What is Goldstone Financial Group's NAICS code?

Goldstone Financial Group's NAICS code is 52 (Finance and Insurance).

Insights

Regional expansion Goldstone Financial Group has been expanding office presence into Tennessee, with multiple new offices in Franklin, Brentwood, and Nashville, signaling growth and potential demand for regional financial services and localized advisory support.

Advisor-led planning The firm emphasizes comprehensive, goal-driven financial planning over transactional product sales, presenting an opportunity to upsell holistic wealth management, retirement planning, and ongoing advisory services to existing and new clients.

Digital engagement Active use of digital channels and tools such as a blog, social media pages, Calendly for scheduling, and Google Ads suggests readiness to engage prospects online, enabling demand generation and virtual consultations.

Asset focus Recent disclosed stakes in consumer brands like Kimberly-Clark and Hagerty indicate a portfolio approach to asset management and potential cross-sell of retirement and investment strategies to high-commitment investors.

Mid-market positioning With 11-50 employees and a revenue range of 50M-100M, Goldstone occupies a mid-market niche that may require scalable advisory platforms, technology integrations, and consent-based growth strategies to support larger client loads and diversified client needs.

Goldstone Financial Group Tech Stack

Goldstone Financial Group uses 8 technology products and services including Google Ads, Microsoft Clarity, Calendly, and more. Explore Goldstone Financial Group's tech stack below.

Google Ads

Advertising

Microsoft Clarity

Analytics

Calendly

Appointment Scheduling

WordPress

Content Management System

Simpli.fi

Demand Side Platforms

Microsoft 365

Google Cloud

Infrastructure As A Service

Wistia

Online Video Platforms

Goldstone Financial Group Email Formats	Example	Percentage
FLast@goldstonefinancialgroup.com	JDoe@goldstonefinancialgroup.com	100%

Goldstone Financial Group Email Formats

Example

Percentage

FLast@goldstonefinancialgroup.com

JDoe@goldstonefinancialgroup.com

100%

Frequently Asked Questions

What is Goldstone Financial Group's phone number?

You can contact Goldstone Financial Group's main corporate office by phone at

+1-630-519-****

. 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 Goldstone Financial Group's official website and social media links?

Goldstone Financial Group's official website is goldstonefinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Goldstone Financial Group generate?

As of September 2026, Goldstone Financial Group's annual revenue is estimated to be $50M - $100M.

What is Goldstone Financial Group's SIC code and NAICS code?

Goldstone Financial Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Goldstone Financial Group have currently?

As of September 2026, Goldstone Financial Group has approximately 47 employees across 2 continents, including North America and Europe. Key team members include Director: J. O., Controller: M. D. and Account Specialist: N. D. Explore Goldstone Financial Group's employee directory with LeadIQ.

What industry does Goldstone Financial Group belong to?

Goldstone Financial Group operates in the Financial Services industry.

What technology does Goldstone Financial Group use?

Goldstone Financial Group's tech stack includes Google Ads, Microsoft Clarity, Calendly, WordPress, Simpli.fi, Microsoft 365, Google Cloud and Wistia.

What is Goldstone Financial Group's email format?

Goldstone Financial Group's email format typically follows the pattern of FLast@goldstonefinancialgroup.com. Find more Goldstone Financial Group email formats with LeadIQ.

When was Goldstone Financial Group founded?

Goldstone Financial Group was founded in 2008.

Goldstone Financial Group

Q: How many employees does Goldstone Financial Group have currently?

Goldstone Financial Group has approximately 47 employees.

Q: What technology does Goldstone Financial Group use?

Goldstone Financial Group's tech stack includes cdnjs, Slick, Google Hosted Libraries, Clipboard.js, Google Maps.

Financial ServicesIllinois, United States11-50 Employees

Goldstone Financial Group operates in the financial services sector, offering comprehensive financial planning aimed at helping clients pursue long-term goals through personalized strategies rather than a product-centric approach. The firm emphasizes ongoing partnership and adaptable plans designed to deliver consistent, reliable returns across varying market conditions, reflecting a focus on durable retirement and wealth management outcomes. Based in Oakbrook Terrace, Illinois, the company has expanded its footprint to include offices in Ohio, Tennessee, and Wisconsin, and maintains a client-facing presence through its local offices and online channels.

Targeting individual investors seeking holistic financial guidance, Goldstone Financial Group positions itself as a solutions provider that builds in-depth understanding of each client’s objectives and risks, with services described as investment advisory offerings managed by Goldstone Financial Group, LLC, a Registered Investment Advisor. Recent activity references expansions into Tennessee and updates to retirement planning offerings, such as Roth IRA guidance and related maximization services, illustrating ongoing development of its advisory capabilities. The firm communicates contactability via regional offices and a schedule for introductory consultations.

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