Insights

Growth Opportunity Narrow revenue range indicates potential to upsell advisory and planning services to expand assets under management and cross-sell investment solutions with Raymond James affiliations.

Strategic Partnership Leverage existing relationship with Raymond James to introduce integrated financial planning, retirement planning, and risk management services to clients seeking holistic wealth management.

Tech Enablement Current tech stack shows readiness to optimize client onboarding, scheduling, and digital client experiences; propose targeted CRM automation, analytics, and secure collaboration tools to enhance efficiency and client engagement.

Asset Growth Recent stake acquisition in Texas Capital Bancshares suggests appetite for diversified asset exposure; present family-office style investment research, due diligence support, and access to alternative investment opportunities.

SMB Focus Small team size (2-10 employees) and mid-market revenue point indicate scalable services such as outsourced chief financial planning, regulatory/compliance support, and scalable advisory platforms to support growth without expanding headcount.

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Fleishel Financial Associates Tech Stack

Fleishel Financial Associates uses 8 technology products and services including Snowplow, Calendly, Weebly, and more. Explore Fleishel Financial Associates's tech stack below.

Snowplow
Analytics
Calendly
Appointment Scheduling
Weebly
Content Management System
WordPress
Content Management System
Shopify
E-commerce
Google Cloud
Infrastructure As A Service
Stripe
Payment Processing
Vimeo
Video Players

Media & News

Fleishelfinancial invests into assets: stake in Texas Capital Bancshares in the amount of $261K.
Raymond James Financial Services Advisors Inc. acquired a new stake in Texas Capital Bancshares in the 1st quarter worth about $261,000.
Mar 28, 2024 | www.marketbeat.com

Fleishel Financial Associates's Email Address Formats

Fleishel Financial Associates uses at least 1 email format:

Fleishel Financial Associates Email Formats	Example	Percentage
First.Last@fleishelfinancial.com	John.Doe@fleishelfinancial.com	100%

Frequently Asked Questions

What is Fleishel Financial Associates's phone number?

You can contact Fleishel Financial Associates's main corporate office by phone at

+1-386-738-****

. 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 Fleishel Financial Associates's official website and social media links?

Fleishel Financial Associates's official website is fleishelfinancial.com and has social profiles on LinkedIn.

How much revenue does Fleishel Financial Associates generate?

As of September 2026, Fleishel Financial Associates's annual revenue is estimated to be $10M - $25M.

What is Fleishel Financial Associates's NAICS code?

Fleishel Financial Associates's NAICS code is 52 - Finance and Insurance.

How many employees does Fleishel Financial Associates have currently?

As of September 2026, Fleishel Financial Associates has approximately 7 employees across 1 continents, including North America. Key team members include Chief Operating Officer: D. H., Chief Operating Officer, Office Coordinator Rjfs: J. H. and President, Ffa / Branch Manager, Rjfs: T. F. Explore Fleishel Financial Associates's employee directory with LeadIQ.

What industry does Fleishel Financial Associates belong to?

Fleishel Financial Associates operates in the Financial Services industry.

What technology does Fleishel Financial Associates use?

Fleishel Financial Associates's tech stack includes Snowplow, Calendly, Weebly, WordPress, Shopify, Google Cloud, Stripe and Vimeo.

What is Fleishel Financial Associates's email format?

Fleishel Financial Associates's email format typically follows the pattern of First.Last@fleishelfinancial.com. Find more Fleishel Financial Associates email formats with LeadIQ.

When was Fleishel Financial Associates founded?

Fleishel Financial Associates was founded in 1990.

Fleishel Financial Associates

Q: How many employees does Fleishel Financial Associates have currently?

Fleishel Financial Associates has approximately 7 employees.

Q: What technology does Fleishel Financial Associates use?

Fleishel Financial Associates's tech stack includes Stripe, Google Fonts API, Plyr, Google Tag Manager, GoDaddy.

Q: What is Fleishel Financial Associates's NAICS code?

Fleishel Financial Associates's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States2-10 Employees

Fleishel Financial Associates is a small financial services firm based in Deland, Florida. It coordinates clients' financial matters to simplify everyday management, improve clarity, and monitor progress toward financial independence; securities are offered through Raymond James Financial Services, Inc., while Fleishel Financial Associates operates independently of Raymond James and provides investment advisory services through Raymond James Services Advisors, Inc. and Fleishel Financial Associates.

Its mission is to help clients gain control of their entire financial life by keeping them focused on the financial results they aim to achieve. As a small practice within the financial services industry, it relies on an independent model that partners with a major broker-dealer to offer securities and advisory services. The firm is based in Deland, Florida.