Insights

Public market access Greentree Financial Group specializes in helping smaller to mid-sized companies access public markets through listings on OTC, AMEX, NASDAQ, and NYSE, signaling a sales opportunity to firms seeking capital raise, liquidity, or strategic acquisitions.

Advisory & governance Recent partnership activity with Cardiff Lexington Corp underscores Greentree’s strength in corporate governance, financial reporting, and public markets compliance, suggesting a target for firms needing robust governance and regulatory support to prepare for or maintain public engagements.

Strong deal flow Greentree maintains a broad network of bankers, attorneys, CPAs, and professionals with experience across numerous listings, indicating potential to source clients across various stages of readiness who require capital planning, strategic positioning, and listing advisory.

Growth capital focus Company description highlights assisting smaller and medium-sized companies with working capital challenges and distribution growth, presenting opportunities to pitch capital strategy, financing options, and market expansion plans to growth-focused firms.

Regional expansion fit With offices in Florida and North Carolina and a track record of helping local firms scale regionally or nationally, Greentree could target regional players seeking public market exposure as a path to scalable growth and acquisitions.

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
  • Font Awesome
    Font Scripts
  • PHP
    Programming Languages
  • HSTS
    Security
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers

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

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

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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?

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

How much revenue does Greentree Financial Group, Inc. generate?

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As of July 2026, Greentree Financial Group, Inc.'s annual revenue is estimated to be $10M - $25M.

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

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Greentree Financial Group, Inc.'s SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

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

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As of July 2026, Greentree Financial Group, Inc. has approximately 11 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Vice-President: J. H.Administrative Assistant: J. S.: V. S.. Explore Greentree Financial Group, Inc.'s employee directory with LeadIQ.

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

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Greentree Financial Group, Inc. operates in the Financial Services industry.

What technology does Greentree Financial Group, Inc. use?

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Greentree Financial Group, Inc.'s tech stack includes WP RocketCloudflare CDNMySQLFont AwesomePHPHSTSGoogle AnalyticsNginx.

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

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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?

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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

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
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

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