Insights

Acquisition Opportunity Recent acquisition by Stifel Financial Corp. signals potential integration needs, migration support, and partner alignment opportunities for banking and brokerage services, as well as potential cross-sell to Stifel’s client base.

Regulatory Readiness Registered with SEC, FINRA, SIPC and active in all 50 states, Finance 500 demonstrates strong compliance posture, presenting a chance to offer regulatory tech, auditing services, and risk-management solutions to firms seeking robust brokerage infrastructure.

Banking Custody Fit Specializes in cost-effective deposits and FDIC insured CDs for stable investment portfolios, creating upsell avenues for custodian services, deposit growth products, and insured product expansions for banking institutions.

Tech Modernization Current tech stack includes web and analytics tools (Shopify, Google Analytics, PHP, IIS) plus RSS and jQuery; potential for modernization services, data analytics enhancements, and secure transaction infrastructure upgrades.

Leadership Momentum Leadership changes with a new Chairman/CEO appointed in 2022 and a recent CFO support desk launch in 2023 suggest openness to strategic partnerships, advisory services, and targeted financial/operational consulting offers.

Finance 500, Inc. Tech Stack

Finance 500, Inc. uses 8 technology products and services including RSS, Shopify, Twemoji, and more. Explore Finance 500, Inc.'s tech stack below.

  • RSS
    Content Management System
  • Shopify
    E-commerce
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • Microsoft IIS
    Web Servers

Finance 500, Inc.'s Email Address Formats

Finance 500, Inc. uses at least 1 format(s):
Finance 500, Inc. Email FormatsExamplePercentage
FLast@finance500.comJDoe@finance500.com
76%
LastF@finance500.comDoeJ@finance500.com
20%
First.Last@finance500.comJohn.Doe@finance500.com
2%
FirstLast@finance500.comJohnDoe@finance500.com
2%

Frequently Asked Questions

What is Finance 500, Inc.'s official website and social media links?

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Finance 500, Inc.'s official website is finance500.com and has social profiles on LinkedIn.

How much revenue does Finance 500, Inc. generate?

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As of August 2026, Finance 500, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Finance 500, Inc.'s SIC code NAICS code?

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Finance 500, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Finance 500, Inc. have currently?

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As of August 2026, Finance 500, Inc. has approximately 24 employees across 1 continents, including North America. Key team members include President: H. O.President: R. R.Interim President: M. P.. Explore Finance 500, Inc.'s employee directory with LeadIQ.

What industry does Finance 500, Inc. belong to?

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Finance 500, Inc. operates in the Financial Services industry.

What technology does Finance 500, Inc. use?

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Finance 500, Inc.'s tech stack includes RSSShopifyTwemojijQueryUnderscore.jsPHPGoogle AnalyticsMicrosoft IIS.

What is Finance 500, Inc.'s email format?

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Finance 500, Inc.'s email format typically follows the pattern of FLast@finance500.com. Find more Finance 500, Inc. email formats with LeadIQ.

When was Finance 500, Inc. founded?

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Finance 500, Inc. was founded in 1982.
Finance 500, Inc. logo

Finance 500, Inc.

Financial ServicesCalifornia, United States11-50 Employees

Finance 500, Inc. is a registered broker-dealer operating in the financial services industry, with its headquarters in Irvine, California. Founded in 1982, the company provides brokerage and investment services that support banking institutions with cost-effective deposits and offer investors FDIC-insured certificates of deposit to help build stable portfolios. The firm holds registrations with the SEC, is a member of FINRA and SIPC, and has authorization to conduct transactions across all 50 states, indicating a nationwide scope in its operations. Based in the Irvine area, Finance 500 positions itself as a full-service intermediary that facilitates funding needs for high-performance banks and serves individual investors seeking insured, stable investment options. A notable development in its recent history includes the launch of a CFO Support Desk and a leadership appointment in 2022, signaling ongoing organizational and service enhancements.

Section iconCompany Overview

SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1982
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Finance 500, Inc.'s revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Finance 500, Inc.'s revenue is estimated to be in the range of $25M - $50M

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