Insights

Wealth in Women Initiative JM Finn recently launched the 'Wealth in Women' initiative, focusing on empowering women in financial decision-making. This presents a sales opportunity to tailor investment and wealth planning services to cater to this growing demographic and their unique needs.

Expansion to York With the expansion of offices to York, JM Finn has increased its geographic presence and potential client base. Sales development representatives can leverage this expansion to target new clients in the York region and establish relationships with individuals seeking wealth management services.

New Leadership and Expertise The hire of Mark Haines as Chief Technology Officer brings valuable expertise to JM Finn. Sales development teams can utilize this new technology leadership to enhance the firm's technological offerings, attracting tech-savvy clients looking for innovative wealth management solutions.

Strategic Board Appointments JM Finn's appointment of independent non-executive directors signals a focus on diverse perspectives and strategic governance. This presents a sales opportunity to align with the company's commitment to progressive leadership, appealing to clients who value transparency and good governance.

Operational Excellence The hiring of Todd Babbington as Head of Operations highlights JM Finn's commitment to operational efficiency. Sales development representatives can leverage this focus on streamlined operations to showcase the company's ability to deliver top-tier service to clients, potentially attracting those seeking a well-managed wealth management experience.

JM Finn Tech Stack

JM Finn uses 8 technology products and services including Ansible, OneTrust, Azure Active Directory, and more. Explore JM Finn's tech stack below.

  • Ansible
    Configuration Management
  • OneTrust
    Cookie Compliance
  • Azure Active Directory
    Identity And Access Management
  • PWA
    Miscellaneous
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics

Media & News

JM Finn's Email Address Formats

JM Finn uses at least 1 format(s):
JM Finn Email FormatsExamplePercentage
First.Last@jmfinn.comJohn.Doe@jmfinn.com
93%
Last@jmfinn.comDoe@jmfinn.com
4%
First.Middle@jmfinn.comJohn.Michael@jmfinn.com
3%

Frequently Asked Questions

Where is JM Finn's headquarters located?

Minus sign iconPlus sign icon
JM Finn's main headquarters is located at 25 Copthall Avenue London, EC2R 7AH GB. The company has employees across 4 continents, including EuropeNorth AmericaAsia.

What is JM Finn's phone number?

Minus sign iconPlus sign icon
You can contact JM Finn'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 JM Finn's official website and social media links?

Minus sign iconPlus sign icon
JM Finn's official website is jmfinn.com and has social profiles on LinkedIn.

How much revenue does JM Finn generate?

Minus sign iconPlus sign icon
As of October 2024, JM Finn's annual revenue reached $75M.

What is JM Finn's SIC code NAICS code?

Minus sign iconPlus sign icon
JM Finn's SIC code is 1611 - Highway and Street Construction, Except Elevated Highways NAICS code is 484220 - Specialized Freight (except Used Goods) Trucking, Local.

How many employees does JM Finn have currently?

Minus sign iconPlus sign icon
As of October 2024, JM Finn has approximately 296 employees across 4 continents, including EuropeNorth AmericaAsia. Key team members include Chief Executive Officer: H. B.Chief Operating Officer: M. H.Chief Financial Officer (cfo): D. M.. Explore JM Finn's employee directory with LeadIQ.

What industry does JM Finn belong to?

Minus sign iconPlus sign icon
JM Finn operates in the Financial Services industry.

What technology does JM Finn use?

Minus sign iconPlus sign icon
JM Finn's tech stack includes AnsibleOneTrustAzure Active DirectoryPWAreCAPTCHABootstrapX-Content-Type-OptionsGoogle Analytics.

What is JM Finn's email format?

Minus sign iconPlus sign icon
JM Finn's email format typically follows the pattern of . Find more JM Finn email formats with LeadIQ.

When was JM Finn founded?

Minus sign iconPlus sign icon
JM Finn was founded in 1946.
JM Finn

JM Finn

Financial ServicesLondon, United Kingdom201-500 Employees

By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. 

Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning.

Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, York and Winchester.

Section iconCompany Overview

Headquarters
25 Copthall Avenue London, EC2R 7AH GB
Phone number
Website
jmfinn.com
SIC Code
1611 - Highway and Street Construction, Except Elevated Highways
NAICS Code
484220 - Specialized Freight (except Used Goods) Trucking, Local
Founded
1946
Employees
201-500

Section iconFunding & Financials

  • $50M$100M

    JM Finn's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    JM Finn's revenue is in the range of $50M$100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.