Insights

Family office niche Target high-net-worth families and entrepreneurs seeking wealth preservation and legacy planning in a cohesive, coordinated financial team.

Growth potential The firm reports revenue between one and ten million with a lean team, indicating potential for scalable services and advisory expansion to compete with mid to large cap wealth managers.

Experience leadership Recent appointment of a Chief Experience Officer signals a focus on client experience and journey optimization, creating opportunities for premium service offerings and differentiated onboarding.

Tech enabled Utilizes a modern tech stack (HubSpot, ActiveCampaign, Google Analytics, Node.js) that supports targeted marketing, client segmentation, and data-driven outreach for scalable client acquisition.

Strategic partnerships Comparable firms in the space are large firms with deep resources; Freedom Family Office can position as a nimble, personalized alternative, pursuing partnership channels and family-office co-management opportunities.

Similar companies to Freedom Family Office

Freedom Family Office Tech Stack

Freedom Family Office uses 8 technology products and services including Open Graph, HubSpot, Office 365, and more. Explore Freedom Family Office's tech stack below.

Open Graph
Content Management System
HubSpot
Marketing Automation
Office 365
Office Suites
Node.js
Programming Languages
PHP
Programming Languages
Cloudflare Bot Management
Security
Google Search Console
Web Analytics
Google Analytics
Web Analytics

Media & News

Freedom Family Office hired Jenna Kozodoy as Chief Experience Officer on Jul 16th '21.
BOCA RATON, Fla. (PRWEB) July 16, 2021 Freedom Family Office is pleased to announce that Jenna Kozodoy has joined the firm as Chief Experience Officer (CXO).
Jul 16, 2021 | www.prweb.com

Freedom Family Office's Email Address Formats

Freedom Family Office uses at least 1 format(s):

Freedom Family Office Email Formats	Example	Percentage
First@freedomfamilyoffice.com	John@freedomfamilyoffice.com	100%

Frequently Asked Questions

What is Freedom Family Office's official website and social media links?

Freedom Family Office's official website is freedomfamilyoffice.com and has social profiles on LinkedIn.

How much revenue does Freedom Family Office generate?

As of August 2026, Freedom Family Office's annual revenue is estimated to be $1M - $10M.

What is Freedom Family Office's NAICS code?

Freedom Family Office's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Freedom Family Office have currently?

As of August 2026, Freedom Family Office has approximately 13 employees across 2 continents, including North AmericaAsia. Key team members include Chief Financial Officer: D. P.Chief Operating Officer & Chief Compliance Officer: R. R.Managing Director: C. H.. Explore Freedom Family Office's employee directory with LeadIQ.

What industry does Freedom Family Office belong to?

Freedom Family Office operates in the Investment Management industry.

What technology does Freedom Family Office use?

Freedom Family Office's tech stack includes Open GraphHubSpotOffice 365Node.jsPHPCloudflare Bot ManagementGoogle Search ConsoleGoogle Analytics.

What is Freedom Family Office's email format?

Freedom Family Office's email format typically follows the pattern of First@freedomfamilyoffice.com. Find more Freedom Family Office email formats with LeadIQ.

When was Freedom Family Office founded?

Freedom Family Office was founded in 2020.

Freedom Family Office

Q: How many employees does Freedom Family Office have currently?

Freedom Family Office has approximately 13 employees.

Q: What technology does Freedom Family Office use?

Freedom Family Office's tech stack includes jQuery, ActiveCampaign, Facebook, Cloudflare, Google Fonts API.

Q: What is Freedom Family Office's NAICS code?

Freedom Family Office's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementFlorida, United States11-50 Employees

Freedom Family Office is an investment management firm based in Boca Raton, Florida. It focuses on preserving wealth, supporting family continuity, and safeguarding a lasting legacy. The firm seeks to clarify clients' values and what money means to them, then coordinates a financial team to align decisions with those insights. For entrepreneurs, it develops plans to turn substantial net worth into steady passive income and a more satisfying life. In July 2021, the firm announced the appointment of Jenna Kozodoy as Chief Experience Officer. The company operates with a relatively small team in the investment management space, reflecting a closer, client-focused service model.