Insights

Strategic Partnering Latitude Financial’s focus on empowering accountants with comprehensive financial solutions presents a significant opportunity to develop partnerships with accounting firms and financial advisors seeking to expand their service offerings and enhance client retention.

Growth Potential Having gone public with a substantial IPO and an estimated market capitalization between 3.5-4 billion dollars, Latitude Financial displays strong growth prospects and investor confidence—making it a promising target for innovative financial technology providers.

Cybersecurity Focus Following a cybersecurity breach in 2023, there’s an increased need for advanced security solutions and services around data protection—an area where sales opportunities in cybersecurity and risk management solutions are readily available.

BNPL Expansion Latitude’s partnership with Mastercard in the buy-now-pay-later space highlights its commitment to innovative payment solutions, which opens avenues for financial technology vendors to offer integrated payment, lending, or financing solutions.

Market Positioning With revenue ranging between 10-25 million dollars and a specialized target market, Latitude Financial is well-positioned to acquire services that support scaling operations, improve customer engagement, and boost technological infrastructure to sustain growth.

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
50%
FLast@latitudefinancial.netJDoe@latitudefinancial.net
50%

Frequently Asked Questions

Where is Latitude Financial, LLC's headquarters located?

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Latitude Financial, LLC's main headquarters is located at Vero Beach, Florida 32968 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 SIC code NAICS code?

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Latitude Financial, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Latitude Financial, LLC have currently?

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As of February 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 ServicesFlorida, 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
Vero Beach, Florida 32968 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
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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