Insights

Personalized Financial Services Fortis Lux Financial's emphasis on a personalized, family-office style approach presents an opportunity to introduce advanced CRM and client management solutions that can enhance their bespoke client experiences and loyalty programs.

Impact Investment Focus Their recent launch of Impact Investment initiatives indicates a potential interest in ESG and socially responsible investing platforms or tools, creating an opening for sustainable finance solutions that align with their strategic goals.

Tech Stack Utilization Utilizing modern cloud and analytics technologies like Google Cloud and HubSpot Analytics suggests openness to adopting innovative tech solutions—offering potential for financial software, data security, and automation enhancements.

Growth and Expansion Recent leadership hires and strategic initiatives imply growth ambitions; this can be a good entry point for consulting or services that support scalable operations, training, and leadership development.

Market and Regulatory Footprint With licenses in multiple states and a solid revenue base, Fortis Lux may benefit from compliance solutions, multi-state regulatory consulting, or expansion support to further penetrate new markets.

Fortis Lux Financial Tech Stack

Fortis Lux Financial uses 8 technology products and services including HubSpot Analytics, Lux Research, Open Graph, and more. Explore Fortis Lux Financial's tech stack below.

  • HubSpot Analytics
    Analytics
  • Lux Research
    Business Intelligence
  • Open Graph
    Content Management System
  • Google Cloud
    Infrastructure As A Service
  • Microsoft
    Miscellaneous
  • PHP
    Programming Languages
  • Google
    Search Engines
  • HTTP/3
    Web & Portal Technology

Fortis Lux Financial's Email Address Formats

Fortis Lux Financial uses at least 1 format(s):
Fortis Lux Financial Email FormatsExamplePercentage
FLast@fortislux.comJDoe@fortislux.com
79%
First.Last@fortislux.comJohn.Doe@fortislux.com
17%
FirstLast@fortislux.comJohnDoe@fortislux.com
3%
FirstL@fortislux.comJohnD@fortislux.com
1%

Frequently Asked Questions

Where is Fortis Lux Financial's headquarters located?

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Fortis Lux Financial's main headquarters is located at 420 Lexington Avenue 25th, Suite 2510 Floor. The company has employees across 2 continents, including North AmericaEurope.

What is Fortis Lux Financial's phone number?

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You can contact Fortis Lux Financial's main corporate office by phone at . 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 Fortis Lux Financial's official website and social media links?

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Fortis Lux Financial's official website is fortislux.com and has social profiles on LinkedIn.

What is Fortis Lux Financial's NAICS code?

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Fortis Lux Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Fortis Lux Financial have currently?

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As of December 2025, Fortis Lux Financial has approximately 153 employees across 2 continents, including North AmericaEurope. Key team members include Chief Financial Officer: J. B.Vice President Of Talent Strategy: M. P.President | Sports & Entertainment Division | Financial Planner | Investment Advisor Representative: G. E. D.. Explore Fortis Lux Financial's employee directory with LeadIQ.

What industry does Fortis Lux Financial belong to?

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Fortis Lux Financial operates in the Financial Services industry.

What technology does Fortis Lux Financial use?

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Fortis Lux Financial's tech stack includes HubSpot AnalyticsLux ResearchOpen GraphGoogle CloudMicrosoftPHPGoogleHTTP/3.

What is Fortis Lux Financial's email format?

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Fortis Lux Financial's email format typically follows the pattern of FLast@fortislux.com. Find more Fortis Lux Financial email formats with LeadIQ.

Fortis Lux Financial

Financial ServicesNew York, United States51-200 Employees

Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. 

It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere.

In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals.

We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.

Section iconCompany Overview

Headquarters
420 Lexington Avenue 25th, Suite 2510 Floor
Phone number
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Fortis Lux Financial's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Fortis Lux Financial's revenue is estimated to be in the range of $100M$250M

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