Insights

Boutique focus Financo is a highly specialized boutique investment bank focused exclusively on the Retail & Consumer sectors with deep industry tenure among its bankers. This suggests opportunities to cross-sell specialized services to mid-market retailers and consumer brands seeking targeted advisory, M&A, or private equity exits.

Recent ownership Financo was acquired by Raymond James in December 2020, indicating potential integration incentives and ongoing access to Raymond James’ larger distribution, wealth management relationships, and capital markets capabilities for client referrals or co-advised deals.

Executive network Leadership includes seasoned operators and industry veterans with global experience in Europe, the Middle East, and Africa, offering a strong conduit for cross-border transactions, strategic partnerships, and expansion opportunities for retailers seeking international growth.

Revenue band With annual revenue in the 10 to 25 million USD range and a lean employee base, Financo presents an attractive target for growth-minded firms seeking additive advisory capacity, potential partnerships, or targeted sell-side/buy-side engagements in the consumer sector.

Future opportunities The firm’s ongoing hires and leadership changes (including additions in 2017–2018) signal a capability to scale advisory services and private equity involvement, creating sales opportunities around capital raises, strategic advisory, and private equity-backed transactions for mid-market consumer clients.

Similar companies to Financo Inc

Financo Inc Tech Stack

Financo Inc uses 8 technology products and services including WordPress, Google Fonts API, yepnope.js, and more. Explore Financo Inc's tech stack below.

  • Content Management System
  • Google Fonts API
    Font Scripts
  • yepnope.js
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Google Maps
    Maps
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • Ruby on Rails
    Web Frameworks

Financo Inc's Email Address Formats

Financo Inc uses at least 4 email formats:
Financo Inc Email FormatsExamplePercentage
FLast@financo.comJDoe@financo.com
92%
Last@financo.comDoe@financo.com
4%
FirstLast@financo.comJohnDoe@financo.com
2%
First@financo.comJohn@financo.com
2%

Frequently Asked Questions

What is Financo Inc's phone number?

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You can contact Financo 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 Financo Inc's official website and social media links?

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Financo Inc's official website is financo.com and has social profiles on LinkedIn.

How much revenue does Financo Inc generate?

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As of July 2026, Financo Inc's annual revenue is estimated to be $10M - $25M.

What is Financo Inc's NAICS code?

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Financo Inc's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Financo Inc have currently?

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As of July 2026, Financo Inc has approximately 11 employees across 2 continents, including North America and Europe. Key team members include Facilities Manager: J. V. and : M. K. Explore Financo Inc's employee directory with LeadIQ.

What industry does Financo Inc belong to?

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Financo Inc operates in the Investment Banking industry.

What technology does Financo Inc use?

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Financo Inc's tech stack includes WordPress, Google Fonts API, yepnope.js, Modernizr, Google Maps, reCAPTCHA, Google Tag Manager and Ruby on Rails.

What is Financo Inc's email format?

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Financo Inc's email format typically follows the pattern of FLast@financo.com. Find more Financo Inc email formats with LeadIQ.
Financo Inc logo

Financo Inc

Investment BankingNew York, United States11-50 Employees

Financo Inc is a boutique investment bank that concentrates exclusively on the retail and consumer sectors. Based in New York, with a history dating to 1971, the firm provides advisory services for corporate transactions in that space. Its bankers bring operating experience alongside traditional advisory expertise, with many having held senior roles in retail and consumer companies. The firm emphasizes independence and a client-focused approach, offering agile, tailored engagements. Leadership includes John Berg and Colin Welch, who contribute a global perspective and broader geographic experience to the practice.

Section iconCompany Overview

Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Financo Inc's revenue is estimated to be in the range of $10M - $25M

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