Insights

Strategic Growth Engagement with financial advisors and focus on improving client experience suggests opportunities to offer customer experience platforms, advisor productivity tools, and practice management solutions that enhance client interactions and retention.

Tech Enablement Adoption of cloud and analytics tech (AWS, Google Cloud, Piwik, Hotjar, iCIMS) indicates openness to data-driven solutions, CRM enhancements, digital onboarding, and marketing analytics to optimize advisor performance and lead conversion.

New leadership Appointment of a new Chief Financial Officer signals potential budget considerations, governance changes, and appetite for financial planning, risk management, and scalable back-office systems to support growth.

Growth signals Active stake in diverse ETFs and participation in market events show engagement with investment products and potential cross-sell opportunities for asset management services, research offerings, or retirement planning solutions.

SME positioning Smaller firm footprint with mid-market revenue range presents a market for scalable, modular technology, compliance, and recruiting solutions tailored to financial advisory firms seeking efficiency and scalable growth.

Similar companies to Financial Partners Group

Financial Partners Group Tech Stack

Financial Partners Group uses 8 technology products and services including Hotjar, iCIMS, Amazon Web Services, and more. Explore Financial Partners Group's tech stack below.

Financial Partners Group's Email Address Formats

Financial Partners Group uses at least 4 email formats:
Financial Partners Group Email FormatsExamplePercentage
FLast@financialpg.comJDoe@financialpg.com
46%
First@financialpg.comJohn@financialpg.com
42%
FirstLast@financialpg.comJohnDoe@financialpg.com
6%
Last@financialpg.comDoe@financialpg.com
6%

Frequently Asked Questions

What is Financial Partners Group's phone number?

Minus sign iconPlus sign icon
You can contact Financial Partners 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 Financial Partners Group's official website and social media links?

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

How much revenue does Financial Partners Group generate?

Minus sign iconPlus sign icon
As of October 2026, Financial Partners Group's annual revenue is estimated to be $25M - $50M.

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

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

How many employees does Financial Partners Group have currently?

Minus sign iconPlus sign icon
As of October 2026, Financial Partners Group has approximately 17 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?

Minus sign iconPlus sign icon
Financial Partners Group operates in the Financial Services industry.

What technology does Financial Partners Group use?

Minus sign iconPlus sign icon
Financial Partners Group's tech stack includes Hotjar, iCIMS, Amazon Web Services, WordPress, Google Cloud, Piwik, Vimeo and Piwik PRO Core.

What is Financial Partners Group's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Financial Partners Group was founded in 2005.
Financial Partners Group logo

Financial Partners Group

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.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Financial Partners Group's revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.