What is Financial Partners Group's NAICS code?

Financial Partners Group's NAICS code is 52 (Finance and Insurance).

Insights

Growth potential Small to mid-sized financial services firm with 11-50 employees and annual revenue in the 25-50 million range presents opportunities for scalable tech, CRM optimization, and advisor enablement solutions to support client experience improvements.

CFO leadership Recent appointment of a Chief Financial Officer signals a potential openness to financial planning, budgeting optimization, and risk/compliance services, presenting a doorway for financial analytics, profitability initiatives, and cost-effective software implementations.

ETF exposure Active stake in SPDR S&P MidCap 400 ETF Trust suggests engagement with investment products and data-driven research needs, creating openings for portfolio analytics, market data integrations, and advisory tech that enhances fund performance communication.

Digital enablement Tech stack indicates reliance on modern web and communication tools; opportunities exist to deepen cybersecurity hygiene, cloud collaboration, marketing tech, and performance analytics to boost advisor and client experiences.

Competitive positioning Operate in a competitive space with large incumbents and peers; target opportunities include scalable client experience platforms, streamlined onboarding, and efficiency tools that help differentiate services from larger peers.

Similar companies to Financial Partners Group

Financial Partners Group Tech Stack

Financial Partners Group uses 8 technology products and services including Facebook Pixel, oEmbed, Font Awesome, and more. Explore Financial Partners Group's tech stack below.

Facebook Pixel
Analytics
oEmbed
Dev Tools
Font Awesome
Font Scripts
Office 365
Office Suites
HSTS
Security
Bootstrap
UI Frameworks
Nginx
Web Servers
AddThis
Widgets

Media & News

Financial Partners Group's Email Address Formats

Financial Partners Group uses at least 1 format(s):

Financial Partners Group Email Formats	Example	Percentage
FLast@financialpg.com	JDoe@financialpg.com	46%
First@financialpg.com	John@financialpg.com	42%
FirstLast@financialpg.com	JohnDoe@financialpg.com	6%
Last@financialpg.com	Doe@financialpg.com	6%

Frequently Asked Questions

What is Financial Partners Group's phone number?

You can contact Financial Partners Group's main corporate office by phone at

+1-317-616-****

. 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 Partners Group's official website and social media links?

Financial Partners Group's official website is financialpg.com and has social profiles on LinkedIn.

How much revenue does Financial Partners Group generate?

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

What is Financial Partners Group's SIC code NAICS code?

Financial Partners Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Financial Partners Group have currently?

As of July 2026, Financial Partners Group has approximately 18 employees across 1 continents, including North America. Key team members include Registered Sales Assistant: B. H.. Explore Financial Partners Group's employee directory with LeadIQ.

What industry does Financial Partners Group belong to?

Financial Partners Group operates in the Financial Services industry.

What technology does Financial Partners Group use?

Financial Partners Group's tech stack includes Facebook PixeloEmbedFont AwesomeOffice 365HSTSBootstrapNginxAddThis.

What is Financial Partners Group's email format?

Financial Partners Group's email format typically follows the pattern of FLast@financialpg.com. Find more Financial Partners Group email formats with LeadIQ.

When was Financial Partners Group founded?

Financial Partners Group was founded in 2005.

Financial Partners Group

Q: How many employees does Financial Partners Group have currently?

Financial Partners Group has approximately 18 employees.

Q: What technology does Financial Partners Group use?

Financial Partners Group's tech stack includes Open Graph, Cloudflare Bot Management, MySQL, Vimeo, Office 365.

Financial ServicesIndiana, United States11-50 Employees

Financial Partners Group operates in the financial services industry with a focus on supporting financial advisors to improve the client experience. Located in Carmel, Indiana, the firm emphasizes its commitment to helping advisors enhance interactions with their clients. The organization employs a small to mid-sized team, reflecting its service model and scope within the advisor community.

In 2023 the company appointed Dan Weinstein as chief financial officer, marking a leadership update. In 2025 the company participated in an industry event related to the SPDR S&P MidCap 400 ETF Trust, indicating ongoing engagement with the broader asset-management ecosystem.