Insights

Strategic buyers Infinex is a broker-dealer owned by financial institutions with a nationwide footprint across community banks and credit unions, indicating strong potential for partnerships or white-label programs with institutions seeking enhanced wealth and insurance services.

Tech platform The proprietary Infinet platform plus a tech stack including Google Cloud, Azure, HubSpot and analytics tools suggests opportunities to upsell advanced technology integrations, data analytics services, or marketing automation enhancements for partner programs.

Growth engine Recent and historic partnerships (Totumrisk, TIFIN Wealth, Jemstep) and the 2022 Advisor Group acquisition indicate a market of collaboration-rich programs; target institutions may be receptive to additional referral generation tools and deployment support to scale revenue.

Revenue potential Reported revenue range and high payout, low client fees model imply attractive economics for affiliated advisors; identify institutions aiming to optimize profitability through higher-value wealth management and life insurance services.

Expansion signals Multiple office locations and a client-centric service model focused on program managers and licensed staff point to expansion-ready opportunities, including onboarding new bank/credit union partners or expanding existing programs in underpenetrated regions.

Similar companies to Infinex Financial Group

Infinex Financial Group Tech Stack

Infinex Financial Group uses 8 technology products and services including Wix, Wix eCommerce, Google Cloud, and more. Explore Infinex Financial Group's tech stack below.

Media & News

Infinex Financial Group's Email Address Formats

Infinex Financial Group uses at least 3 email formats:
Infinex Financial Group Email FormatsExamplePercentage
FLast@infinexgroup.comJDoe@infinexgroup.com
92%
Last@infinexgroup.comDoe@infinexgroup.com
5%
First.Last@infinexgroup.comJohn.Doe@infinexgroup.com
3%

Frequently Asked Questions

What is Infinex Financial Group's phone number?

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You can contact Infinex Financial Group'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 Infinex Financial Group's official website and social media links?

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Infinex Financial Group's official website is infinexgroup.com and has social profiles on LinkedIn.

How much revenue does Infinex Financial Group generate?

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As of July 2026, Infinex Financial Group's annual revenue is estimated to be $50M - $100M.

What is Infinex Financial Group's SIC code and NAICS code?

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Infinex Financial Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Infinex Financial Group have currently?

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As of July 2026, Infinex Financial Group has approximately 216 employees across 4 continents, including North America, Asia and Africa. Key team members include Vice President Infinex Financial Group: C. C., Vice President Financial Consultant: D. K. and Vice President Financial Consultant: J. S. Explore Infinex Financial Group's employee directory with LeadIQ.

What industry does Infinex Financial Group belong to?

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Infinex Financial Group operates in the Financial Services industry.

What technology does Infinex Financial Group use?

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Infinex Financial Group's tech stack includes Wix, Wix eCommerce, Google Cloud, Sentry, Constant Contact, HubSpot, Microsoft Azure and Piwik.

What is Infinex Financial Group's email format?

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Infinex Financial Group's email format typically follows the pattern of FLast@infinexgroup.com. Find more Infinex Financial Group email formats with LeadIQ.

When was Infinex Financial Group founded?

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Infinex Financial Group was founded in 1993.
Infinex Financial Group logo

Infinex Financial Group

Financial ServicesConnecticut, United States201-500 Employees

Founded in 1993, Infinex Financial Group operates as a broker-dealer largely owned by banks, with its headquarters in Meriden, Connecticut and additional offices in Napa, California and Virginia. The firm provides securities and advisory services, along with select insurance products, to financial institutions and the programs they run, supporting wealth, investment and insurance initiatives. Its service model emphasizes in-field, personalized relationship management and aims to improve workflow for program managers, advisors, and licensed-branch staff.

Infinex leans on a technology-enabled approach, delivering integrated support through its proprietary platform, Infinet, and through marketing, referral and growth tools intended to expand institutional relationships. The company positions itself within the financial services industry as a broker-dealer and partner to financial institutions that manage client programs. In recent years it has pursued partnerships with Totum Wealth and TIFIN Wealth to broaden collaboration with financial institutions.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
201-500

Section iconFunding & Financials

  • $50M - $100M

    Infinex Financial Group's revenue is estimated to be in the range of $50M - $100M

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