What departments does Francis Financial, Inc. have?

Francis Financial, Inc. has employees across 3 departments including Finance, Consultant, Customer Success.

What is the largest department at Francis Financial, Inc.?

The largest department at Francis Financial, Inc. is Finance with 1 employees.

Where are Francis Financial, Inc. employees located globally?

Francis Financial, Inc. has employees across 3 continents and 3 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Francis Financial, Inc.'s team size changed over time?

Francis Financial, Inc.'s team has decreased from approximately 28 to 26 employees based on available data.

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Francis Financial, Inc. Employee Directory

Financial ServicesNew York, United States11-50 Employees

Francis Financial, Inc. is a boutique financial services firm based in New York City, focused on wealth management and financial planning. The firm specializes in guiding women through major life transitions, including widowhood and divorce, and serves individuals and families nationwide. Its approach is fee-only, emphasizing objectivity and fiduciary loyalty in its guidance for clients with substantial investible assets. The team includes certified professionals such as CFPs and CDFA specialists who address aspects like asset distribution, alimony, tax planning, and long-term financial security, while coordinating with external professionals as needed. Recent activities include strategic investments and professional collaborations that support its advisory capabilities.

Francis Financial, Inc. Global Highlights

North America
27

United States Of America
27

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

India
1

Francis Financial, Inc.'s Leadership

V. F.
Principal
Mobile Phone
Email
E. B.
Associate Financial Advisor
Mobile Phone
Email
E. C.
Associate Advisor
Mobile Phone
Email
S. R.
Hubspot Automation Consultant
Mobile Phone
Email
M. N. H.
Client Services Associate
Mobile Phone
Email

Francis Financial, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Community & Social Services
Administrative
Other
Branding

Contact profiles from Francis Financial, Inc.

Name

Title

Contact

Location

Last Update

V. F.
Principal
Mobile Phone
Email
Oct 18, 2024
E. B.
Associate Financial Advisor
Mobile Phone
Email
May 02, 2026
E. C.
Associate Advisor
Mobile Phone
Email
Jun 28, 2026
S. R.
Hubspot Automation Consultant
Mobile Phone
Email
United KingdomEngland
Jun 28, 2026
M. N. H.
Client Services Associate
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Francis Financial, Inc. known for?

Francis Financial, Inc. was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-374-****

. Explore Francis Financial, Inc.'s company overview page for more information.

What is Francis Financial, Inc.'s most common email format?

Francis Financial, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Francis Financial, Inc. email formats with LeadIQ.

How many employees does Francis Financial, Inc. have currently?

Francis Financial, Inc. has approximately 24 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Francis Financial, Inc.'s key employees and leadership?

As of July 2026, Francis Financial, Inc.'s key employees include:

Principal: V. F.
Associate Financial Advisor: E. B.
Associate Advisor: E. C.
Hubspot Automation Consultant: S. R.
Client Services Associate: M. N. H.

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Francis Financial, Inc. Employee Directory

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