Insights

Diversified Financial Solutions Gradient Financial Group offers a wide range of financial products including insurance, investment advisory, asset management, and mortgage banking, providing ample cross-selling opportunities for financial advisors to expand their service offerings to existing clients.

Investment Activity The company actively invests in major assets such as Marsh & McLennan, Prologis, and Cincinnati Financial, indicating a strategic openness to further investment products and securities that can be introduced to high-net-worth clients seeking diversified portfolios.

Technology Investment With a robust tech stack including AWS, Salesforce, and modern security measures, Gradient is positioned to leverage digital channels and customized financial solutions, supporting outreach and service expansion in the digital era.

Market Positioning Operating in a competitive landscape with firms like Royal Alliance and Cetera Financial, Gradient's emphasis on relationship-driven service and family-oriented culture offers a unique value proposition that can be emphasized in client acquisition strategies.

Growth Revenue Range Generating between $100M and $250M in revenue and employing up to 500 professionals, Gradient presents opportunities to target mid-sized financial organizations for strategic partnerships, joint ventures, or client referrals for mutual growth.

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

Media & News

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 January 2026, Gradient Financial Group has approximately 213 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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