Insights

Strategic Acquisition The recent sale of assets to Hub International indicates an expansion strategy that may open opportunities for integrated service offerings, especially in employee benefits and risk management consulting.

Revenue Potential With an estimated revenue range of $10 million to $25 million, HUB CSi Advisory Services demonstrates strong market presence in retirement consulting, suggesting opportunities to upsell advanced wealth management and financial coaching solutions.

Technology Stack Utilizing diverse tools like Google Analytics, Sentry, and Wix eCommerce signals a digital-first approach, which could be leveraged to introduce innovative client engagement platforms or data analytics services.

Market Position Operating within a competitive landscape alongside firms like CRA International and Cornerstone Research, HUB CSi Advisory Services can benefit from targeted solutions that enhance client outcomes and differentiation.

Client Needs Their focus on participant outcomes and financial coaching aligns with increasing demand for comprehensive retirement planning solutions, presenting cross-selling opportunities in technology-enabled financial wellness programs.

HUB CSi Advisory Services Tech Stack

HUB CSi Advisory Services uses 8 technology products and services including Webpack, Wix eCommerce, Google Cloud, and more. Explore HUB CSi Advisory Services's tech stack below.

Webpack

Development

Wix eCommerce

E-commerce

Google Cloud

Infrastructure As A Service

Sentry

Issue Trackers

RequireJS

Javascript Frameworks

Choices

Javascript Libraries

Onsen UI

Software Development

Google Analytics

Web Analytics

HUB CSi Advisory Services Email Formats	Example	Percentage
FLast@csiadvisoryservices.com	JDoe@csiadvisoryservices.com	70%
First.Last@csiadvisoryservices.com	John.Doe@csiadvisoryservices.com	30%

HUB CSi Advisory Services Email Formats

Example

Percentage

FLast@csiadvisoryservices.com

JDoe@csiadvisoryservices.com

70%

First.Last@csiadvisoryservices.com

John.Doe@csiadvisoryservices.com

30%

Frequently Asked Questions

What is HUB CSi Advisory Services's official website and social media links?

HUB CSi Advisory Services's official website is csiadvisoryservices.com and has social profiles on LinkedIn.

What is HUB CSi Advisory Services's NAICS code?

HUB CSi Advisory Services's NAICS code is 52 - Finance and Insurance.

How many employees does HUB CSi Advisory Services have currently?

As of July 2026, HUB CSi Advisory Services has approximately 13 employees across 1 continents, including North America. Key team members include Client Relations Professional: L. D.Executive Assistant: J. W.. Explore HUB CSi Advisory Services's employee directory with LeadIQ.

What industry does HUB CSi Advisory Services belong to?

HUB CSi Advisory Services operates in the Financial Services industry.

What technology does HUB CSi Advisory Services use?

HUB CSi Advisory Services's tech stack includes WebpackWix eCommerceGoogle CloudSentryRequireJSChoicesOnsen UIGoogle Analytics.

What is HUB CSi Advisory Services's email format?

HUB CSi Advisory Services's email format typically follows the pattern of FLast@csiadvisoryservices.com. Find more HUB CSi Advisory Services email formats with LeadIQ.

When was HUB CSi Advisory Services founded?

HUB CSi Advisory Services was founded in 1971.

HUB CSi Advisory Services

Q: How many employees does HUB CSi Advisory Services have currently?

HUB CSi Advisory Services has approximately 13 employees.

Q: What technology does HUB CSi Advisory Services use?

HUB CSi Advisory Services's tech stack includes WordPress.com, WebsiteBuilder, Priority Hints, MySQL, JSON-LD.

Q: What is HUB CSi Advisory Services's NAICS code?

HUB CSi Advisory Services's NAICS code is 52 (Finance and Insurance).

Financial ServicesIndiana, United States11-50 Employees

HUB CSi Advisory Services is a retirement plan consulting firm within the financial services industry, focusing on participant outcomes, investment outcomes, financial coaching, and wealth management. It operates as a division of HUB Retirement & Private Wealth and is based in Indianapolis, Indiana.

The company serves retirement plans and their participants, with securities offered through LPL Financial, investment advisory services via Global Retirement Partners, and insurance services through HUB International; Global Retirement Partners and HUB International are not affiliated with LPL Financial. In 2022, Hub International announced it had acquired the assets of CSi Advisory Services, signaling integration with HUB's broader platform. The organization maintains a website at csiadvisoryservices.com and exists as a small to mid-sized firm in the Indianapolis market.

Insights

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