Insights

Acquisition Backing First Income Advisors was acquired by Simplicity Group in 2020, indicating potential alignment with a larger distribution platform and access to broader insurer relationships. This suggests sales opportunities through partner ecosystems and carrier collaborations connected to the acquiring group.

Revenue Scale Current revenue range of 10M-25M signals a small to mid-market advisory operation with growth potential, making them a plausible target for scaled solutions, marketing acceleration tools, and efficient prospecting platforms tailored to mid-sized firms.

Prospect Intensify The firm emphasizes growing the business by connecting with higher numbers of qualified prospects daily, indicating a strong need for robust lead generation, appointment setting services, and CRM-enabled outreach optimizations.

Tech Footprint Common tools like WordPress hosting, Google Workspace, and analytics/SEO components suggest openness to tech enhancements, website optimization, marketing automation, and data-driven engagement solutions.

Market Fit Operating in financial services with a focus on independent marketing to advisors positions them to benefit from solutions that improve conversion efficiency, compliance-friendly outreach, and scalable marketing partnerships within the advisor ecosystem.

Similar companies to First Income Advisors

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 1 format(s):

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 July 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 July 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 CacheGoogle WorkspaceTwemojiLightboxGlobalSignMediaElement.jsGoogle Search ConsoleGoDaddy.

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.