Insights

Growing Revenue Base FinDec generates a substantial revenue between 25 million and 50 million dollars, indicating a solid financial foundation and potential for expanding service offerings such as customized wealth management solutions or advanced workplace benefit programs.

Expanding Leadership Recent hiring of key personnel including private wealth advisors, business development officers, and platform executives suggests ongoing growth initiatives and a need for scalable client management and engagement technologies.

Technological Stack Utilizing tools like Salesforce, Marketing Cloud, and Calendly signifies an emphasis on client relationship management and automation, presenting opportunities to introduce additional fintech integrations or advanced analytics services to enhance operational efficiency.

Strategic Partnerships The partnership with the European Women Payments Network highlights a focus on diversity and innovation, offering a gateway to explore targeted fintech collaborations or niche market expansion through specialized financial products.

Market Positioning As a mid-sized firm with a family-oriented philosophy and strong community values operating across multiple states, FinDec is well-positioned to attract clients seeking personalized, trustworthy financial advice, making it a prime candidate for customized marketing solutions and client acquisition strategies.

FinDec Tech Stack

FinDec uses 8 technology products and services including Calendly, Salesforce, Font Awesome, and more. Explore FinDec's tech stack below.

  • Calendly
    Appointment Scheduling
  • Salesforce
    Customer Relationship Management
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • Flywheel
    Platform As A Service
  • X-XSS-Protection
    Security
  • Jetpack
    Web Platform Extensions

Media & News

FinDec's Email Address Formats

FinDec uses at least 1 format(s):
FinDec Email FormatsExamplePercentage
FLast@findec.comJDoe@findec.com
100%

Frequently Asked Questions

Where is FinDec's headquarters located?

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FinDec's main headquarters is located at 1776 West March Lane 190 Stockton, California United States. The company has employees across 2 continents, including North AmericaOceania.

What is FinDec's official website and social media links?

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FinDec's official website is findec.com and has social profiles on LinkedIn.

What is FinDec's NAICS code?

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FinDec's NAICS code is 52 - Finance and Insurance.

How many employees does FinDec have currently?

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As of April 2026, FinDec has approximately 19 employees across 2 continents, including North AmericaOceania. Key team members include Retirement Plan Administrator: S. D. A.Financial Advisor: E. H.. Explore FinDec's employee directory with LeadIQ.

What industry does FinDec belong to?

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FinDec operates in the Financial Services industry.

What technology does FinDec use?

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FinDec's tech stack includes CalendlySalesforceFont AwesomejQuerySalesforce Marketing Cloud Account EngagementFlywheelX-XSS-ProtectionJetpack.

What is FinDec's email format?

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FinDec's email format typically follows the pattern of FLast@findec.com. Find more FinDec email formats with LeadIQ.

When was FinDec founded?

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FinDec was founded in 1987.

FinDec

Financial ServicesCalifornia, United States11-50 Employees

FinDec℠ provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. FinDec℠ was founded as a family-owned and operated “mom and pop” shop that has grown into a corporation serving clients nationwide out of our multiple locations.

Since inception, we have focused on putting clients first. We have brought on team members over the years who have shared in the vision of helping people build wealth over time. We’ve come a long way since we first opened our doors more than 30 years ago — what has always been at the core of what we do is an effort to earn the ongoing trust of our clients. As we embrace new techniques, technologies and thinking, we always keep our eye on what’s most important: Our clients and the trust they have in us.
Our business philosophy is guided by six core values embodied in the acronym "Findec". 

Family values
Integrity
New Ideas
Determination
Education
Community

Disclosures: https://findec.com/standard-disclosures/

Section iconCompany Overview

Headquarters
1776 West March Lane 190 Stockton, California United States
Website
findec.com
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    FinDec's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    FinDec's revenue is estimated to be in the range of $25M$50M

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