Insights

Acquisition Momentum First Income Advisors was acquired by Simplicity Group in 2020, signaling potential access to a broader distribution network and cross-sell opportunities within an established financial services platform.

Growth Focus The company emphasizes growing the business by connecting with more qualified prospects daily, indicating a need for scalable lead generation, marketing automation, and CRM enhancements.

Revenue Scale With estimated revenue between 10M and 25M and a small team, there may be efficiency and technology acceleration opportunities to improve margins and client acquisition cost.

Tech Footprint Current tech stack includes WordPress, Google Workspace, and various web and security tools—rooms for modernization, data tooling, and analytics to boost online lead capture and prospect scoring.

Industry Positioning Operating in the financial services space with peers of much larger scale, First Income Advisors could benefit from partnerships or platforms that offer scalable compliance, marketing reach, and advisor onboarding support.

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First Income Advisors Tech Stack

First Income Advisors uses 8 technology products and services including WordPress Super Cache, Google Workspace, Twemoji, and more. Explore First Income Advisors's tech stack below.

WordPress Super Cache
Caching
Google Workspace
Email
Twemoji
Font Scripts
Lightbox
Javascript Libraries
GlobalSign
System Security Services
MediaElement.js
Video Players
Google Search Console
Web Analytics
GoDaddy
Web Hosting

Media & News

Simplicity Group acquired First Income Advisors on Apr 1st '20.
Simplicity acquired Fidelity Financial Group, a Houston-based life and annuity wholesaler, in April, and First Income Advisors, an independent marketing organization based in Eden Prairie, Minnesota, in May.
Jul 02, 2020 | www.thinkadvisor.com

First Income Advisors's Email Address Formats

First Income Advisors uses at least 4 email formats:

First Income Advisors Email Formats	Example	Percentage
F.Last@firstincomeadvisors.com	J.Doe@firstincomeadvisors.com	55%
First.Last@firstincomeadvisors.com	John.Doe@firstincomeadvisors.com	25%
First@firstincomeadvisors.com	John@firstincomeadvisors.com	15%
FLast@firstincomeadvisors.com	JDoe@firstincomeadvisors.com	5%

Frequently Asked Questions

What is First Income Advisors's phone number?

You can contact First Income Advisors's main corporate office by phone at

+1-888-556-****

. 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 First Income Advisors's official website and social media links?

First Income Advisors's official website is firstincomeadvisors.com and has social profiles on LinkedIn.

How much revenue does First Income Advisors generate?

As of August 2026, First Income Advisors's annual revenue is estimated to be $10M - $25M.

What is First Income Advisors's NAICS code?

First Income Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does First Income Advisors have currently?

As of August 2026, First Income Advisors has approximately 9 employees across 1 continents, including North America. Key team members include Director Of Sales: A. L. Explore First Income Advisors's employee directory with LeadIQ.

What industry does First Income Advisors belong to?

First Income Advisors operates in the Financial Services industry.

What technology does First Income Advisors use?

First Income Advisors's tech stack includes WordPress Super Cache, Google Workspace, Twemoji, Lightbox, GlobalSign, MediaElement.js, Google Search Console and GoDaddy.

What is First Income Advisors's email format?

First Income Advisors's email format typically follows the pattern of F.Last@firstincomeadvisors.com. Find more First Income Advisors email formats with LeadIQ.

When was First Income Advisors founded?

First Income Advisors was founded in 2012.

First Income Advisors

Q: How many employees does First Income Advisors have currently?

First Income Advisors has approximately 9 employees.

Q: What technology does First Income Advisors use?

First Income Advisors's tech stack includes GlobalSign, Twemoji, GoDaddy, Lightbox, Google Workspace.

Q: What is First Income Advisors's NAICS code?

First Income Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesMinnesota, United States2-10 Employees

First Income Advisors is a financial services firm founded to help independent advisors grow their businesses by connecting with more qualified prospects. Based in Eden Prairie, Minnesota, the company positions itself as a resource created by and for advisors, focusing on expanding outreach to potential clients on a daily basis. With a small professional team, the organization serves its niche by facilitating access to a larger pool of qualified prospects, aiming to support advisor growth within the industry. A notable recent development is its acquisition by Simplicity Group in 2020, reflecting a shift in ownership while the core focus on prospect generation remains central.