Insights

Strong Financial Position Lerner Financial exhibits a robust revenue range of 25 to 50 million dollars, indicating a stable and growing financial presence that can be leveraged for upselling advanced financial products or integrated technology solutions.

Target Niche Market As a mid-sized independent financial firm with 11 to 50 employees, Lerner Financial may benefit from tailored services that enhance operational efficiency, compliance, and client engagement, representing opportunities for specialized B2B solutions.

Tech Stack Adoption Utilizing cloud services like AWS and advanced web tools suggests openness to technological enhancement, presenting opportunities for providers of cybersecurity, data analytics, or process automation tailored to financial firms.

Market and Competition Positioned alongside industry giants such as Charles Schwab and Fidelity with comparable technology infrastructure, Lerner Financial might be seeking scalable solutions to strengthen its competitive edge and client service capabilities.

Community and Values Focusing on professionalism, integrity, and community support, Lerner Financial is likely receptive to solutions that emphasize trust, compliance, and community engagement, ideal for brands aiming to align with their ethical standards.

Similar companies to Lerner Financial

Lerner Financial Tech Stack

Lerner Financial uses 8 technology products and services including Matomo, Amazon Web Services, Duda, and more. Explore Lerner Financial's tech stack below.

Matomo
Analytics
Amazon Web Services
Cloud Hosting
Duda
Content Management System
Microsoft 365
Email
yepnope.js
Javascript Frameworks
Modernizr
Javascript Libraries
Zepto
Javascript Libraries
ZURB Foundation
UI Frameworks

Media & News

Lerner Financial's Email Address Formats

Lerner Financial uses at least 1 format(s):

Lerner Financial Email Formats	Example	Percentage
First@lernerfinancial.com	John@lernerfinancial.com	58%
F_Last@lernerfinancial.com	J_Doe@lernerfinancial.com	24%
FirstLast@lernerfinancial.com	JohnDoe@lernerfinancial.com	15%
First.Last@lernerfinancial.com	John.Doe@lernerfinancial.com	3%

Frequently Asked Questions

Where is Lerner Financial's headquarters located?

Lerner Financial's main headquarters is located at 15505 Waldron Way Big Rapids, Michigan 49307 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Lerner Financial's phone number?

You can contact Lerner Financial's main corporate office by phone at

+1-231-796-****

. 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 Lerner Financial's official website and social media links?

Lerner Financial's official website is lernerfinancial.com and has social profiles on LinkedIn.

What is Lerner Financial's SIC code NAICS code?

Lerner Financial's SIC code is 6163 - Loan Brokers NAICS code is 52 - Finance and Insurance.

How many employees does Lerner Financial have currently?

As of March 2026, Lerner Financial has approximately 16 employees across 2 continents, including North AmericaAsia. Key team members include President: B. F.Founder Of Lerner Csernai And Fath Financial Group: D. L.Director Of Risk Management: L. D. A. L.. Explore Lerner Financial's employee directory with LeadIQ.

What industry does Lerner Financial belong to?

Lerner Financial operates in the Financial Services industry.

What technology does Lerner Financial use?

Lerner Financial's tech stack includes MatomoAmazon Web ServicesDudaMicrosoft 365yepnope.jsModernizrZeptoZURB Foundation.

What is Lerner Financial's email format?

Lerner Financial's email format typically follows the pattern of First@lernerfinancial.com. Find more Lerner Financial email formats with LeadIQ.

When was Lerner Financial founded?

Lerner Financial was founded in 1969.

Lerner Financial

Q: What is Lerner Financial's official website and social media links?

Lerner Financial's official website is lernerfinancial.com. Lerner Financial has social profiles on LinkedIn.

Q: How many employees does Lerner Financial have currently?

Lerner Financial has approximately 16 employees.

Q: What technology does Lerner Financial use?

Lerner Financial's tech stack includes Polyfill, Google Tag Manager, Snowplow, Open Graph, Google Analytics.

Financial ServicesMichigan, United States11-50 Employees

Lerner, Csernai & Fath Financial Group is an experienced, independent financial firm - priding itself in professionalism, integrity and an unbiased approach to solving our clients' financial objectives.  We are loyal to and supportive of our clients, staff and the communities we serve.

Securities offered through Registered Representives of Cambridge Investment Research Advisors, Inc., a Broker/Dealer, Member FINRA/SIPC.  Advisory services offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.  Lerner, Csernai & Fath Financial Group and Cambridge are not affiliated.