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Insights

Established Reputation Fortune Financial Services has nearly two decades of experience in the financial advisory space, emphasizing trust and strong relationships with its representatives, which could be leveraged to introduce new partnership or collaboration opportunities.

Niche Focus As a boutique independent broker dealer offering personalized service and traditional business values, there is potential to expand digital solutions and technology integrations that align with their 'Old Fashioned' trust-based approach.

Growth Potential With annual revenues estimated between $10 million and $25 million, the company presents an opportunity for scalable FinTech or compliance solutions to support their growth and operational efficiency.

Competitive Landscape Competing with industry giants like Charles Schwab and Fidelity, Fortune Financial can benefit from targeted financial technology tools that enhance advisor productivity and client engagement.

Technology Engagement Utilizing a modern tech stack and hosting on DigitalOcean suggests an openness to innovative web and mobile solutions, creating opportunities for digital marketing, client portals, or advisor support systems.

Fortune Financial Services, Inc. Tech Stack

Fortune Financial Services, Inc. uses 8 technology products and services including Unpkg, ProcessWire, Open Graph, and more. Explore Fortune Financial Services, Inc.'s tech stack below.

  • Unpkg
    Content Delivery Network
  • ProcessWire
    Content Management System
  • Open Graph
    Content Management System
  • Modernizr
    Javascript Libraries
  • Floating UI
    Javascript Libraries
  • PHP
    Programming Languages
  • Animate.css
    UI Frameworks
  • DigitalOcean Web Hosting
    Web Hosting

Media & News

Fortune Financial Services, Inc.'s Email Address Formats

Fortune Financial Services, Inc. uses at least 1 format(s):
Fortune Financial Services, Inc. Email FormatsExamplePercentage
FLast@fortunefinancialservices.comJDoe@fortunefinancialservices.com
56%
First@fortunefinancialservices.comJohn@fortunefinancialservices.com
29%
Last@fortunefinancialservices.comDoe@fortunefinancialservices.com
11%
Middle@fortunefinancialservices.comMichael@fortunefinancialservices.com
4%

Frequently Asked Questions

Where is Fortune Financial Services, Inc.'s headquarters located?

Minus sign iconPlus sign iconFortune Financial Services, Inc.'s main headquarters is located at 1010 3rd Avenue, New Brighton, Pennsylvania 15066, US. The company has employees across 1 continents, including North America.

What is Fortune Financial Services, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Fortune Financial Services, Inc.'s main corporate office by phone at
+1-419-867-****
. 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 Fortune Financial Services, Inc.'s official website and social media links?

Minus sign iconPlus sign iconFortune Financial Services, Inc.'s official website is fortunefinancialservices.com and has social profiles on LinkedIn.

What is Fortune Financial Services, Inc.'s NAICS code?

Minus sign iconPlus sign iconFortune Financial Services, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Fortune Financial Services, Inc. have currently?

Minus sign iconPlus sign iconAs of December 2025, Fortune Financial Services, Inc. has approximately 26 employees across 1 continents, including North America. Key team members include Chief Executive Officer: R. R.Chief Operating Officer: M. W.President: B. D.. Explore Fortune Financial Services, Inc.'s employee directory with LeadIQ.

What industry does Fortune Financial Services, Inc. belong to?

Minus sign iconPlus sign iconFortune Financial Services, Inc. operates in the Financial Services industry.

What technology does Fortune Financial Services, Inc. use?

Minus sign iconPlus sign iconFortune Financial Services, Inc.'s tech stack includes UnpkgProcessWireOpen GraphModernizrFloating UIPHPAnimate.cssDigitalOcean Web Hosting.

What is Fortune Financial Services, Inc.'s email format?

Minus sign iconPlus sign iconFortune Financial Services, Inc.'s email format typically follows the pattern of FLast@fortunefinancialservices.com. Find more Fortune Financial Services, Inc. email formats with LeadIQ.

When was Fortune Financial Services, Inc. founded?

Minus sign iconPlus sign iconFortune Financial Services, Inc. was founded in 1996.

Fortune Financial Services, Inc.

Financial ServicesUnited States11-50 Employees

Fortune Financial Services, Inc. is a premier independent broker dealer located in the historic town of New Brighton, Pennsylvania. For nearly two decades we have been providing financial solutions for our advisors and their clients offering a full compliment of mutual funds, annuities, and other insurance products.

Our goal is to treat our representatives and their clients in a way that is mutually respectful, honest, and friendly. Through the years this commitment has allowed Fortune to build strong relationships with our financial representatives.  Our representatives know they can count on us to provide them the tools necessary to help them build their business.

We also understand that just about every broker dealer offers many of the same products. But what makes Fortune Financial Services stand out is that we still do business the ‘Old Fashion Way.” That is, we have to earn the trust of our representatives every day.

Section iconCompany Overview

Headquarters
1010 3rd Avenue, New Brighton, Pennsylvania 15066, US
Phone number
+1-419-867-****
Website
fortunefinancialservices.com
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Fortune Financial Services, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Fortune Financial Services, Inc.'s revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    R. R.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. D.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Owner
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    S. W.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. O. H.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. H.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. A. S.
    Registered Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. A. P.
    Financial Advisor
    Phone icon
    Mobile Phone

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