Insights

Strong Fiduciary Commitment Medallion Financial Group emphasizes its fiduciary duty and ethical standards, positioning itself as a trustworthy partner in financial advisory services. This focus suggests opportunities to offer compliance, risk management, and technology solutions that reinforce their fiduciary responsibilities.

Customer-Centric Approach With a culture that treats clients as family and strives to exceed expectations, there is potential to present personalized financial planning tools, client engagement platforms, and customer experience enhancements that align with their high service standards.

Mid-Scale Market Position Revenue ranging from 10 to 25 million and a modest team size indicate a mid-market firm that may benefit from scalable financial technology, operational efficiencies, and targeted marketing solutions tailored to growing financial advisory firms.

Technology Utilization Using an array of popular web technologies like jQuery, Yoast SEO, and Google Tag Manager, the company shows openness to digital tools. Opportunities exist for offering advanced analytics, SEO enhancements, or website optimization services to further boost their online presence.

Growth and Expansion Potential Given their longstanding presence since 1987 and market niche, there is potential to engage with innovative financial services providers, fintech partnerships, or value-added solutions that support continued growth and client acquisition efforts.

Similar companies to Medallion Financial Group

Medallion Financial Group Tech Stack

Medallion Financial Group uses 8 technology products and services including oEmbed, Font Awesome, jQuery, and more. Explore Medallion Financial Group's tech stack below.

oEmbed
Dev Tools
Font Awesome
Font Scripts
jQuery
Javascript Libraries
Priority Hints
Performance
Yoast SEO
Search Engines
Google Tag Manager
Tag Management
Jetpack
Web Platform Extensions
Draftpress HFCM
Web Tools And Plugins

Media & News

Medallion Financial Group's Email Address Formats

Medallion Financial Group uses at least 1 format(s):

Medallion Financial Group Email Formats	Example	Percentage
First@medalliongroup.com	John@medalliongroup.com	48%
First.Last@medalliongroup.com	John.Doe@medalliongroup.com	2%
FL@medalliongroup.com	JD@medalliongroup.com	2%
First@medalliongroup.com	John@medalliongroup.com	48%

Frequently Asked Questions

Where is Medallion Financial Group's headquarters located?

Medallion Financial Group's main headquarters is located at 13 East Deer Park Drive, Gaithersburg, Maryland 20877, US. The company has employees across 2 continents, including North AmericaOceania.

What is Medallion Financial Group's phone number?

You can contact Medallion Financial Group's main corporate office by phone at

+1-301-990-****

. 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 Group's official website and social media links?

Medallion Financial Group's official website is medalliongroup.com and has social profiles on LinkedIn.

How much revenue does Medallion Financial Group generate?

As of October 2025, Medallion Financial Group's annual revenue is estimated to be $367K.

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

Medallion Financial Group's SIC code is 5094 - Jewelry, Watches, Precious Stones, and Precious Metals NAICS code is 52 - Finance and Insurance.

How many employees does Medallion Financial Group have currently?

As of October 2025, Medallion Financial Group has approximately 23 employees across 2 continents, including North AmericaOceania. Key team members include Owner/Partner: L. S. S.Owner/Partner: J. F. S.Owner/Partner: D. S.. Explore Medallion Financial Group's employee directory with LeadIQ.

What industry does Medallion Financial Group belong to?

Medallion Financial Group operates in the Financial Services industry.

What technology does Medallion Financial Group use?

Medallion Financial Group's tech stack includes oEmbedFont AwesomejQueryPriority HintsYoast SEOGoogle Tag ManagerJetpackDraftpress HFCM.

What is Medallion Financial Group's email format?

Medallion Financial Group's email format typically follows the pattern of First@medalliongroup.com. Find more Medallion Financial Group email formats with LeadIQ.

When was Medallion Financial Group founded?

Medallion Financial Group was founded in 1986.

Medallion Financial Group

Q: How many employees does Medallion Financial Group have currently?

Medallion Financial Group has approximately 23 employees.

Q: What technology does Medallion Financial Group use?

Medallion Financial Group's tech stack includes Underscore.js, MediaElement.js, jQuery Migrate, Priority Hints, LinkedIn.

Financial ServicesUnited States11-50 Employees

MedallionGroup.com
We opened our doors in 1987 and have been helping families invest in the future for over 30 years. Our focus is twofold: first and foremost, we are fiduciaries. We stand against any violation of laws, values and ethics. Second, we treat our clients as part of our family, putting their needs before our own. We strive to exceed client’s expectations – because we have high expectations of ourselves.

Securities and advisory services offered through LPL Financial, A registered investment advisor, Member FINRA/SIPC


https://www.finra.org
https://www.sipc.org