Insights

Client Trust Focus FinDec’s emphasis on building long-term trust with clients through personalized financial planning and reliable service presents opportunities to offer advanced customer engagement and retention solutions tailored to enhance client experience.

Growth and Expansion With recent hires of key personnel in senior and specialized roles, FinDec is actively expanding its capabilities, indicating a potential market for innovative wealth management technology platforms and professional development services.

Technology Stack FinDec utilizes modern CRM and marketing tools like Salesforce and Salesforce Marketing Cloud, signaling an openness to integrating new digital solutions such as client analytics, marketing automation, or cybersecurity services to optimize operational efficiency.

Industry Partnerships The company's partnership with the European Women Payments Network demonstrates potential for collaborations in fintech innovations, digital payment solutions, or financial literacy programs targeting diverse markets and expanding its competitive edge.

Service Diversification Offering a broad suite of services from wealth management to workplace benefits, FinDec may benefit from integrated solutions like employee engagement platforms or benefit administration tools to enhance service delivery and attract larger institutional clients.

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
50%
FLast@findec.comJDoe@findec.com
50%

Frequently Asked Questions

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.

How much revenue does FinDec generate?

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As of December 2025, FinDec's annual revenue is estimated to be $1M.

What is FinDec's SIC code NAICS code?

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FinDec's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does FinDec have currently?

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As of December 2025, FinDec has approximately 19 employees across 2 continents, including North AmericaOceania. Key team members include Retirement Plan Administrator: A. K.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

Website
findec.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    FinDec's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    FinDec's revenue is estimated to be in the range of $10M$25M

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