Insights

Diverse Financial Portfolio Gradient Financial Group offers a wide range of financial products including insurance, investment advisory, asset management, securities, mortgage banking, and tax services. This diversity provides opportunities to cross-sell complementary services to existing clients and expand client engagement.

Technology Integration With a strong tech stack featuring Amazon Web Services, Salesforce, and Nginx, Gradient emphasizes innovation and efficient client management. Leveraging this advanced infrastructure can facilitate targeted marketing and personalized offerings to prospects.

Active Investment Strategy The company has demonstrated a consistent pattern of making strategic investments in asset management companies like Marsh & McLennan and Prologis. This indicates potential for collaboration with firms in similar sectors or for offering tailored investment solutions to high-net-worth clients.

Strong Community Focus Gradient's commitment to family values and community initiatives, such as the Gradient Gives Back Foundation, enhances its brand loyalty and reputation. This focus suggests opportunities to engage prospects through corporate social responsibility initiatives.

Growth and Market Position With an estimated revenue between 100 and 250 million dollars and a sizable professional network, Gradient is well-positioned to target mid-market clients and financial professionals seeking a vibrant, collaborative environment dedicated to long-term success.

Gradient Financial Group Tech Stack

Gradient Financial Group uses 8 technology products and services including Amazon Web Services, cdnjs, Salesforce, and more. Explore Gradient Financial Group's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • cdnjs
    Content Delivery Network
  • Salesforce
    Customer Relationship Management
  • Amazon
    E-commerce
  • PHP
    Programming Languages
  • Linux
    Programming Languages
  • X-Content-Type-Options
    Web & Portal Technology
  • Nginx
    Web Servers

Gradient Financial Group's Email Address Formats

Gradient Financial Group uses at least 3 format(s):
Gradient Financial Group Email FormatsExamplePercentage
FLast@gradientfg.comJDoe@gradientfg.com
100%
FLast@gradientsecurities.comJDoe@gradientsecurities.com
89%
Last@gradientsecurities.comDoe@gradientsecurities.com
11%
First.Last@gradientfinancialgroup.comJohn.Doe@gradientfinancialgroup.com
94%
First@gradientfinancialgroup.comJohn@gradientfinancialgroup.com
6%

Frequently Asked Questions

What is Gradient Financial Group's phone number?

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You can contact Gradient Financial Group's main corporate office by phone at . 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 Gradient Financial Group's official website and social media links?

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Gradient Financial Group's official website is gradientfinancialgroup.com and has social profiles on LinkedIn.

What is Gradient Financial Group's NAICS code?

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Gradient Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Gradient Financial Group have currently?

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As of December 2025, Gradient Financial Group has approximately 217 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Ceo: C. L.Chief Executive Officer: P. P.Cfo: J. N.. Explore Gradient Financial Group's employee directory with LeadIQ.

What industry does Gradient Financial Group belong to?

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Gradient Financial Group operates in the Financial Services industry.

What technology does Gradient Financial Group use?

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Gradient Financial Group's tech stack includes Amazon Web ServicescdnjsSalesforceAmazonPHPLinuxX-Content-Type-OptionsNginx.

What is Gradient Financial Group's email format?

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

Gradient Financial Group

Financial ServicesMinnesota, United States201-500 Employees

We seek to inspire financial services professionals to build their businesses with vision for the future and to serve their clients by providing the best possible financial solutions. Our diverse portfolio of financial products and services includes insurance, investment advisory services, asset management, securities, mortgage banking, and our exclusive KonnexME platform. 

Relationships are the foundation of a successful business. We possess an unwavering commitment to our financial professionals and our employees and treat each individual like family.

Through much of the last decade, Founders Chuck and Tami Lucius have worked tirelessly to build a financial organization that is inspired by family and guided by responsibility, innovation, and relationships. Together, they set out to form an organization for independent financial professionals that is captivating, yet not captive, and a model operation for long-term success.

We hold the firm belief that an independent financial professional must also maintain a diverse business portfolio for long-term success. Through our wide array of products and services that include insurance, investment advisory services, asset management, tax preparation, securities, and mortgage banking, we help our network of affiliated financial professionals make the right choice for your family.

At Gradient, we promise an environment that is a natural extension of our values and one that thrives on innovation and ideas. From our annual Gradient Gala celebration to our Gradient Gives Back Foundation, you will find that family is the core of our business. Through lasting relationships that generate positive energy and results, we achieve long-term success, and we encourage our affiliated financial professionals to also maintain an unwavering commitment to client relationships.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    Gradient Financial Group's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Gradient Financial Group's revenue is estimated to be in the range of $100M$250M

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