Insights

Growth Opportunity Fast-growing East Texas financial services firm with mid-size employee base and annual revenue in the tens of millions suggests scale-up potential for technology, marketing, and client experience solutions.

Holistic Offerings Focus on integrated wealth management, tax efficiency, business succession, and legacy planning indicates cross-sell opportunities across advisory, tax tech, and espoused planning services.

Tech Stack Active use of digital marketing and CRM platforms (Google Ads, DoubleClick, Simpli.fi, Zendesk Chat, WP Engine) presents opportunities to upsell marketing automation, analytics, and client-engagement tools.

Client Base Serving individuals, families, businesses, and professionals across Texas positions need for scalable client onboarding, compliance-ready solutions, and high-touch digital client portals.

Market Positioning Notable growth amid larger firms implies potential value in competitive differentiation through enhanced advisory technology, fintech integrations, and outsourced operations to improve efficiency.

Similar companies to Feliciano Financial Group

Feliciano Financial Group Tech Stack

Feliciano Financial Group uses 8 technology products and services including DoubleClick Floodlight, Google Ads, WordPress, and more. Explore Feliciano Financial Group's tech stack below.

Feliciano Financial Group's Email Address Formats

Feliciano Financial Group uses at least 4 email formats:
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 September 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 September 2026, Feliciano Financial Group has approximately 20 employees across 3 continents, including North America, Asia and South America. Key team members include Relationship Manager: C. W., Manager: R. H. and 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 Floodlight, Google Ads, WordPress, Simpli.fi, Google Workspace, Microsoft 365, Zendesk Chat and WP Engine.

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

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