Insights

Acquisition momentum Recent private equity-backed acquisition and management team expansion at Closed NewCo GmbH signals a growth trajectory and potential cross-sell opportunities in financial services, tech-enabled solutions, and customer experience optimization.

Digital footprint Tech stack includes data analytics and marketing tools (Looker, Quantcast Measure, Google Tag Manager) and social media engagement (TikTok). This indicates a readiness to adopt marketing automation, analytics, and scalable customer-engagement solutions.

Financial scale Reported revenue in the range of 100M to 250M with a mid-size employee base suggests opportunities for enterprise-focused financial services partnerships, risk management, and technology uplift without the constraint of bleeding-edge quarterly closure.

Industry positioning Operating in financial services with a broad partner ecosystem implied by multiple assets and investments; potential for collaborations around fintech integrations, data security, regulatory compliance, and customer-service optimization.

Growth opportunities Active leadership updates and expansion plans indicate a company open to strategic vendors for sales enablement, CRM and marketing automation, digital health record integrations, and customer experience enhancements.

Similar companies to J.D. Mellberg Financial

J.D. Mellberg Financial Tech Stack

J.D. Mellberg Financial uses 8 technology products and services including Quantcast Measure, Looker, Adobe Premiere Pro, and more. Explore J.D. Mellberg Financial's tech stack below.

  • Quantcast Measure
    Analytics
  • Looker
    Analytics
  • Adobe Premiere Pro
    Audio, Video, Graphics
  • TikTok
    Audio, Video, Graphics
  • Redis
    Database
  • Priority Hints
    Performance
  • HTML
    Programming Languages
  • Google Tag Manager
    Tag Management

Media & News

J.D. Mellberg Financial's Email Address Formats

J.D. Mellberg Financial uses at least 2 format(s):
J.D. Mellberg Financial Email FormatsExamplePercentage
FLast@jdmellberg.comJDoe@jdmellberg.com
98%
Last@jdmellberg.comDoe@jdmellberg.com
1%
FiLast@jdmellberg.comJoDoe@jdmellberg.com
1%
First.Last@closed.comJohn.Doe@closed.com
89%
Last@closed.comDoe@closed.com
7%
FirstLast@closed.comJohnDoe@closed.com
2%
First@closed.comJohn@closed.com
2%

Frequently Asked Questions

Where is J.D. Mellberg Financial's headquarters located?

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J.D. Mellberg Financial's main headquarters is located at Tucson, Arizona 85741 United States. The company has employees across 2 continents, including North AmericaAsia.

What is J.D. Mellberg Financial's phone number?

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You can contact J.D. Mellberg Financial'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 J.D. Mellberg Financial's official website and social media links?

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J.D. Mellberg Financial's official website is closed.com and has social profiles on LinkedIn.

What is J.D. Mellberg Financial's SIC code NAICS code?

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J.D. Mellberg Financial's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does J.D. Mellberg Financial have currently?

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As of June 2026, J.D. Mellberg Financial has approximately 103 employees across 2 continents, including North AmericaAsia. Key team members include Chief Business Officer: J. J.Vice President Marketing: P. R.Vice President Marketing F2f Advisor Elite Program: P. R.. Explore J.D. Mellberg Financial's employee directory with LeadIQ.

What industry does J.D. Mellberg Financial belong to?

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J.D. Mellberg Financial operates in the Financial Services industry.

What technology does J.D. Mellberg Financial use?

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J.D. Mellberg Financial's tech stack includes Quantcast MeasureLookerAdobe Premiere ProTikTokRedisPriority HintsHTMLGoogle Tag Manager.

What is J.D. Mellberg Financial's email format?

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J.D. Mellberg Financial's email format typically follows the pattern of FLast@jdmellberg.com. Find more J.D. Mellberg Financial email formats with LeadIQ.

When was J.D. Mellberg Financial founded?

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J.D. Mellberg Financial was founded in 2005.
J.D. Mellberg Financial logo

J.D. Mellberg Financial

Financial ServicesArizona, United States51-200 Employees

J.D. Mellberg Financial is a mid-sized financial services firm based in Tucson, Arizona. It operates within the financial services industry and has been acquired by private equity. The available information does not detail its specific product offerings or client segments. As a private equity-backed company, the ownership structure has undergone a change not elaborated in the data. The overall data provides no exact figure for staff levels beyond a general mid-sized designation.

Section iconCompany Overview

Headquarters
Tucson, Arizona 85741 United States
Phone number
Website
closed.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    J.D. Mellberg Financial's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    J.D. Mellberg Financial's revenue is estimated to be in the range of $100M$250M

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