Insights

Expansion momentum Focus Financial Network is actively expanding its footprint with new East Coast offices in Winchester, Virginia and Garden City, NY, signaling a growth push that could benefit from integrated advisory technology, CRM optimization, and regional succession planning services.

Scale and assets With 65 practices and $9.3 billion in AUM across multiple states, there is a clear enterprise opportunity for services that support large practices at scale, such as enterprise-level compliance tooling, performance analytics, and outsourced support.

Independent advisor value The firm positions itself as advisor-friendly and independent, emphasizing flexible business models and client-first planning, suggesting opportunities for solutions that enhance client education, practice management, and advisor retention.

Technology stack Current tech uses WordPress, Salesforce, Microsoft 365, HubSpot, Azure, and Tealium, indicating openness to integrations and modernization projects, as well as data-driven marketing and CRM optimization opportunities.

Growth potential Recent M&A activity and acquisitions (Badgley Phelps, ARS Wealth Management) alongside partnerships indicate a pace of strategic inorganic growth; this creates opportunities for post-merger integration services, wealth tech consolidation, and scalable onboarding platforms.

Focus Financial Network, Inc. Tech Stack

Focus Financial Network, Inc. uses 8 technology products and services including WordPress, Salesforce, Microsoft 365, and more. Explore Focus Financial Network, Inc.'s tech stack below.

WordPress
Content Management System
Salesforce
Customer Relationship Management
Microsoft 365
Email
HubSpot
Marketing Automation
Microsoft Azure
Platform As A Service
WP Engine
Platform As A Service
Tealium
Tag Management
Zoom
Web Conferencing

Media & News

Focus Financial Network, Inc.'s Email Address Formats

Focus Financial Network, Inc. uses at least 4 email formats:

Focus Financial Network, Inc. Email Formats	Example	Percentage
FLast@focusfinancial.com	JDoe@focusfinancial.com	93%
FirstL@focusfinancial.com	JohnD@focusfinancial.com	3%
First.Last@focusfinancial.com	John.Doe@focusfinancial.com	3%
FMiddleLast@focusfinancial.com	JMichaelDoe@focusfinancial.com	1%

Frequently Asked Questions

What is Focus Financial Network, Inc.'s phone number?

You can contact Focus Financial Network, Inc.'s main corporate office by phone at

+1-952-591-****

. 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 Focus Financial Network, Inc.'s official website and social media links?

Focus Financial Network, Inc.'s official website is focusfinancial.com and has social profiles on LinkedIn.

How much revenue does Focus Financial Network, Inc. generate?

As of August 2026, Focus Financial Network, Inc.'s annual revenue is estimated to be $100M - $250M.

What is Focus Financial Network, Inc.'s NAICS code?

Focus Financial Network, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Focus Financial Network, Inc. have currently?

As of August 2026, Focus Financial Network, Inc. has approximately 154 employees across 2 continents, including North America and Europe. Key team members include Chief Compliance Officer: E. C., Vp Of Growth And Succession: J. S. and President: J. B. Explore Focus Financial Network, Inc.'s employee directory with LeadIQ.

What industry does Focus Financial Network, Inc. belong to?

Focus Financial Network, Inc. operates in the Financial Services industry.

What technology does Focus Financial Network, Inc. use?

Focus Financial Network, Inc.'s tech stack includes WordPress, Salesforce, Microsoft 365, HubSpot, Microsoft Azure, WP Engine, Tealium and Zoom.

What is Focus Financial Network, Inc.'s email format?

Focus Financial Network, Inc.'s email format typically follows the pattern of FLast@focusfinancial.com. Find more Focus Financial Network, Inc. email formats with LeadIQ.

When was Focus Financial Network, Inc. founded?

Focus Financial Network, Inc. was founded in 1993.

Focus Financial Network, Inc.

Q: What technology does Focus Financial Network, Inc. use?

Focus Financial Network, Inc.'s tech stack includes Google Tag Manager, Redtail CRM, Modernizr, yepnope.js, Microsoft 365.

Q: What is Focus Financial Network, Inc.'s NAICS code?

Focus Financial Network, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesMinnesota, United States51-200 Employees

It operates through a broad network of financial advisors across six states, supported by 46 branches. The organization prioritizes a tailored approach rather than a one-size-fits-all model, delivering customized guidance to meet each client’s goals.