Insights

Established Industry Presence Greystone Financial Services has been a leading player in the UK investment management sector since 1989, demonstrating stable operations and strong market recognition that can foster long-term Partnership opportunities.

Acquisition Backing Being acquired by Focus Financial Partners in 2008 signifies a robust financial backing and strategic alignment, indicating potential for growth investments and expanded service capabilities.

Client Diversification With a broad range of financial planning needs from investment to estate planning, Greystone presents opportunities to cross-sell technology solutions, compliance services, or enhanced advisory tools tailored to high-net-worth clients.

Technology Stack Utilizing modern cloud and web technologies such as Google Cloud and JSON-LD, the firm is open to digital transformation initiatives, cybersecurity enhancements, and client engagement platforms.

Revenue Potential Revenue estimates between 25 and 50 million dollars, along with a sizable employee base, indicate significant market presence, making Greystone a promising target for enterprise solutions that support operational efficiency and client management.

Similar companies to Greystone Financial Services

Greystone Financial Services Tech Stack

Greystone Financial Services uses 8 technology products and services including WordPress, Font Awesome, Google Cloud, and more. Explore Greystone Financial Services's tech stack below.

  • WordPress
    Content Management System
  • Font Awesome
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • JSON-LD
    Javascript Frameworks
  • Hammer.js
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Onsen UI
    Software Development

Greystone Financial Services's Email Address Formats

Greystone Financial Services uses at least 1 format(s):
Greystone Financial Services Email FormatsExamplePercentage
FLast@greystonefs.co.ukJDoe@greystonefs.co.uk
49%
First.Last@greystonefs.co.ukJohn.Doe@greystonefs.co.uk
2%
FLast@greystonefs.co.ukJDoe@greystonefs.co.uk
49%

Frequently Asked Questions

What is Greystone Financial Services's phone number?

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You can contact Greystone Financial Services'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 Greystone Financial Services's official website and social media links?

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Greystone Financial Services's official website is greystonefs.co.uk and has social profiles on LinkedIn.

What is Greystone Financial Services's SIC code NAICS code?

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Greystone Financial Services's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Greystone Financial Services have currently?

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As of December 2025, Greystone Financial Services has approximately 79 employees across 2 continents, including EuropeNorth America. Key team members include Head Of Multi-Asset | Investment Director: J. M.Owner: C. M.Owner: R. B.. Explore Greystone Financial Services's employee directory with LeadIQ.

What industry does Greystone Financial Services belong to?

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Greystone Financial Services operates in the Investment Management industry.

What technology does Greystone Financial Services use?

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Greystone Financial Services's tech stack includes WordPressFont AwesomeGoogle CloudJSON-LDHammer.jsjQuery MigratejQueryOnsen UI.

What is Greystone Financial Services's email format?

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Greystone Financial Services's email format typically follows the pattern of FLast@greystonefs.co.uk. Find more Greystone Financial Services email formats with LeadIQ.

When was Greystone Financial Services founded?

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Greystone Financial Services was founded in 1998.

Greystone Financial Services

Investment ManagementTrf, United Kingdom51-200 Employees

Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK. 

We are led and managed by the same Directors and employ many of the same staff who have been with the company since it was founded.

Our clients come to us with a diverse range of financial planning needs, including the desire to invest, plan for their retirement, mitigate taxation and estate planning.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1998
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Greystone Financial Services's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Greystone Financial Services's revenue is estimated to be in the range of $25M$50M

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