Insights

Independent, fee-only Target GEN Financial Management as a boutique, independent advisory with fee-only model to emphasize objective, conflict-free financial planning for high-potential clients seeking transparent advisory services.

Entrepreneur and retiree focus Leverage their client base of entrepreneurs, business owners, and retirees by offering scalable planning, investment management, and retirement services tailored to transitioning business owners, exits, and retirement spending strategies.

Recent stake in energy Explore partnership or investment-related services around the Xcel Energy stake news to position as a specialist in energy sector clients or family offices seeking diversified asset allocation and ESG-aligned opportunities.

Tech-forward platform Align offerings with their tech stack (WordPress, Salesforce, Microsoft 365, Google Cloud) to propose integrated digital onboarding, client portal enhancements, and data-driven advisory workflows that improve efficiency and client experience.

Growth and scalability With revenue in the mid single digits and a lean team, present scalable, premium services, white-label or fractional advisory options, and mid-market outreach to attract more high-net-worth clients while maintaining personalized service.

GEN Financial Management, Inc. Tech Stack

GEN Financial Management, Inc. uses 8 technology products and services including WordPress, Salesforce, Shopify, and more. Explore GEN Financial Management, Inc.'s tech stack below.

WordPress

Content Management System

Salesforce

Customer Relationship Management

Shopify

E-commerce

Microsoft 365

Google Cloud

Infrastructure As A Service

Sentry

Issue Trackers

Wistia

Online Video Platforms

WP Engine

Platform As A Service

GEN Financial Management, Inc. Email Formats	Example	Percentage
First.Last@genfinancial.com	John.Doe@genfinancial.com	54%
First@genfinancial.com	John@genfinancial.com	46%

GEN Financial Management, Inc. Email Formats

Example

Percentage

First.Last@genfinancial.com

John.Doe@genfinancial.com

54%

First@genfinancial.com

John@genfinancial.com

46%

Frequently Asked Questions

What is GEN Financial Management, Inc.'s phone number?

You can contact GEN Financial Management, Inc.'s main corporate office by phone at

+1-952-513-****

. 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 GEN Financial Management, Inc.'s official website and social media links?

GEN Financial Management, Inc.'s official website is genfinancial.com and has social profiles on LinkedIn.

How much revenue does GEN Financial Management, Inc. generate?

As of August 2026, GEN Financial Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is GEN Financial Management, Inc.'s NAICS code?

GEN Financial Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does GEN Financial Management, Inc. have currently?

As of August 2026, GEN Financial Management, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Client Service Associate: L. S., Investment Advisor: P. E. and Client Service Representative: T. W. Explore GEN Financial Management, Inc.'s employee directory with LeadIQ.

What industry does GEN Financial Management, Inc. belong to?

GEN Financial Management, Inc. operates in the Financial Services industry.

What technology does GEN Financial Management, Inc. use?

GEN Financial Management, Inc.'s tech stack includes WordPress, Salesforce, Shopify, Microsoft 365, Google Cloud, Sentry, Wistia and WP Engine.

What is GEN Financial Management, Inc.'s email format?

GEN Financial Management, Inc.'s email format typically follows the pattern of First.Last@genfinancial.com. Find more GEN Financial Management, Inc. email formats with LeadIQ.

When was GEN Financial Management, Inc. founded?

GEN Financial Management, Inc. was founded in 1998.

GEN Financial Management, Inc.

Q: What technology does GEN Financial Management, Inc. use?

GEN Financial Management, Inc.'s tech stack includes oEmbed, Genesis Framework, Google Analytics, JSON-LD, Really Simple Discovery.

Q: What is GEN Financial Management, Inc.'s NAICS code?

GEN Financial Management, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesMinnesota, United States2-10 Employees

GEN Financial Management, Inc. is a Minnesota-based independent, fee-only financial advisory firm that offers personal financial planning, investment management, and retirement services. Its approach centers on crafting customized solutions for a select group of clients, including entrepreneurs, business owners, and retirees, with an emphasis on flexible planning that is regularly reviewed and adjusted to reflect changing life circumstances. The company positions itself within the financial services industry as a small, client-focused advisory practice that prioritizes objective guidance and collaborative teamwork to help clients achieve their financial goals. Founded in 1998, the firm operates from Plymouth, Minnesota, and maintains a lean, locally oriented team. A notable recent development involves the firm taking a stake in Xcel Energy, reflecting its involvement in diversified asset considerations.

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