Insights

Niche Market Focus Foundry Financial specializes in serving frugal savers facing tax challenges who are planning for retirement, indicating a targeted client base that values personalized, comprehensive financial solutions.

Technology Adoption The company's use of modern tools like HubSpot, Google Analytics, and PHP suggests openness to digital engagement and data-driven strategies, which can be leveraged to offer innovative financial planning and marketing services.

Growth Potential With a revenue range of 10 to 25 million and a modest team size, Foundry Financial presents an opportunity for scalable service enhancements or technology integrations to support growth and enhance client offerings.

Competitive Positioning Operating in a competitive landscape alongside firms like Halbert Hargrove and Mercer Advisors, Foundry Financial's focus on clarity and confidence in retirement planning can be emphasized in sales pitches to differentiate their value proposition to potential partners.

Retirement Planning Trends The company's emphasis on integrated retirement income, tax, and life planning aligns with current market trends favoring holistic financial strategies, offering opportunities to introduce complementary financial products or advisory services tailored to these needs.

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	100%

Foundry Financial Email Formats

Example

Percentage

First@foundryfinancial.org

John@foundryfinancial.org

100%

Frequently Asked Questions

Where is Foundry Financial's headquarters located?

Foundry Financial's main headquarters is located at 479 South Marengo Avenue Pasadena, California 91101 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 April 2026, Foundry Financial has approximately 14 employees across 1 continents, including North America. Key team members include Foundry: Financial Advisor In Los Angeles: S. L. S.Financial Advisor: J. F.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 14 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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