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Insights

Wealth & Business Niche Target opportunities within the entertainment and media sectors ( Television, Film, Music, Production, Publishing ) where Freemark Financial already serves, emphasizing tailored wealth and business management solutions.

Tech Stack Fit Leverage current technology usage ( Salesforce, Salesforce Community Cloud, Pardot, Microsoft, WordPress ) to propose integrated CRM marketing, client portals, and scalable financial workflows for mid-market clients.

Revenue Growth Arrow With a reported revenue range of 25M–50M and 51–200 employees, position scalable financial services and advisory as a value add for scaling firms in the entertainment ecosystem, including payroll, cash flow, and tax planning.

Key Partners Spotlight Highlight opportunities around partnerships and alliance expansions with Freemark’s principals, Andrew Meyer and Steves Rodriguez, to pursue high-touch advisory contracts for media and production companies seeking premium service levels.

Competitive Positioning Differentiate from larger incumbents by emphasizing specialized industry focus, personalized service, and a team-based approach to wealth and business management that can be scaled for growing entertainment clients.

Similar companies to Freemark Financial, LLP

Freemark Financial, LLP Tech Stack

Freemark Financial, LLP uses 8 technology products and services including RingCentral, WordPress, Salesforce, and more. Explore Freemark Financial, LLP's tech stack below.

  • RingCentral
    Contact Center Solutions
  • WordPress
    Content Management System
  • Salesforce
    Customer Relationship Management
  • Weedmaps
    Food Ordering And Delivery
  • Pardot
    Marketing
  • Microsoft
    Miscellaneous
  • Salesforce Community Cloud
    Online Community Software
  • Zillow
    Real Estate Property Management

Freemark Financial, LLP's Email Address Formats

Freemark Financial, LLP uses at least 3 email formats:
Freemark Financial, LLP Email FormatsExamplePercentage
FirstL@freemarkcpa.comJohnD@freemarkcpa.com
100%
First@freemarkfinancial.comJohn@freemarkfinancial.com
67%
First.Last@freemarkfinancial.comJohn.Doe@freemarkfinancial.com
33%

Frequently Asked Questions

What is Freemark Financial, LLP's phone number?

Minus sign iconPlus sign icon You can contact Freemark Financial, LLP's main corporate office by phone at
+1-323-556-****
. 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 Freemark Financial, LLP's official website and social media links?

Minus sign iconPlus sign iconFreemark Financial, LLP's official website is freemarkfinancial.com and has social profiles on LinkedIn.

How much revenue does Freemark Financial, LLP generate?

Minus sign iconPlus sign icon As of August 2026, Freemark Financial, LLP's annual revenue is estimated to be $25M - $50M.

What is Freemark Financial, LLP's SIC code and NAICS code?

Minus sign iconPlus sign iconFreemark Financial, LLP's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Freemark Financial, LLP have currently?

Minus sign iconPlus sign iconAs of August 2026, Freemark Financial, LLP has approximately 61 employees across 3 continents, including North America, Africa and Asia. Key team members include Head Of People & Culture: C. F., Owner: A. S. and Owner: A. M. Explore Freemark Financial, LLP's employee directory with LeadIQ.

What industry does Freemark Financial, LLP belong to?

Minus sign iconPlus sign iconFreemark Financial, LLP operates in the Accounting industry.

What technology does Freemark Financial, LLP use?

Minus sign iconPlus sign iconFreemark Financial, LLP's tech stack includes RingCentral, WordPress, Salesforce, Weedmaps, Pardot, Microsoft, Salesforce Community Cloud and Zillow.

What is Freemark Financial, LLP's email format?

Minus sign iconPlus sign iconFreemark Financial, LLP's email format typically follows the pattern of FirstL@freemarkcpa.com. Find more Freemark Financial, LLP email formats with LeadIQ.
Freemark Financial, LLP logo

Freemark Financial, LLP

AccountingCalifornia, United States51-200 Employees

Freemark Financial, LLP provides integrated wealth and business management services for individuals and the companies tied to their careers in the television, film, music, production, and publishing industries. The firm relies on a team-based model led by partners Andrew Meyer and Steves Rodriguez, prioritizing consistent, high-quality service. Based in Beverly Hills, California, the practice operates within the accounting sector and serves clients whose work spans entertainment fields. With a mid-sized practice, Freemark Financial supports clients who require coordinated management of personal wealth and business affairs tied to their creative ventures. The services focus on aligning financial planning with business strategy for entertainment-industry professionals and their companies, addressing the distinctive needs of income streams, assets, and risk management.

Section iconCompany Overview

Phone number
+1-323-556-****
Website
freemarkfinancial.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    Freemark Financial, LLP's revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Head Of People & Culture at Freemark Financial, LLP
    C. F.
    Head Of People & Culture
    Mobile Phone
  • Owner at Freemark Financial, LLP
    A. S.
    Owner
    Mobile Phone
  • Owner at Freemark Financial, LLP
    A. M.
    Owner
    Mobile Phone
  • Chairman at Freemark Financial, LLP
    R. M.
    Chairman
    Mobile Phone
  • Accounting And Tax Manager, Cpa at Freemark Financial, LLP
    H. K.
    Accounting And Tax Manager, Cpa
    Mobile Phone

Employee Directory

  • Account Manager at Freemark Financial, LLP
    M. H.
    Account Manager
    Mobile Phone
  • Principal at Freemark Financial, LLP
    G. P.
    Principal
    Mobile Phone
  • Virtual Office Assistant at Freemark Financial, LLP
    D. M.
    Virtual Office Assistant
    Mobile Phone
  • Wealth Management at Freemark Financial, LLP
    N. N.
    Wealth Management
    Mobile Phone
  • Accountant at Freemark Financial, LLP
    T. P.
    Accountant
    Mobile Phone

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