Insights

SMB Financial Niche Small to mid-sized financial services firm with 11-50 employees and revenue under $1M, presenting an opportunity for affordable, scalable solutions tailored to growing advisory practices and back-office automation.

Cincinnati Market Geographic focus in Cincinnati, Ohio area suggests local regulatory compliance needs, client onboarding enhancements, and regional marketing services to boost local client acquisition.

Tech Stack Gaps Current tech stack includes Afternic and Adobe ColdFusion, indicating potential needs for modern CRM, portfolio management, data analytics, cybersecurity, cloud hosting, and integration services to compete with larger firms.

Competitive Benchmark Size and revenue positioning place the company among smaller peers yet within a landscape of major incumbents; opportunities exist to offer cost-effective technology upgrades, onboarding support, and outsourced compliance.

Growth Readiness Annual revenue under $1M and partners likely seeking scalable infrastructure, marketing automation, and client experience enhancements to enable rapid growth and expansion into new client segments.

Similar companies to Financial Affairs Management

BrightPlan
65$50M - $100M
Charles Schwab
35K$10B+
Fidelity Investments
85K$10B+
Edelman Financial Engines
1.6K$1B - $10B
Vanguard
28K$10B+
Fisher Investments
5.8K$1B - $10B
Personal Capital
1.8K$1B - $10B
Merrill Lynch
35K$10B+
Morgan Stanley
102K$10B+

Financial Affairs Management Tech Stack

Financial Affairs Management uses 2 technology products and services including Afternic, Adobe ColdFusion, and more. Explore Financial Affairs Management's tech stack below.

Afternic
E-commerce
Adobe ColdFusion
Web Frameworks

Financial Affairs Management's Email Address Formats

Financial Affairs Management uses at least 0 email formats:

Financial Affairs Management Email Formats	Example	Percentage

Frequently Asked Questions

What is Financial Affairs Management's phone number?

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

+1-513-651-****

. 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 Financial Affairs Management's official website and social media links?

Financial Affairs Management's official website is financialaffairsmanagement.com and has social profiles on LinkedIn.

How much revenue does Financial Affairs Management generate?

As of September 2026, Financial Affairs Management's annual revenue is estimated to be <$1M.

What is Financial Affairs Management's NAICS code?

Financial Affairs Management's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Affairs Management have currently?

As of September 2026, Financial Affairs Management has approximately 11 employees across 1 continents, including North America. Key team members include Owner, Financial Affairs Management: M. M. Explore Financial Affairs Management's employee directory with LeadIQ.

What industry does Financial Affairs Management belong to?

Financial Affairs Management operates in the Financial Services industry.

What technology does Financial Affairs Management use?

Financial Affairs Management's tech stack includes Afternic and Adobe ColdFusion.

Financial Affairs Management

Q: How many employees does Financial Affairs Management have currently?

Financial Affairs Management has approximately 11 employees.

Q: What industry does Financial Affairs Management belong to?

Financial Affairs Management operates in the Financial Services industry.

Q: What technology does Financial Affairs Management use?

Financial Affairs Management's tech stack includes Afternic, Adobe ColdFusion.

Q: What is Financial Affairs Management's NAICS code?

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

Financial ServicesOhio, United States11-50 Employees

Financial Affairs Management is a small to mid-sized financial services firm headquartered in Cincinnati, Ohio. The firm operates from 621 East Mehring Way in Cincinnati.
Its core activity is providing financial services within the industry. The available information does not include a founding date or detailed descriptions of its services.