?

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As of August 2026, Feliciano Financial Group's annual revenue is estimated to be $25M - $50M.

What is Feliciano Financial Group's NAICS code?

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Feliciano Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Feliciano Financial Group have currently?

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As of August 2026, Feliciano Financial Group has approximately 20 employees across 3 continents, including North AmericaAsiaSouth America. Key team members include Relationship Manager: C. W.Manager: R. H.Principal: B. S.. Explore Feliciano Financial Group's employee directory with LeadIQ.

What industry does Feliciano Financial Group belong to?

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Feliciano Financial Group operates in the Financial Services industry.

What technology does Feliciano Financial Group use?

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Feliciano Financial Group's tech stack includes DoubleClick FloodlightMicrosoft 365EmotionZendesk ChatReally Simple DiscoveryWordPress Block EditorAll in One SEOMediaElement.js.

What is Feliciano Financial Group's email format?

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Feliciano Financial Group's email format typically follows the pattern of First@felicianofinancial.com. Find more Feliciano Financial Group email formats with LeadIQ.

When was Feliciano Financial Group founded?

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Feliciano Financial Group was founded in 1983.
Feliciano Financial Group logo

Feliciano Financial Group

Financial ServicesTexas, United States11-50 Employees

Feliciano Financial Group is a Texas-based financial services firm that has been serving individuals, families, businesses, and professionals since 1983. The company emphasizes a client-centered, holistic approach to wealth management, aiming to coordinate all aspects of a client’s financial life—from accumulation to intergenerational protection—rather than offering isolated products. By focusing on tailored portfolios aligned with each client’s time horizon and goals, the firm seeks to help clients move from reacting to market changes to building a deliberate legacy.
Located in Tyler, Texas, the firm positions itself within the financial services industry as a practitioner of integrated financial planning and wealth management. Its services are aimed at a broad local market, including business owners and professionals, with an emphasis on tax efficiency, wealth management, business succession, and legacy planning. The organization describes itself as continually upgrading its facilities and capabilities, underscoring its ongoing development as part of its operation.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Feliciano Financial Group's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Feliciano Financial Group's revenue is estimated to be in the range of $25M - $50M

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