Insights

Wealth Services Leverage MCF’s dual focus on Wealth Management and Institutional Services to cross-sell retirement planning, risk management, and estate planning services to high-net-worth individuals, families, and business clients, while offering fiduciary-grade retirement solutions to plan sponsors.

Institutional Growth Target mid-market and enterprise employers seeking enhanced retirement plan experiences; position MCF Institutional Services as a high-touch partner to reduce liabilities and improve participant outcomes, opening opportunities for plan governance, education, and Custom investment solutions.

Award Credibility Utilize the Best Places to Work in Kentucky recognition to build trust with prospective clients and employees; incorporate this into marketing materials to differentiate MCF in a competitive advisor landscape and attract referrals from satisfied clients.

Tech Enablement Highlight MCF’s tech stack—Shopify, Microsoft 365, Google Analytics, and performance tools—to reassure prospects about scalable digital capabilities, cybersecurity posture, and client experience enhancements; offer modernization or analytics-driven advisory enhancements as a sales angle.

Strategic Alliances Explore partnerships with regional and national consulting networks, wealth planning firms, and retirement software providers to expand reach for both wealth and institutional services; propose co-branded offerings and joint marketing to accelerate client acquisition.

Similar companies to MCF

MCF Tech Stack

MCF uses 8 technology products and services including Shopify, Microsoft 365, Glyphicons, and more. Explore MCF's tech stack below.

  • Shopify
    E-commerce
  • Microsoft 365
    Email
  • Glyphicons
    Font Scripts
  • HTTP/3
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • Perfmatters
    Web Platform Extensions
  • Astra
    Web Platform Extensions
  • Sumo
    Widgets

Media & News

MCF's Email Address Formats

MCF uses at least 1 format(s):
MCF Email FormatsExamplePercentage
FLast@mcfadvisors.comJDoe@mcfadvisors.com
90%
First.Last@mcfadvisors.comJohn.Doe@mcfadvisors.com
7%
First@mcfadvisors.comJohn@mcfadvisors.com
2%
Last@mcfadvisors.comDoe@mcfadvisors.com
1%

Frequently Asked Questions

What is MCF's phone number?

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You can contact MCF'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 MCF's stock symbol?

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MCF is a publicly traded company; the company's stock symbol is MCFE.

What is MCF's official website and social media links?

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MCF's official website is mcfadvisors.com and has social profiles on LinkedInCrunchbase.

How much revenue does MCF generate?

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As of July 2026, MCF's annual revenue is estimated to be $100M - $250M.

What is MCF's SIC code NAICS code?

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MCF's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 5239 - Other Financial Investment Activities.

How many employees does MCF have currently?

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As of July 2026, MCF has approximately 131 employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: D. H.Chief Marketing Officer: P. N.Director: A. M.. Explore MCF's employee directory with LeadIQ.

What industry does MCF belong to?

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MCF operates in the Investment Management industry.

What technology does MCF use?

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MCF's tech stack includes ShopifyMicrosoft 365GlyphiconsHTTP/3Google AnalyticsPerfmattersAstraSumo.

What is MCF's email format?

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MCF's email format typically follows the pattern of FLast@mcfadvisors.com. Find more MCF email formats with LeadIQ.

When was MCF founded?

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MCF was founded in 2000.
MCF logo

MCF

Investment ManagementKentucky, United States51-200 Employees

MCF Advisors, LLC is a registered investment adviser operating in two divisions—Wealth Management and Institutional Services—serving individuals, families, businesses, and retirement plans. The Wealth Management division focuses on retirement planning, risk management, insurance, trust and estate planning, and related advisory services, emphasizing a disciplined, prudent approach to investment outcomes. The Institutional Services division concentrates on improving retirement plan experiences for employers and employees, offering solutions that aim to reduce liabilities and expand investment opportunities while enhancing participant outcomes, with a proactive, high-touch service model directed at plan sponsors. The firm is based in Lexington, Kentucky, and operates in the investment management industry, providing both personal wealth guidance and institutional retirement solutions through client-focused service. MCF is registered with the SEC and has been recognized with a local workplace award for several years, reflecting its ongoing emphasis on organizational quality and stakeholder experience.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
Stock Symbol
MCFE
NAICS Code
5239 - Other Financial Investment Activities
Founded
2000
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    MCF's revenue is estimated to be in the range of $100M - $250M

Section iconFunding & Financials

  • $100M - $250M

    MCF's revenue is estimated to be in the range of $100M - $250M

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