Insights

Growth Opportunity Mid-market financial services firm with a $25M-$50M revenue range and 11-50 employees presents an upsell path for expanded advisory services, technology integration, and scalable financial planning platforms as they scale.

Tech Enablement Active tech stack including AWS, Google Cloud, OpenAI, WordPress, Shopify, and Vimeo indicates readiness for digital transformation, data analytics, and AI-assisted advisory tools to enhance client experience and efficiency.

Sustainability & Events Engagement in community events and charitable initiatives suggests an alignment with purpose-driven branding; potential for ESG communications services, philanthropy-related product offerings, and client engagement programs.

Talent & Retention Notable personnel shifts such as a long-tenured Client Relations Coordinator retirement highlight opportunities for services around knowledge transfer, onboarding improvements, and client experience optimization to maintain service continuity.

Strategic Partnerships Participation in industry events like Q5 Experience and partnerships related to financial education signal receptiveness to strategic alliances, co-marketing, and joint seminars that can expand client acquisition channels.

Similar companies to Financial Architects, Inc.

Financial Architects, Inc. Tech Stack

Financial Architects, Inc. uses 8 technology products and services including Amazon Web Services, WordPress, Shopify, and more. Explore Financial Architects, Inc.'s tech stack below.

Media & News

Financial Architects, Inc.'s Email Address Formats

Financial Architects, Inc. uses at least 2 email formats:
Financial Architects, Inc. Email FormatsExamplePercentage
First@financialarch.comJohn@financialarch.com
68%
FLast@financialarch.comJDoe@financialarch.com
32%

Frequently Asked Questions

What is Financial Architects, Inc.'s phone number?

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You can contact Financial Architects, Inc.'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 Financial Architects, Inc.'s official website and social media links?

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Financial Architects, Inc.'s official website is financialarch.com and has social profiles on LinkedIn.

How much revenue does Financial Architects, Inc. generate?

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As of September 2026, Financial Architects, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Financial Architects, Inc.'s SIC code and NAICS code?

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Financial Architects, Inc.'s SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Financial Architects, Inc. have currently?

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As of September 2026, Financial Architects, Inc. has approximately 24 employees across 1 continents, including North America. Key team members include President: N. S. and Financial Representative: S. U. Explore Financial Architects, Inc.'s employee directory with LeadIQ.

What industry does Financial Architects, Inc. belong to?

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Financial Architects, Inc. operates in the Financial Services industry.

What technology does Financial Architects, Inc. use?

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Financial Architects, Inc.'s tech stack includes Amazon Web Services, WordPress, Shopify, OpenAI, Google Cloud, Swiper, Vimeo and Adobe Fonts.

What is Financial Architects, Inc.'s email format?

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Financial Architects, Inc.'s email format typically follows the pattern of First@financialarch.com. Find more Financial Architects, Inc. email formats with LeadIQ.

When was Financial Architects, Inc. founded?

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Financial Architects, Inc. was founded in 1985.
Financial Architects, Inc. logo

Financial Architects, Inc.

Financial ServicesMichigan, United States11-50 Employees

Financial Architects, Inc. operates in the financial services sector, offering a framework designed to help clients make efficient and effective financial decisions. Through interactive discussions guided by a Financial Architect, clients assess their financial condition across protection, savings assets, and growth assets, with the aim of maximizing results while minimizing risk. The firm positions its services as an experiential process—the Financial Architecture Experience—that introduces economic concepts to lay groundwork for ongoing planning and decision making. Investment advisory services are provided through FAI Advisors, Inc., a Registered Investment Advisor, indicating a formal advisory relationship for clients seeking professional stewardship of their investments. The company is based in the United States and has public-facing activity and events, including partnerships and sponsorships that underscore engagement with community and educational initiatives. Recent developments include participation in events such as Q5 Experience and the Passion for Life fundraising walk/run, reflecting active involvement in industry and community-oriented activities. The organization appears to operate within a mid-sized, professional services context, with a focus on structured financial planning and risk-aware asset management partnerships.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1985
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

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

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