Insights

Market Position Lighthouse Financial Services operates in the investment management sector with a relatively small team of 11-50 employees, indicating a potentially high-touch, personalized service approach that appeals to high net worth clients seeking tailored financial strategies.

Growth Potential With annual revenues estimated between 10 and 25 million dollars and a client-focused philosophy, there is an opportunity to introduce advanced financial technology solutions that can enhance client engagement and operational efficiency.

Technology Adoption Their use of multiple digital tools like Google Tag Manager, Yoast SEO, and content management systems suggests openness to technology; this presents an opportunity to offer digital marketing automation and client portal solutions to improve service delivery.

Competitive Edge By emphasizing personalized wealth management and strategic asset allocation, Lighthouse differentiates itself from larger firms, indicating a market niche that could benefit from innovative investment analytics and financial planning tools to further enhance their advisory expertise.

Partnership Opportunities Given their focus on long-term wealth growth and client relationships, there is potential to develop partnerships around sustainable investing, risk management, and financial education services to expand their value propositions and attract high-net-worth individuals.

Lighthouse Financial Services, Inc. Tech Stack

Lighthouse Financial Services, Inc. uses 8 technology products and services including Simpli.fi, Swiper, jQuery Migrate, and more. Explore Lighthouse Financial Services, Inc.'s tech stack below.

  • Simpli.fi
    Demand Side Platforms
  • Swiper
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • Slick
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • Adobe Fonts
    Web Fonts

Media & News

Lighthouse Financial Services, Inc.'s Email Address Formats

Lighthouse Financial Services, Inc. uses at least 1 format(s):
Lighthouse Financial Services, Inc. Email FormatsExamplePercentage
First@lighthouselink.comJohn@lighthouselink.com
44%
FLast@lighthouselink.comJDoe@lighthouselink.com
28%
First-Last@lighthouselink.comJohn-Doe@lighthouselink.com
17%
Last@lighthouselink.comDoe@lighthouselink.com
11%

Frequently Asked Questions

Where is Lighthouse Financial Services, Inc.'s headquarters located?

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Lighthouse Financial Services, Inc.'s main headquarters is located at 3070 Saturn Street, Suite 101. The company has employees across 2 continents, including North AmericaAsia.

What is Lighthouse Financial Services, Inc.'s phone number?

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You can contact Lighthouse Financial Services, Inc.'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 Lighthouse Financial Services, Inc.'s official website and social media links?

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Lighthouse Financial Services, Inc.'s official website is lighthouselink.com and has social profiles on LinkedIn.

How much revenue does Lighthouse Financial Services, Inc. generate?

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As of December 2025, Lighthouse Financial Services, Inc.'s annual revenue is estimated to be $1.6M.

What is Lighthouse Financial Services, Inc.'s SIC code NAICS code?

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Lighthouse Financial Services, Inc.'s SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Lighthouse Financial Services, Inc. have currently?

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As of December 2025, Lighthouse Financial Services, Inc. has approximately 17 employees across 2 continents, including North AmericaAsia. Key team members include Chief Investment Officer: M. V.President: S. W.Owner: B. B.. Explore Lighthouse Financial Services, Inc.'s employee directory with LeadIQ.

What industry does Lighthouse Financial Services, Inc. belong to?

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Lighthouse Financial Services, Inc. operates in the Investment Management industry.

What technology does Lighthouse Financial Services, Inc. use?

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Lighthouse Financial Services, Inc.'s tech stack includes Simpli.fiSwiperjQuery MigrateOWL CarouselSlickYoast SEOGoogle Tag ManagerAdobe Fonts.

What is Lighthouse Financial Services, Inc.'s email format?

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Lighthouse Financial Services, Inc.'s email format typically follows the pattern of First@lighthouselink.com. Find more Lighthouse Financial Services, Inc. email formats with LeadIQ.

When was Lighthouse Financial Services, Inc. founded?

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Lighthouse Financial Services, Inc. was founded in 1992.

Lighthouse Financial Services, Inc.

Investment ManagementCalifornia, United States11-50 Employees

Lighthouse Financial Services, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission.  Registration does not imply a certain level of skill or training.  Past performance may not be indicative of future results.  All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. 

We believe that investment management and wealth management are equally important to high net worth investors. These components for financial success are integrally connected and should be analyzed with the understanding that long-term success depends on how well we manage both components.

Because of this, our clients experience a level of personal attention and interaction that is unparalleled by any of the big box brokerages on Wall Street. We have guided our clients through successes and adversities, up and down market cycles, while at the same time applying our time-tested investment decision process that emphasizes strategic asset allocations for each phase of the investment business cycle. 

Simply put, we actively seek to grow and protect your wealth over the long run. Our team of knowledgeable specialists will work with you to achieve your financial goals.

Section iconCompany Overview

Headquarters
3070 Saturn Street, Suite 101
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
1992
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Lighthouse Financial Services, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Lighthouse Financial Services, Inc.'s revenue is estimated to be in the range of $10M$25M

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