Insights

Mid-market Focus Target mid-size employers underserved in enrollment processes, presenting an opportunity to position Financial Solutions as a cost effective, tech-enabled partner for brokers and HR teams.

Enrollment Enhancement Leverage interest in simplifying enrollment to propose integrations and streamlined workflows that reduce administrative burden and improve user experience for insureds and employers.

Tech Stack Leverage Emphasize Microsoft 365 and partner-friendly integrations to align with clients already invested in common productivity ecosystems, enabling easy adoption and cross-sell of features.

Revenue Growth Signals With current revenue in the mid six figures to low seven figures, pursue upsell opportunities with existing clients and scale via new broker partnerships to accelerate growth.

Competitive Positioning Differentiate on cost efficiency and technology-driven enrollment improvements to compete with larger advisory firms, and target brokers seeking practical, scalable solutions for mid-market clients.

Similar companies to Financial Solutions

Financial Solutions Tech Stack

Financial Solutions uses 4 technology products and services including Microsoft 365, GoDaddy Email, Google Fonts API, and more. Explore Financial Solutions's tech stack below.

  • GoDaddy Email
    Email Hosting
  • Google Fonts API
    Font Scripts
  • GoDaddy
    Web Hosting

Financial Solutions's Email Address Formats

Financial Solutions uses at least 2 email formats:
Financial Solutions Email FormatsExamplePercentage
FLast@myenrollmentsource.comJDoe@myenrollmentsource.com
88%
FirstMLast@myenrollmentsource.comJohnMDoe@myenrollmentsource.com
12%

Frequently Asked Questions

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

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Financial Solutions's official website is myenrollmentsource.com and has social profiles on LinkedIn.

How much revenue does Financial Solutions generate?

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As of August 2026, Financial Solutions's annual revenue is estimated to be $25M - $50M.

What is Financial Solutions's NAICS code?

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Financial Solutions's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Financial Solutions have currently?

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As of August 2026, Financial Solutions has approximately 11 employees across 3 continents, including North America, Asia and Africa. Key team members include Chief Executive Officer: J. R. C., Founder: R. S. and Self Employed: P. P. Explore Financial Solutions's employee directory with LeadIQ.

What industry does Financial Solutions belong to?

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Financial Solutions operates in the Insurance industry.

What technology does Financial Solutions use?

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Financial Solutions's tech stack includes Microsoft 365, GoDaddy Email, Google Fonts API and GoDaddy.

What is Financial Solutions's email format?

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Financial Solutions's email format typically follows the pattern of FLast@myenrollmentsource.com. Find more Financial Solutions email formats with LeadIQ.

When was Financial Solutions founded?

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Financial Solutions was founded in 2017.
Financial Solutions logo

Financial Solutions

InsuranceGeorgia, United States11-50 Employees

Financial Solutions is an insurance-focused company based in Macon, Georgia, serving mid-size employers and brokers by enhancing the enrollment process. Its approach centers on bringing technology to the enrollment experience, aiming to address ongoing concerns around insurance costs and understanding for insured individuals. The firm operates within the insurance industry and positions itself as a practical facilitator that can deliver more efficient enrollment outcomes for employers and their brokers. The organization is small to mid-sized and is located at 743 Walnut Street in the Georgia region, with a workforce described broadly rather than a specific headcount. A recent development involves advancing its enrollment capabilities for underserved mid-size employers, reflecting a concrete expansion in service delivery without referencing financial metrics.

Section iconCompany Overview

NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

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

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