Insights

Niche Insurance Focus A small Insurance firm with modest employee counts and annual revenue in the low-to-mid millions presents a target for specialized carrier partnerships, underwriting solutions, and back-office outsourcing to scale efficiently without large enterprise overhead.

Growth Enablement Limited current size suggests openness to strategic alliances, white-label or brokerage platforms, and technology integrations that accelerate product lines, customer acquisition, and channel diversification.

Tech Stack Fit Existing use of Squarespace, WordPress, Shopify, Google Cloud, and Office 365 indicates compatibility with modern SaaS tools; opportunities exist to upsell automation, CRM integration, data analytics, and digital marketing services.

Marketing Leverage Active digital presence tools like Google AdSense and UserWay imply a focus on online reach; there is potential to propose performance marketing, SEO, and lead generation services tailored to insurance products.

Competitive Benchmarking Positioning relative to large multi-brand insurers highlights a need for cost-effective, customer-centric digital experiences, personalized quoting, and niche product offerings to differentiate in a crowded market.

Similar companies to Lewis Financial Group LLC

Lewis Financial Group LLC Tech Stack

Lewis Financial Group LLC uses 8 technology products and services including UserWay, Google AdSense, Squarespace, and more. Explore Lewis Financial Group LLC's tech stack below.

Lewis Financial Group LLC's Email Address Formats

Lewis Financial Group LLC uses at least 2 email formats:
Lewis Financial Group LLC Email FormatsExamplePercentage
First@lewisfinancial.orgJohn@lewisfinancial.org
67%
First.Last@lewisfinancial.orgJohn.Doe@lewisfinancial.org
33%

Frequently Asked Questions

What is Lewis Financial Group LLC's phone number?

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You can contact Lewis Financial Group 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 Lewis Financial Group LLC's official website and social media links?

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Lewis Financial Group LLC's official website is lewisfinancial.org and has social profiles on LinkedIn.

How much revenue does Lewis Financial Group LLC generate?

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As of September 2026, Lewis Financial Group LLC's annual revenue is estimated to be $1M - $10M.

What is Lewis Financial Group LLC's NAICS code?

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Lewis Financial Group LLC's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Lewis Financial Group LLC have currently?

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As of September 2026, Lewis Financial Group LLC has approximately 6 employees across 1 continents, including North America. Key team members include Owner: S. L., Lead Wealth Management Advisor: C. L. and Customer Service Representative: M. G. Explore Lewis Financial Group LLC's employee directory with LeadIQ.

What industry does Lewis Financial Group LLC belong to?

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Lewis Financial Group LLC operates in the Insurance industry.

What technology does Lewis Financial Group LLC use?

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Lewis Financial Group LLC's tech stack includes UserWay, Google AdSense, Squarespace, WordPress, Shopify, Google Cloud, Office 365 and WP Engine.

What is Lewis Financial Group LLC's email format?

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Lewis Financial Group LLC's email format typically follows the pattern of First@lewisfinancial.org. Find more Lewis Financial Group LLC email formats with LeadIQ.
Lewis Financial Group LLC logo

Lewis Financial Group LLC

InsuranceConnecticut, United States2-10 Employees

Lewis Financial Group LLC operates within the insurance industry as a provider of insurance-related services. It is based in Greenwich, Connecticut, with a street address at 40 West Elm Street, Apt 4a. As a small player in the insurance field, it serves clients seeking insurance solutions from its Greenwich location. More information about the company can be found on its website, lewisfinancial.org.

Section iconCompany Overview

Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Lewis Financial Group LLC's revenue is estimated to be in the range of $1M - $10M

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