Insights

Market Expansion Potential Latitude Financial's recent partnership with Mastercard to offer buy-now, pay-later services indicates a strategic push into innovative consumer financing solutions, representing opportunities to introduce complementary financial technology products or tailored payment solutions to their existing client base.

Cybersecurity Emphasis Following their cybersecurity incident in March 2023, Latitude Financial is likely prioritizing enhanced security measures, opening avenues to sell advanced cybersecurity, fraud prevention, and data protection solutions to safeguard client information and restore trust.

Accountant Collaboration Their core focus on empowering accountants with comprehensive financial services suggests opportunities to offer specialized software, training programs, or advisory services that help their partner accountants expand service offerings and improve client engagement.

Technology Integration With a tech stack incorporating platforms like Facebook, Bootstrap, and AppNexus, Latitude Financial is open to leveraging digital marketing tools, customer engagement platforms, or data analytics solutions to expand their digital reach and improve client acquisition.

Growth and Investment Having gone public with an anticipated market capitalization of up to $4 billion, Latitude Financial shows strong growth prospects, creating potential sales opportunities for financial consulting, investor relations platforms, and scalable enterprise solutions to support their expansion efforts.

Latitude Financial, LLC Tech Stack

Latitude Financial, LLC uses 8 technology products and services including AppNexus, Font Awesome, Lodash, and more. Explore Latitude Financial, LLC's tech stack below.

  • AppNexus
    Advertising
  • Font Awesome
    Font Scripts
  • Lodash
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • CFML
    Programming Languages
  • 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

Where is Latitude Financial, LLC's headquarters located?

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Latitude Financial, LLC's main headquarters is located at Yorkville, Illinois 60560 United States. The company has employees across 2 continents, including North AmericaOceania.

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.

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 April 2026, Latitude Financial, LLC has approximately 11 employees across 2 continents, including North AmericaOceania. Key team members include President Chief Compliance: A. E.Regional Branch Manager: T. B.Registered Principal, Office Of Supervisory Jurisdiction , Compliance Officer: E. R. C.. 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 AppNexusFont AwesomeLodashSWFObjectCFMLBootstrapX-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

Financial ServicesIllinois, United States11-50 Employees

We specialize in empowering accountants to provide comprehensive financial services that go beyond tax preparation. With our expertise and tailored solutions, we help accountants expand their offerings to support clients in areas like tax planning, retirement strategies, investment advice, and estate planning. By partnering with us, accountants can strengthen their client relationships and provide valuable, year-round financial guidance. Together, we work to ensure that clients achieve long-term financial success, making us the trusted partner for accountants and their clients alike.

Section iconCompany Overview

Headquarters
Yorkville, Illinois 60560 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
11-50

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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