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Insights

Innovative Product Offering Medallion Financial specializes in designing and distributing unique and beneficial financial products, including life insurance, long-term care insurance, and annuities, which can provide opportunities to target top-tier advisors seeking exclusive solutions.

Personalized Service Focus The company's emphasis on one-on-one personalized service and exclusive marketing programs positions it as a provider for high-net-worth advisors looking for tailored collaborative opportunities.

Strategic Industry Position As a founding member of The Annexus Group, Medallion Financial is embedded within a network of innovative market leaders, offering potential access to a broader ecosystem of high-quality financial products and strategic partnerships.

Tech-Driven Solutions Utilizing modern web technologies such as React and Lodash indicates a focus on digital engagement and innovative marketing strategies that can be leveraged to enhance sales outreach and client communication.

Growth Potential With revenue estimates between 1 million and 10 million and recent funding of 2 million dollars, Medallion Financial presents a growth-oriented opportunity for partnerships with financial advisors and institutions seeking to expand their offerings and market presence.

Medallion Financial Distributors Tech Stack

Medallion Financial Distributors uses 7 technology products and services including Webpack, Google Fonts API, TweenMax, and more. Explore Medallion Financial Distributors's tech stack below.

  • Webpack
    Development
  • Google Fonts API
    Font Scripts
  • TweenMax
    Javascript Frameworks
  • RequireJS
    Javascript Frameworks
  • React
    Javascript Frameworks
  • Zepto
    Javascript Libraries
  • Lodash
    Javascript Libraries

Media & News

Medallion Financial Distributors's Email Address Formats

Medallion Financial Distributors uses at least 1 format(s):
Medallion Financial Distributors Email FormatsExamplePercentage
FLast@medallionfin.comJDoe@medallionfin.com
63%
Last@medallionfin.comDoe@medallionfin.com
18%
First.Last@medallionfin.comJohn.Doe@medallionfin.com
13%
F.Last@medallionfin.comJ.Doe@medallionfin.com
6%

Frequently Asked Questions

Where is Medallion Financial Distributors's headquarters located?

Minus sign iconPlus sign iconMedallion Financial Distributors's main headquarters is located at 1309-b Boardman-canfield Road Boardman, Ohio 44512 United States. The company has employees across 1 continents, including North America.

What is Medallion Financial Distributors's phone number?

Minus sign iconPlus sign icon You can contact Medallion Financial Distributors's main corporate office by phone at
+1-330-965-****
. 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 Medallion Financial Distributors's official website and social media links?

Minus sign iconPlus sign iconMedallion Financial Distributors's official website is medallionfin.com and has social profiles on LinkedInCrunchbase.

How much revenue does Medallion Financial Distributors generate?

Minus sign iconPlus sign icon As of February 2026, Medallion Financial Distributors's annual revenue is estimated to be $322K.

What is Medallion Financial Distributors's SIC code NAICS code?

Minus sign iconPlus sign iconMedallion Financial Distributors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Medallion Financial Distributors have currently?

Minus sign iconPlus sign iconAs of February 2026, Medallion Financial Distributors has approximately 49 employees across 1 continents, including North America. Key team members include Director Of Administration: A. G.Financial Wholesaler: T. D. F.. Explore Medallion Financial Distributors's employee directory with LeadIQ.

What industry does Medallion Financial Distributors belong to?

Minus sign iconPlus sign iconMedallion Financial Distributors operates in the Financial Services industry.

What technology does Medallion Financial Distributors use?

Minus sign iconPlus sign iconMedallion Financial Distributors's tech stack includes WebpackGoogle Fonts APITweenMaxRequireJSReactZeptoLodash.

What is Medallion Financial Distributors's email format?

Minus sign iconPlus sign iconMedallion Financial Distributors's email format typically follows the pattern of FLast@medallionfin.com. Find more Medallion Financial Distributors email formats with LeadIQ.

How much funding has Medallion Financial Distributors raised to date?

Minus sign iconPlus sign icon As of February 2026, Medallion Financial Distributors has raised $2M in funding. The last funding round occurred on Aug 27, 2015 for $2M.

When was Medallion Financial Distributors founded?

Minus sign iconPlus sign iconMedallion Financial Distributors was founded in 1999.

Medallion Financial Distributors

Financial ServicesOhio, United States11-50 Employees

Most marketing organizations distribute the same "me too" products. Medallion Financial prides itself on designing and distributing some of the most beneficial financial products and strategies in the industry. We've also designed successful innovative marketing programs which enable Advisors to grow their practice.

Are you a top advisor looking for innovative life insurance, long-term care insurance, and annuity products from nationally leading underwriters? Do you prefer one-on-one personalized service?  Are you seeking a unique and exclusive marketing program? If this describes you, we’d love to talk. Why not contact us today?

Medallion Financial is a Proud Founding Member of The Annexus Group
http://www.annexusgroup.com/

Section iconCompany Overview

Headquarters
1309-b Boardman-canfield Road Boardman, Ohio 44512 United States
Phone number
+1-330-965-****
Website
medallionfin.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $2M

    Medallion Financial Distributors has raised a total of $2M of funding over 1 rounds. Their latest funding round was raised on Aug 27, 2015 in the amount of $2M.

  • $1M$10M

    Medallion Financial Distributors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $2M

    Medallion Financial Distributors has raised a total of $2M of funding over 1 rounds. Their latest funding round was raised on Aug 27, 2015 in the amount of $2M.

  • $1M$10M

    Medallion Financial Distributors's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    A. G.
    Director Of Administration
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. D. F.
    Financial Wholesaler
    Phone icon
    Mobile Phone

Employee Directory

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