Insights

Market Niche M3 Investment Services operates as an independent financial advisory firm with a personalized approach, targeting individual clients planning for retirement. This focus presents opportunities to offer specialized financial products and digital marketing tools tailored to high-net-worth clients seeking long-term planning solutions.

Growth Potential With revenues ranging from 25 to 50 million dollars and a small team of 11-50 employees, M3 Investment Services has room to expand its client base and services. Strategic sales initiatives could focus on additional technology integrations and expanded financial planning offerings.

Technology Usage The company's tech stack includes digital engagement tools like Facebook Pixel, Zendesk Chat, and Google Fonts, indicating openness to digital marketing, client engagement, and service automation. Partnering on advanced fintech solutions or CRM enhancements could enhance client satisfaction and operational efficiency.

Competitive Landscape Competing with large financial firms such as Fidelity and Morgan Stanley, M3 Investment Services can leverage its personalized and community-focused reputation to differentiate. Sales efforts could focus on value-added services, niche marketing, and partnership opportunities with local financial tech providers.

Market Trends Given the increasing demand for customized financial planning and retirement solutions, M3 Investment Services is well-positioned to capitalize on shifting industry trends. Offering innovative digital tools and tailored investment products could drive growth by attracting tech-savvy clients seeking personalized financial advice.

M3 Investment Services Tech Stack

M3 Investment Services uses 8 technology products and services including Facebook Pixel, Section.io, Google Fonts API, and more. Explore M3 Investment Services's tech stack below.

  • Facebook Pixel
    Analytics
  • Section.io
    Content Delivery Network
  • Google Fonts API
    Font Scripts
  • Zendesk Chat
    Live Chat
  • Microsoft Word
    Office Suites
  • Datadog
    Real User Monitoring
  • Bootstrap
    UI Frameworks
  • Facebook
    Widgets

Media & News

M3 Investment Services's Email Address Formats

M3 Investment Services uses at least 1 format(s):
M3 Investment Services Email FormatsExamplePercentage
FLast@m3advisor.comJDoe@m3advisor.com
47%
First.Last@m3advisor.comJohn.Doe@m3advisor.com
4%
FMiddleLast@m3advisor.comJMichaelDoe@m3advisor.com
2%
FLast@m3advisor.comJDoe@m3advisor.com
47%

Frequently Asked Questions

What is M3 Investment Services's phone number?

Minus sign iconPlus sign icon
You can contact M3 Investment Services'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 M3 Investment Services's official website and social media links?

Minus sign iconPlus sign icon
M3 Investment Services's official website is m3advisor.com and has social profiles on LinkedIn.

What is M3 Investment Services's SIC code NAICS code?

Minus sign iconPlus sign icon
M3 Investment Services's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does M3 Investment Services have currently?

Minus sign iconPlus sign icon
As of December 2025, M3 Investment Services has approximately 21 employees across 2 continents, including North AmericaAsia. Key team members include Life Insurance Specialist / Controller: M. O.Fund Manager: A. W.Fund Manager: S. G.. Explore M3 Investment Services's employee directory with LeadIQ.

What industry does M3 Investment Services belong to?

Minus sign iconPlus sign icon
M3 Investment Services operates in the Financial Services industry.

What technology does M3 Investment Services use?

Minus sign iconPlus sign icon
M3 Investment Services's tech stack includes Facebook PixelSection.ioGoogle Fonts APIZendesk ChatMicrosoft WordDatadogBootstrapFacebook.

What is M3 Investment Services's email format?

Minus sign iconPlus sign icon
M3 Investment Services's email format typically follows the pattern of FLast@m3advisor.com. Find more M3 Investment Services email formats with LeadIQ.

When was M3 Investment Services founded?

Minus sign iconPlus sign icon
M3 Investment Services was founded in 1996.

M3 Investment Services

Financial ServicesMichigan, United States11-50 Employees

M3 Investment Services financial professionals have over 65 years of cumulative experience in the industry working with some of the largest investment and insurance firms in the business.  M3 Investment Services was formed because we felt we could better serve our community and clients as independent financial professionals.  All of us have a personal and professional stake in the business.

We offer financial products and services tailored to your individual needs.  M3 Investment Services is in the business for the long term and our reputation is our most valuable asset.  We expect to serve our clients through their retirement years.  We build our business slowly, primarily through referrals from satisfied clients.

_______________________________________________________________________________________________________________

The views and opinions expressed on this page are mine alone and do not represent the official views of The Lincoln Investment Family of companies or any of their affiliates.

No client was compensated to follow this page or connect with me.  The appearance of those people that have chosen to follow this page or connect with me is not an endorsement of me, M3 Investment Services or The Lincoln Investment Family of companies, or any of their affiliates.  It is not known whether such individuals approve or disapprove of our services.

Due to industry regulations, please do not post any comments on this page.

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, www.lincolninvestment.com.  M3 Investment Services and the above firms are independent and non-affiliated.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    M3 Investment Services's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    M3 Investment Services's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.