Insights

Targeted client base Small team financial group focused on individuals and businesses with life insurance and employee benefits offerings, presenting a growth opportunity through expanding product kits and cross-selling to existing clients.

Diversified product use Offerings include college funding, retirement, long-term care, and lifetime income strategies, enabling upsell and bundling of insurance with advisory and securities services for a broader client financial plan.

Strategic partnerships Affiliations with NYL, NYLIFE Securities, and Eagle Strategies indicate access to a broad product shelf and credible co-branding leverage for trust-building with potential clients.

Digital and tech leverage Current tech stack (iCIMS, Calendly, Salesforce, Azure, OneTrust, AWS) supports lead capture, scheduling, CRM automation, and security compliance, enabling scalable outreach and client onboarding.

Revenue and growth signals Revenue in the range of one to ten million with a lean headcount suggests a high-potential upsell opportunity through expanded services, geography, and advisory offerings to increase wallet share.

Similar companies to Hudson Pendleton Financial Group

Hudson Pendleton Financial Group Tech Stack

Hudson Pendleton Financial Group uses 8 technology products and services including iCIMS, Calendly, Amazon Web Services, and more. Explore Hudson Pendleton Financial Group's tech stack below.

Hudson Pendleton Financial Group's Email Address Formats

Hudson Pendleton Financial Group uses at least 1 email format:
Hudson Pendleton Financial Group Email FormatsExamplePercentage
First@hudsonpendleton.netJohn@hudsonpendleton.net
100%

Frequently Asked Questions

What is Hudson Pendleton Financial Group's official website and social media links?

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Hudson Pendleton Financial Group's official website is hudsonpendleton.net and has social profiles on LinkedIn.

How much revenue does Hudson Pendleton Financial Group generate?

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As of October 2026, Hudson Pendleton Financial Group's annual revenue is estimated to be $1M - $10M.

What is Hudson Pendleton Financial Group's NAICS code?

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Hudson Pendleton Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Hudson Pendleton Financial Group have currently?

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As of October 2026, Hudson Pendleton Financial Group has approximately 6 employees across 1 continents, including North America. Key team members include Principal And Co-Founder: J. H., Plans And Protection Chief: T. P. and Principal: N. P. Explore Hudson Pendleton Financial Group's employee directory with LeadIQ.

What industry does Hudson Pendleton Financial Group belong to?

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Hudson Pendleton Financial Group operates in the Financial Services industry.

What technology does Hudson Pendleton Financial Group use?

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Hudson Pendleton Financial Group's tech stack includes iCIMS, Calendly, Amazon Web Services, OneTrust, Salesforce, Microsoft Azure, Piwik and Piwik PRO Core.

What is Hudson Pendleton Financial Group's email format?

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Hudson Pendleton Financial Group's email format typically follows the pattern of First@hudsonpendleton.net. Find more Hudson Pendleton Financial Group email formats with LeadIQ.

When was Hudson Pendleton Financial Group founded?

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Hudson Pendleton Financial Group was founded in 1998.
Hudson Pendleton Financial Group logo

Hudson Pendleton Financial Group

Financial ServicesGeorgia, United States2-10 Employees

Hudson Pendleton Financial Group operates in the financial services sector from its base in Columbus, Georgia. The firm focuses on educating individuals about life insurance and financial strategies, aiming to help clients create customized plans and access a range of solutions that address insurance, retirement, college funding, long-term care costs, and lifetime income needs. Its offerings are designed for both individuals and businesses, providing insurance products and advisory services through licensed agents and affiliated entities.
The company works with clients to determine suitable financial solutions and emphasizes personalized plans. It is associated with professionals licensed to sell insurance and provide securities products through established financial networks, including relationships with New York Life Insurance Company and its affiliates, and operates with Registered Investment Adviser support through Eagle Strategies LLC. Based in Columbus, Hudson Pendleton Financial Group positions itself within the broader financial services landscape, serving residents in its region while noting that its agents may hold licenses in multiple jurisdictions.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Hudson Pendleton Financial Group's revenue is estimated to be in the range of $1M - $10M

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