Insights

Strategic alliance Recent partnership with Catchlight.ai suggests opportunities to pitch joint data-driven seminar marketing solutions and enhanced measurement for advisor campaigns.

Growth potential Mid-size revenue range and 11-50 employees indicate room to upsell scale-focused services, such as broader digital marketing, list enhancement, and multi-channel seminar programs for growing advisory firms.

Data leverage Access to enhancedReservation data from Catchlight insights can be monetized to provide higher-conversion seminar funnels, targeting optimization, and post-seminar follow-up strategies.

Industry fit Specialization in financial and insurance professionals positions the company to cross-sell to similar advisory firms seeking compliance-friendly, measurable seminar marketing and lead generation.

Tech stack Existing use of Facebook/Google Ads and analytics tools combined with Squarespace/WordPress indicates opportunities to offer integrated digital marketing packages with analytics dashboards and performance reporting.

Similar companies to Financial Seminar Services

Financial Seminar Services Tech Stack

Financial Seminar Services uses 8 technology products and services including Facebook Ads, Google Ads, Facebook Pixel, and more. Explore Financial Seminar Services's tech stack below.

Financial Seminar Services's Email Address Formats

Financial Seminar Services uses at least 3 email formats:
Financial Seminar Services Email FormatsExamplePercentage
First@financialseminarservices.comJohn@financialseminarservices.com
78%
FLast@financialseminarservices.comJDoe@financialseminarservices.com
11%
First.Last@financialseminarservices.comJohn.Doe@financialseminarservices.com
11%

Frequently Asked Questions

What is Financial Seminar Services's official website and social media links?

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Financial Seminar Services's official website is financialseminarservices.com and has social profiles on LinkedIn.

How much revenue does Financial Seminar Services generate?

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As of September 2026, Financial Seminar Services's annual revenue is estimated to be $10M - $25M.

What is Financial Seminar Services's SIC code and NAICS code?

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Financial Seminar Services's SIC code is 2789 - Bookbinding and Related Work and NAICS code is 52 - Finance and Insurance.

How many employees does Financial Seminar Services have currently?

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As of September 2026, Financial Seminar Services has approximately 16 employees across 1 continents, including North America. Key team members include Vice President Of Business Development: R. M., Vp Of Sales & Marketing: L. P. and Vice President Business Development: J. R. Explore Financial Seminar Services's employee directory with LeadIQ.

What industry does Financial Seminar Services belong to?

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Financial Seminar Services operates in the Financial Services industry.

What technology does Financial Seminar Services use?

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Financial Seminar Services's tech stack includes Facebook Ads, Google Ads, Facebook Pixel, gstatic.com, Squarespace, WordPress, Squarespace Commerce and PHP.

What is Financial Seminar Services's email format?

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Financial Seminar Services's email format typically follows the pattern of First@financialseminarservices.com. Find more Financial Seminar Services email formats with LeadIQ.
Financial Seminar Services logo

Financial Seminar Services

Financial ServicesTexas, United States11-50 Employees

Financial Seminar Services is a financial services company based in Houston, Texas, at 15710 John f. Kennedy Boulevard Suite 145, with 11 to 50 employees. The company provides seminar marketing services for financial and insurance professionals, including seminar mailings, targeted lists, and digital marketing, and covers the full seminar process from planning to execution. Its technology stack includes Facebook Pixel, WordPress, Google Analytics, and other related tools for online marketing and website functionality. In April 2026, Financial Seminar Services announced a strategic partnership with Catchlight Insights LLC to enhance data on seminar reservations generated through its digital marketing and direct mail campaigns. Reported revenue is in the range of $10 million to $25 million.

Section iconCompany Overview

SIC Code
2789 - Bookbinding and Related Work
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Financial Seminar Services's revenue is estimated to be in the range of $10M - $25M

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