Insights

Target Market Focus Foundry Financial specializes in serving frugal savers with complex tax situations aiming for retirement readiness, indicating a potential need for tailored financial planning tools and tax optimization solutions.

Digital Engagement With a technology stack including HubSpot, Google Analytics, and WordPress, the company values digital marketing and online client engagement, offering opportunities to introduce advanced marketing automation or client portal enhancements.

Mid-Sized Growth Operating with 11 to 50 employees and revenue between 10 and 25 million dollars, Foundry Financial is positioned for scalable growth, presenting prospects for scalable financial products and corporate services.

Competition & Differentiation Competing within a market of firms like Halbert Hargrove and Creative Planning, Foundry Financial can benefit from differentiating through personalized retirement strategies and technology-driven client experiences.

Financial Services Appeal Since the company emphasizes comprehensive retirement income and tax planning, there is a sales opportunity for platforms that enhance holistic wealth management and tax-efficient investment products.

Foundry Financial Tech Stack

Foundry Financial uses 8 technology products and services including WordPress, Cart Functionality, Stimulus, and more. Explore Foundry Financial's tech stack below.

WordPress

Content Management System

Cart Functionality

E-commerce

Stimulus

Javascript Frameworks

HubSpot

Marketing Automation

PHP

Programming Languages

HSTS

Security

Google Tag Manager

Tag Management

Google Analytics

Web Analytics

Foundry Financial Email Formats	Example	Percentage
First@foundryfinancial.org	John@foundryfinancial.org	50%
First@foundryfinancial.org	John@foundryfinancial.org	50%

Foundry Financial Email Formats

Example

Percentage

First@foundryfinancial.org

John@foundryfinancial.org

50%

First@foundryfinancial.org

John@foundryfinancial.org

50%

Frequently Asked Questions

Where is Foundry Financial's headquarters located?

Foundry Financial's main headquarters is located at 12130 Millennium Drive Suite 300 Los Angeles, California United States. The company has employees across 1 continents, including North America.

What is Foundry Financial's official website and social media links?

Foundry Financial's official website is foundryfinancial.org and has social profiles on LinkedIn.

What is Foundry Financial's NAICS code?

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

How many employees does Foundry Financial have currently?

As of March 2026, Foundry Financial has approximately 13 employees across 1 continents, including North America. Key team members include Financial Advisor: J. F.Financial Planner: N. H.Financial Planner: N. H.. Explore Foundry Financial's employee directory with LeadIQ.

What industry does Foundry Financial belong to?

Foundry Financial operates in the Financial Services industry.

What technology does Foundry Financial use?

Foundry Financial's tech stack includes WordPressCart FunctionalityStimulusHubSpotPHPHSTSGoogle Tag ManagerGoogle Analytics.

What is Foundry Financial's email format?

Foundry Financial's email format typically follows the pattern of First@foundryfinancial.org. Find more Foundry Financial email formats with LeadIQ.

When was Foundry Financial founded?

Foundry Financial was founded in 2018.

Foundry Financial

Q: How many employees does Foundry Financial have currently?

Foundry Financial has approximately 13 employees.

Q: What technology does Foundry Financial use?

Foundry Financial's tech stack includes Stimulus, jQuery Migrate, AdRoll, WordPress, Google Tag Manager.

Q: What is Foundry Financial's NAICS code?

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

Financial ServicesCalifornia, United States11-50 Employees

At Foundry Financial, we make retirement planning clear, practical, and personal.

We’re a wealth management firm that specializes in helping frugal savers with a tax problem retire with confidence. Our approach goes beyond investments—we bring together retirement income strategies, tax planning, and life planning into one coordinated process.

Our goal is simple: to give you clarity and confidence. That means helping you align your spending, savings, and investments with what matters most, so you can enjoy retirement without worrying about running out of money—or paying more in taxes than you should.

Insights

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