Insights

Market Expansion Support Greentree Financial Group specializes in assisting small to medium-sized companies to access public markets, providing strategic guidance for raising capital or preparing for acquisitions. This creates opportunities to offer complementary financial advisory, investor relations, and capital markets services.

Focused Industry Niche With extensive experience working with over 300 public companies across various listing tiers, Greentree has built a strong network that can be leveraged to identify clients looking to list or expand their presence on US equities markets, opening doors for targeted listing and compliance solutions.

Recent Strategic Partnerships The recent partnership with Cardiff Lexington Corp highlights Greentree’s active involvement in corporate governance and financial compliance advisory, suggesting a potential opportunity to cross-sell governance, risk management, and regulatory consulting services.

Technology-Driven Approach Utilizing advanced web technologies including CDN, security measures, and site optimization tools, Greentree demonstrates a robust digital presence, presenting opportunities to offer cybersecurity, website optimization, and digital marketing solutions to enhance their online engagement.

Financial Confidence Operating within a competitive revenue range of 10 million to 25 million dollars, Greentree is likely seeking strategic partners to help scale their operations, improve client acquisition, and expand their service offerings within the financial advisory domain.

Greentree Financial Group, Inc. Tech Stack

Greentree Financial Group, Inc. uses 8 technology products and services including WP Rocket, Cloudflare CDN, MySQL, and more. Explore Greentree Financial Group, Inc.'s tech stack below.

  • WP Rocket
    Caching
  • Cloudflare CDN
    Content Delivery Network
  • MySQL
    Database
  • Punycode
    Font Scripts
  • X-XSS-Protection
    Security
  • reCAPTCHA
    Security
  • HTTP/3
    Web & Portal Technology
  • EWWW Image Optimizer
    Web Platform Extensions

Greentree Financial Group, Inc.'s Email Address Formats

Greentree Financial Group, Inc. uses at least 1 format(s):
Greentree Financial Group, Inc. Email FormatsExamplePercentage
FirstLast@gtfinancial.comJohnDoe@gtfinancial.com
83%
FLast@gtfinancial.comJDoe@gtfinancial.com
17%

Frequently Asked Questions

Where is Greentree Financial Group, Inc.'s headquarters located?

Minus sign iconPlus sign icon
Greentree Financial Group, Inc.'s main headquarters is located at 19720 Jetton Road Penthouse 3rd Floor Cornelius, North Carolina 28031 United States. The company has employees across 3 continents, including North AmericaAsiaOceania.

What is Greentree Financial Group, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Greentree Financial Group, Inc.'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 Greentree Financial Group, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Greentree Financial Group, Inc.'s official website is gtfinancial.com and has social profiles on LinkedIn.

What is Greentree Financial Group, Inc.'s NAICS code?

Minus sign iconPlus sign icon
Greentree Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Greentree Financial Group, Inc. have currently?

Minus sign iconPlus sign icon
As of June 2026, Greentree Financial Group, Inc. has approximately 11 employees across 3 continents, including North AmericaAsiaOceania. Key team members include President: M. B.Vp: C. C.Vice-President: J. H.. Explore Greentree Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Greentree Financial Group, Inc. belong to?

Minus sign iconPlus sign icon
Greentree Financial Group, Inc. operates in the Financial Services industry.

What technology does Greentree Financial Group, Inc. use?

Minus sign iconPlus sign icon
Greentree Financial Group, Inc.'s tech stack includes WP RocketCloudflare CDNMySQLPunycodeX-XSS-ProtectionreCAPTCHAHTTP/3EWWW Image Optimizer.

What is Greentree Financial Group, Inc.'s email format?

Minus sign iconPlus sign icon
Greentree Financial Group, Inc.'s email format typically follows the pattern of FirstLast@gtfinancial.com. Find more Greentree Financial Group, Inc. email formats with LeadIQ.

When was Greentree Financial Group, Inc. founded?

Minus sign iconPlus sign icon
Greentree Financial Group, Inc. was founded in 1999.
Greentree Financial Group, Inc. logo

Greentree Financial Group, Inc.

Financial ServicesNorth Carolina, United States11-50 Employees

Greentree Financial Group, Inc. is a financial services firm founded in 1999 that helps smaller to medium-sized companies access public markets, raise capital, or position themselves for acquisitions. Its work centers on enabling growth through listing options across U.S. equities, leveraging a network of bankers, attorneys, CPAs, and other professionals to support clients with sound business models aiming to expand. The company serves businesses seeking capital formation and distribution partnerships, including those pursuing regional or national scale, by guiding them through listing processes on exchanges such as OTC markets, AMEX, NASDAQ, and NYSE.

Headquartered in Cornelius, North Carolina, with operations in Florida and North Carolina, Greentree positions itself as a consultancy that can assist both growing private firms and public companies in meeting governance, financial reporting, and public market compliance needs. It emphasizes a readiness to discuss options with potential clients and to respond with cost-effective solutions, drawing on a broad network to create value for clients seeking expansion via U.S. market listings.

Section iconCompany Overview

Headquarters
19720 Jetton Road Penthouse 3rd Floor Cornelius, North Carolina 28031 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Greentree Financial Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Greentree Financial Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.