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Insights

Independent wealth care IMG Financial Group positions itself as an independent, full-service wealth and holistic planning firm with a long-standing presence. This suggests an opportunity to upsell advanced planning, estate, tax, and fiduciary services to existing clients seeking comprehensive, unbiased financial guidance.

Nationwide reach Serving individuals, families, and business owners across the U.S. indicates potential to expand into additional regional markets or industries, including retirement planning for small to mid-sized business owners and corporate executives seeking cross-state wealth management solutions.

Tech-enabled advisory The tech stack includes cloud services, security training, and monitoring tools (AWS, Datadog, KnowBe4). This enables differentiated offerings such as scalable virtual advisory, enhanced data security for high-net-worth clients, and digital onboarding to accelerate client acquisition.

Financial scale signals Reported revenue in the 1B to 10B range alongside 51-200 employees aligns with mid-market midway; sales opportunities exist to cross-sell technology-enabled risk management, investment ops efficiency, and institutional-grade reporting to affluent client segments and family offices.

Partner with Cetera Securities are offered through Cetera Wealth Services and advisory services via Cetera Investment Advisers. This channel presents joint sales opportunities to expand product footprints, co-branding ventures, and bundled service offerings for clients seeking integrated custodial and advisory relationships.

Similar companies to IMG Financial Group, Inc.

IMG Financial Group, Inc. Tech Stack

IMG Financial Group, Inc. uses 8 technology products and services including Amazon Web Services, Drupal, Lightbox, and more. Explore IMG Financial Group, Inc.'s tech stack below.

IMG Financial Group, Inc.'s Email Address Formats

IMG Financial Group, Inc. uses at least 4 email formats:
IMG Financial Group, Inc. Email FormatsExamplePercentage
First.Last@imgfinancialgroup.comJohn.Doe@imgfinancialgroup.com
92%
FirstLast@imgfinancialgroup.comJohnDoe@imgfinancialgroup.com
3%
FLast@imgfinancialgroup.comJDoe@imgfinancialgroup.com
3%
First@imgfinancialgroup.comJohn@imgfinancialgroup.com
2%

Frequently Asked Questions

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

Minus sign iconPlus sign icon You can contact IMG Financial Group, Inc.'s main corporate office by phone at
+1-713-622-****
. 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 IMG Financial Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconIMG Financial Group, Inc.'s official website is imgfinancialgroup.com and has social profiles on LinkedIn.

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

Minus sign iconPlus sign icon As of September 2026, IMG Financial Group, Inc.'s annual revenue is estimated to be $1B - $10B.

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

Minus sign iconPlus sign iconIMG Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs of September 2026, IMG Financial Group, Inc. has approximately 92 employees across 4 continents, including North America, Asia and Europe. Key team members include President: L. N., Senior Vice President: M. W. and Marketing Director: D. I. Explore IMG Financial Group, Inc.'s employee directory with LeadIQ.

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

Minus sign iconPlus sign iconIMG Financial Group, Inc. operates in the Financial Services industry.

What technology does IMG Financial Group, Inc. use?

Minus sign iconPlus sign iconIMG Financial Group, Inc.'s tech stack includes Amazon Web Services, Drupal, Lightbox, Datadog, KnowBe4, X-XSS-Protection, Vimeo and Adobe Creative Suite.

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

Minus sign iconPlus sign iconIMG Financial Group, Inc.'s email format typically follows the pattern of First.Last@imgfinancialgroup.com. Find more IMG Financial Group, Inc. email formats with LeadIQ.

When was IMG Financial Group, Inc. founded?

Minus sign iconPlus sign iconIMG Financial Group, Inc. was founded in 1981.
IMG Financial Group, Inc. logo

IMG Financial Group, Inc.

Financial ServicesTexas, United States51-200 Employees

IMG Financial Group, Inc. is a financial services firm focused on wealth management and holistic financial planning for individuals, families, and business owners across the United States. The firm emphasizes helping clients understand, protect, and grow their financial potential through a comprehensive approach that goes beyond traditional investment management. Its planning covers multiple aspects of a client’s financial life, aiming to improve efficiency and support long-term objectives.

Based in Houston, Texas, IMG positions itself as an independent, full-service firm with a long-established presence in the industry. Securities are offered through Cetera Wealth Services, LLC (FINRA/SIPC), and advisory services through Cetera Investment Advisers LLC, with Cetera entities operating separately from IMG, which is independently owned and operated. The company serves a nationwide client base, including individuals, families, and business owners, seeking objective guidance to navigate and manage their financial affairs.

Section iconCompany Overview

Phone number
+1-713-622-****
Website
imgfinancialgroup.com
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
51-200

Section iconFunding & Financials

  • $1B - $10B

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

Company Leadership

  • President at IMG Financial Group, Inc.
    L. N.
    President
    Mobile Phone
  • Senior Vice President at IMG Financial Group, Inc.
    M. W.
    Senior Vice President
    Mobile Phone
  • Marketing Director at IMG Financial Group, Inc.
    D. I.
    Marketing Director
    Mobile Phone
  • Director Of Marketing, Integrated Financial Group at IMG Financial Group, Inc.
    R. C.
    Director Of Marketing, Integrated Financial Group
    Mobile Phone
  • Marketing Director at IMG Financial Group, Inc.
    E. T.
    Marketing Director
    Mobile Phone

Employee Directory

  • Ofw at IMG Financial Group, Inc.
    V. A.
    Ofw
    Mobile Phone
  • Finance Advisor at IMG Financial Group, Inc.
    J. M.
    Finance Advisor
    Mobile Phone
  • Client Services Coordinator at IMG Financial Group, Inc.
    A. P.
    Client Services Coordinator
    Mobile Phone
  • Client Services Coordinator at IMG Financial Group, Inc.
    J. G.
    Client Services Coordinator
    Mobile Phone
  • Assistant at IMG Financial Group, Inc.
    K. R.
    Assistant
    Mobile Phone

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