Insights

BNPL Partnership Latitude Financial has previously engaged in buy-now-pay-later initiatives and partnered with Mastercard to expand BNPL offerings globally, indicating a sensitivity to modern consumer credit tools and potential appetite for scalable financial solutions that complement BNPL models.

Cybersecurity Risk Past cyber attack exposure suggests a strong selling point for cybersecurity and risk-management services, including fraud prevention, data protection, and incident response solutions targeted at financial services clients.

SMB Focus Small team size (2-10 employees) implies a need for scalable, turnkey solutions and partner-led implementations that are easy to adopt and deliver through consultants or accounting firms.

Accounting Synergy Positioned as a partner to accountants for year-round financial guidance beyond tax, presenting opportunities to cross-sell advisory platforms, retirement and estate planning tools, and integrated planning software.

Growth Footprint Prior public listing and mid-market revenue signals a company open to strategic partnerships with technology-enabled financial services, offering avenues for collaboration on fintech integrations, data analytics, and expanded service lines.

Latitude Financial, LLC Tech Stack

Latitude Financial, LLC uses 8 technology products and services including DoubleClick Floodlight, Cloudflare, jQuery, and more. Explore Latitude Financial, LLC's tech stack below.

  • DoubleClick Floodlight
    Advertising
  • Cloudflare
    Content Management System
  • jQuery
    Javascript Libraries
  • Amazon ALB
    Load Balancers
  • SWFObject
    Miscellaneous
  • Bootstrap
    UI Frameworks
  • X-UA-Compatible
    Web Tools And Plugins
  • Facebook
    Widgets

Latitude Financial, LLC's Email Address Formats

Latitude Financial, LLC uses at least 1 format(s):
Latitude Financial, LLC Email FormatsExamplePercentage
FLast@latitudefinancial.netJDoe@latitudefinancial.net
100%

Frequently Asked Questions

What is Latitude Financial, LLC's phone number?

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You can contact Latitude Financial, LLC'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 Latitude Financial, LLC's official website and social media links?

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Latitude Financial, LLC's official website is latitudefinancial.net and has social profiles on LinkedIn.

How much revenue does Latitude Financial, LLC generate?

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As of July 2026, Latitude Financial, LLC's annual revenue is estimated to be $10M - $25M.

What is Latitude Financial, LLC's NAICS code?

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Latitude Financial, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Latitude Financial, LLC have currently?

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As of July 2026, Latitude Financial, LLC has approximately 10 employees across 2 continents, including North AmericaOceania. Key team members include President Chief Compliance: A. E.Public Accountant: S. R.. Explore Latitude Financial, LLC's employee directory with LeadIQ.

What industry does Latitude Financial, LLC belong to?

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Latitude Financial, LLC operates in the Financial Services industry.

What technology does Latitude Financial, LLC use?

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Latitude Financial, LLC's tech stack includes DoubleClick FloodlightCloudflarejQueryAmazon ALBSWFObjectBootstrapX-UA-CompatibleFacebook.

What is Latitude Financial, LLC's email format?

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Latitude Financial, LLC's email format typically follows the pattern of FLast@latitudefinancial.net. Find more Latitude Financial, LLC email formats with LeadIQ.

When was Latitude Financial, LLC founded?

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Latitude Financial, LLC was founded in 2009.
Latitude Financial, LLC logo

Latitude Financial, LLC

Financial ServicesIllinois, United States2-10 Employees

Latitude Financial, LLC operates in the financial services sector with a focus on supporting accountants. The company aims to extend accountants’ offerings beyond tax preparation by providing tailored financial guidance in areas such as tax planning, retirement strategies, investment advice, and estate planning, helping accountants deepen client relationships through year‑round advisory services. Based in Yorkville, Illinois, the firm positions itself as a partner that enables accountants to deliver comprehensive financial support to clients seeking long‑term financial success. The organization appears small in size and has interactions in the broader financial services ecosystem, including past activity related to partnerships in the buy-now, pay-later space and a notable cyber incident reported in 2023. The company’s described mission centers on collaborative, continuous financial guidance for clients, positioning it as a intermediary that connects accounting practice with broader wealth management and planning services.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Latitude Financial, LLC's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Latitude Financial, LLC's revenue is estimated to be in the range of $10M - $25M

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