Insights

Independent product access Midwood operates as the nation’s largest independently owned distributor of financial products, enabling a broad review and selection of consumer-oriented solutions. This independence suggests opportunities to position new product partnerships and diversify offerings for the 250 banks they serve.

Bank-centric support A national team of Regional Sales Directors and dedicated Key Account Managers supports client banks and their licensed representatives. This structure indicates a ready-made channel for pilot programs, pilot deployments, or co-marketing efforts with partner banks.

Education and training Midwood established a Training and Education Department in 2005 with proprietary modules tailored to client institutions. This emphasis on training creates potential for bundled product education services, onboarding programs, and compliance-aligned sales enablement for new solutions.

Marketing integration The Marketing Department designs original concepts and integrates marketing layers with product providers to support educational and sales goals. This presents an opportunity to propose integrated marketing campaigns, co-branded materials, and outcome-driven marketing partnerships.

Growth-ready scale With revenue in the mid seven figures and partnerships across a wide bank network, Midwood appears poised for scalable product introductions and technology upgrades (CRM, analytics, marketing automation) to enhance distributor efficiency and client outreach.

Similar companies to Midwood Financial Services, Inc.

Midwood Financial Services, Inc. Tech Stack

Midwood Financial Services, Inc. uses 8 technology products and services including iCIMS, gstatic.com, WordPress, and more. Explore Midwood Financial Services, Inc.'s tech stack below.

Midwood Financial Services, Inc.'s Email Address Formats

Midwood Financial Services, Inc. uses at least 5 email formats:
Midwood Financial Services, Inc. Email FormatsExamplePercentage
First.Last@midwoodfinancial.comJohn.Doe@midwoodfinancial.com
59%
FLast@midwoodfinancial.comJDoe@midwoodfinancial.com
34%
First@midwoodfinancial.comJohn@midwoodfinancial.com
7%
FLast@midwood.comJDoe@midwood.com
76%
Last@midwood.comDoe@midwood.com
24%

Frequently Asked Questions

What is Midwood Financial Services, Inc.'s phone number?

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You can contact Midwood Financial Services, 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 Midwood Financial Services, Inc.'s official website and social media links?

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Midwood Financial Services, Inc.'s official website is midwood.com and has social profiles on LinkedIn.

How much revenue does Midwood Financial Services, Inc. generate?

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As of August 2026, Midwood Financial Services, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Midwood Financial Services, Inc.'s NAICS code?

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Midwood Financial Services, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Midwood Financial Services, Inc. have currently?

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As of August 2026, Midwood Financial Services, Inc. has approximately 33 employees across 1 continents, including North America. Key team members include Regional Sales Director: L. R., Director Of Operations: S. P. and Director Of Information Technology: T. P. Explore Midwood Financial Services, Inc.'s employee directory with LeadIQ.

What industry does Midwood Financial Services, Inc. belong to?

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Midwood Financial Services, Inc. operates in the Financial Services industry.

What technology does Midwood Financial Services, Inc. use?

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Midwood Financial Services, Inc.'s tech stack includes iCIMS, gstatic.com, WordPress, RackSpace Cloud, Video.js, Bootstrap, Piwik PRO Core and DigitalOcean Web Hosting.

What is Midwood Financial Services, Inc.'s email format?

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Midwood Financial Services, Inc.'s email format typically follows the pattern of First.Last@midwoodfinancial.com. Find more Midwood Financial Services, Inc. email formats with LeadIQ.

When was Midwood Financial Services, Inc. founded?

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Midwood Financial Services, Inc. was founded in 2000.
Midwood Financial Services, Inc. logo

Midwood Financial Services, Inc.

Financial ServicesCalifornia, United States11-50 Employees

Midwood Financial Services, Inc. is a California-based financial services firm founded in 2000. It operates as an independent distributor of financial products and services to a broad network of banks across the United States, distinguishing itself by not being tied to a single product manufacturer. The company supports licensed representatives through a national team of Regional Sales Directors and dedicated Key Account Managers, coordinating sales, product administration, and marketing efforts to help client institutions meet their goals. Since 2005, Midwood has also maintained a Training and Education Department to develop proprietary training materials aligned with regulatory changes and industry developments, and a Marketing Department to design concepts that support educational and sales objectives. A recent development noted in the news is recognition by Bizjournals as one of the best BBQ spots, reflecting a community-oriented facet rather than the core business. Midwood's value proposition centers on providing a broad review and selection of consumer-oriented financial products and services, aiming to deliver suitable options and effective distribution strategies to its partner banks and brokerage firms.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Midwood Financial Services, Inc.'s revenue is estimated to be in the range of $25M - $50M

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