Insights

Sustainability-Value The firm emphasizes long-term strategic value for the Company, Employees, and Owners in benefits and succession planning, suggesting cross-sell opportunities around executive compensation, retirement plans, and key-person protections to enhance overall risk management for clients.

Integrated Solutions As a multi-faceted Benefits, Marketing, and Consulting firm offering employer-sponsored plans, 401k, defined benefit, and estate planning, there is a sales opportunity to bundle and position comprehensive employee benefits and financial services packages to mid-market employers seeking one-stop solutions.

Growth Readiness With revenue in the range of fifty to one hundred million and a footprint of 11-50 employees, the company appears poised for scalable partnerships, channel partnerships, or white-labeled services that can expand its offerings without proportional overhead.

Technology Enablement Utilizing WordPress, Microsoft 365, KnowBe4, and modern hosting and security practices signals openness to digital transformation; opportunities exist to propose modern benefits administration platforms, cybersecurity enhancements for employee data, and client portal integrations.

Strategic Partnerships The presence of securities and investment advisory through a registered broker/dealer indicates potential for cross-sell with asset management, retirement planning, and corporate estate planning services to existing clients and in related industries seeking compliant, integrated guidance.

Similar companies to McInnes Group, Inc.

McInnes Group, Inc. Tech Stack

McInnes Group, Inc. uses 8 technology products and services including WordPress, Microsoft 365, Modernizr, and more. Explore McInnes Group, Inc.'s tech stack below.

McInnes Group, Inc.'s Email Address Formats

McInnes Group, Inc. uses at least 4 email formats:
McInnes Group, Inc. Email FormatsExamplePercentage
First@mcinnesgroup.comJohn@mcinnesgroup.com
71%
FLast@mcinnesgroup.comJDoe@mcinnesgroup.com
23%
First.Last@mcinnesgroup.comJohn.Doe@mcinnesgroup.com
4%
F.Last@mcinnesgroup.comJ.Doe@mcinnesgroup.com
2%

Frequently Asked Questions

What is McInnes Group, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact McInnes Group, 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 McInnes Group, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
McInnes Group, Inc.'s official website is mcinnesgroup.com and has social profiles on LinkedIn.

How much revenue does McInnes Group, Inc. generate?

Minus sign iconPlus sign icon
As of September 2026, McInnes Group, Inc.'s annual revenue is estimated to be $50M - $100M.

What is McInnes Group, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign icon
McInnes Group, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does McInnes Group, Inc. have currently?

Minus sign iconPlus sign icon
As of September 2026, McInnes Group, Inc. has approximately 31 employees across 3 continents, including North America, Europe and Oceania. Key team members include President & Chief Executive Officer: W. M., Director Of Client Management: D. S. and Director: F. M. Explore McInnes Group, Inc.'s employee directory with LeadIQ.

What industry does McInnes Group, Inc. belong to?

Minus sign iconPlus sign icon
McInnes Group, Inc. operates in the Insurance industry.

What technology does McInnes Group, Inc. use?

Minus sign iconPlus sign icon
McInnes Group, Inc.'s tech stack includes WordPress, Microsoft 365, Modernizr, HSTS, KnowBe4, Vimeo, DigitalOcean Web Hosting and X-UA-Compatible.

What is McInnes Group, Inc.'s email format?

Minus sign iconPlus sign icon
McInnes Group, Inc.'s email format typically follows the pattern of First@mcinnesgroup.com. Find more McInnes Group, Inc. email formats with LeadIQ.
McInnes Group, Inc. logo

McInnes Group, Inc.

InsuranceKansas, United States11-50 Employees

McInnes Group, Inc. operates as a multi-faceted firm specializing in benefits, marketing, and consulting within the insurance sector. Its work includes designing, marketing, implementing, and integrating employer-sponsored plans such as employee benefit programs, 401(k) plans, defined benefit plans, executive compensation, and succession planning, with attention to both current circumstances and long-term goals. The firm collaborates with partners and affiliates to offer clients access to financial products and resources for corporate and estate planning, aiming to deliver strategic value for companies, their employees, and owners.
Based in California and serving clients through its advisory and securities offerings, the company positions itself as a long-standing player with over three decades in the employee benefits and financial services industries. It emphasizes comprehensive benefits packages and leadership planning, while noting that third-party posts and testimonials reflect views not endorsed by its affiliated securities entity. The organization operates within the insurance and financial services landscape, focusing on integrated solutions that address both benefits design and financial planning for businesses.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
524 - Insurance Carriers and Related Activities
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    McInnes Group, Inc.'s revenue is estimated to be in the range of $50M - $100M

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.