Insights

Small Firm Opportunity Holten Financial Group is a boutique insurance firm with a lean headcount (2-10 employees) and annual revenue between one and ten million. This suggests opportunities for cost optimization, scalable coverage plans, and technology-enabled processes that improve efficiency without large enterprise commitments.

SMB Insurance Needs With a focused client base of businesses and individuals, there is potential to cross-sell bundled insurance programs, risk management services, and personalized consultative offerings that reduce total cost of risk for small to mid-sized clients.

Tech Modernization Current tech stack shows reliance on Google Workspace and GoDaddy; potential to introduce modern policy administration tools, CRM integrations, and cloud-based analytics to streamline client onboarding, underwriting support, and policy renewals.

Growth Readiness Revenue in the mid-range indicates capacity for selective growth initiatives such as digital marketing, strategic partnerships, or targeted advisor staffing to expand service footprint while maintaining service levels.

Competitive Positioning Industry peers in the sample are large, well capitalized players; Holten can emphasize agility, personalized service, and local expertise to differentiate, while exploring alliances with larger firms for access to broader product suites.

Similar companies to Holten Financial Group, Inc.

Holten Financial Group, Inc. Tech Stack

Holten Financial Group, Inc. uses 2 technology products and services including Google Workspace, GoDaddy, and more. Explore Holten Financial Group, Inc.'s tech stack below.

Holten Financial Group, Inc.'s Email Address Formats

Holten Financial Group, Inc. uses at least 1 email format:
Holten Financial Group, Inc. Email FormatsExamplePercentage
FLast@holtenfinancial.comJDoe@holtenfinancial.com
100%

Frequently Asked Questions

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

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You can contact Holten 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 Holten Financial Group, Inc.'s official website and social media links?

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

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

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As of September 2026, Holten Financial Group, Inc.'s annual revenue is estimated to be $1M - $10M.

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

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Holten Financial Group, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

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

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As of September 2026, Holten Financial Group, Inc. has approximately 2 employees across 1 continents, including Europe. Key team members include Vice President: N. W. and Representative: A. H. Explore Holten Financial Group, Inc.'s employee directory with LeadIQ.

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

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Holten Financial Group, Inc. operates in the Insurance industry.

What technology does Holten Financial Group, Inc. use?

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Holten Financial Group, Inc.'s tech stack includes Google Workspace and GoDaddy.

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

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Holten Financial Group, Inc.'s email format typically follows the pattern of FLast@holtenfinancial.com. Find more Holten Financial Group, Inc. email formats with LeadIQ.
Holten Financial Group, Inc. logo

Holten Financial Group, Inc.

InsuranceIllinois, United States2-10 Employees

Holten Financial Group, Inc. operates within the insurance sector, focusing on planning, developing, and implementing insurance programs for both businesses and individuals. The company aims to help clients manage risk, reduce costs, and improve existing insurance arrangements through advisory and program design services. Based in Dekalb, Illinois, the firm serves a small professional team and has established a multi-decade track record in its field. Its approach centers on understanding client needs and tailoring insurance solutions accordingly, reflecting a business-to-business and business-to-people service model in a regional market.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Holten Financial Group, Inc.'s revenue is estimated to be in the range of $1M - $10M

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