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Insights

Focused Investment Strategy IRON Financial specializes in high-net-worth clients and offers tailored wealth management solutions that include diversified portfolios, private investments, and estate planning, indicating opportunities for premium financial services and customized products.

Technology-Enabled Operations With a scalable tech stack utilizing WordPress Multisite, DigitalOcean hosting, and advanced analytics tools like Google Tag Manager, IRON Financial values efficient, modern platform solutions that can be further optimized or integrated with innovative fintech tools.

Active Portfolio Growth Recent investments in notable equities such as Gilead Sciences, Public Storage, and Ambev demonstrate their active asset management approach, offering prospects to introduce complementary investment products or strategic advisory services.

Market Presence & Expansion Though a relatively small firm with 11-50 employees, IRON Financial’s focus on high-quality personalized services suggests potential for partnerships or offerings that enhance scalability and expand their client base.

Financial Health & Revenue With revenues estimated between $25 million and $50 million, the firm appears financially stable, providing opportunities to upsell advanced wealth management solutions, alternative investments, and personalized advisory services tailored to affluent clients.

IRON Financial Tech Stack

IRON Financial uses 8 technology products and services including Select2, OWL Carousel, imagesLoaded, and more. Explore IRON Financial's tech stack below.

  • Select2
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • imagesLoaded
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • WordPress Multisite
    Web Hosting
  • DigitalOcean Web Hosting
    Web Hosting
  • Apache HTTP Server
    Web Servers

Media & News

IRON Financial's Email Address Formats

IRON Financial uses at least 1 format(s):
IRON Financial Email FormatsExamplePercentage
First.Last@ironfinancial.comJohn.Doe@ironfinancial.com
62%
Last@ironfinancial.comDoe@ironfinancial.com
21%
FLast@ironfinancial.comJDoe@ironfinancial.com
12%
FirstL@ironfinancial.comJohnD@ironfinancial.com
5%

Frequently Asked Questions

Where is IRON Financial's headquarters located?

Minus sign iconPlus sign iconIRON Financial's main headquarters is located at 630 Dundee Road, Suite 200. The company has employees across 1 continents, including North America.

What is IRON Financial's phone number?

Minus sign iconPlus sign icon You can contact IRON Financial's main corporate office by phone at
+1-847-715-****
. 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 IRON Financial's official website and social media links?

Minus sign iconPlus sign iconIRON Financial's official website is ironfinancial.com and has social profiles on LinkedIn.

What is IRON Financial's NAICS code?

Minus sign iconPlus sign iconIRON Financial's NAICS code is 52 - Finance and Insurance.

How many employees does IRON Financial have currently?

Minus sign iconPlus sign iconAs of December 2025, IRON Financial has approximately 25 employees across 1 continents, including North America. Key team members include Senior Managing Director, Partner: Z. S.Owner: F. S.Director Of Marketing: S. A.. Explore IRON Financial's employee directory with LeadIQ.

What industry does IRON Financial belong to?

Minus sign iconPlus sign iconIRON Financial operates in the Financial Services industry.

What technology does IRON Financial use?

Minus sign iconPlus sign iconIRON Financial's tech stack includes Select2OWL CarouselimagesLoadedYoast SEOGoogle Tag ManagerWordPress MultisiteDigitalOcean Web HostingApache HTTP Server.

What is IRON Financial's email format?

Minus sign iconPlus sign iconIRON Financial's email format typically follows the pattern of First.Last@ironfinancial.com. Find more IRON Financial email formats with LeadIQ.

When was IRON Financial founded?

Minus sign iconPlus sign iconIRON Financial was founded in 1994.

IRON Financial

Financial ServicesIllinois, United States11-50 Employees

With over 30 years of experience, IRON Financial is an independent investment and wealth management firm. IRON provides high-net-worth individuals, advisors, and corporations with tailored wealth planning, investment management, and private alternative investments.
 
Our full-service platform integrates asset management, estate and trust planning, financial advisory, and direct in-house research and trading. We specialize in curating growth and income strategies, offering diversified portfolio exposure through individual securities, ETFs, and unique private investments.
 
At IRON Financial, we prioritize strong operations, scalable technology, and a client-first approach. Our team of seasoned professionals delivers sophisticated investment solutions backed by rigorous due diligence and deep industry expertise.
 
Connect with us on LinkedIn or visit us at ironfinancial.com.

Section iconCompany Overview

Headquarters
630 Dundee Road, Suite 200
Phone number
+1-847-715-****
Website
ironfinancial.com
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    IRON Financial's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    IRON Financial's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    Z. S.
    Senior Managing Director, Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. S.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Director Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S.
    Director Of Investment Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. A.
    Manager Of Corporate Retirement
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    C. E. A.
    Senior Institutional Fiduciary Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Marketing Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Client Service Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Client Service Specialist
    Phone icon
    Mobile Phone

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