Insights

Independent product broker Midwood operates as the nation’s largest independently owned distributor of financial products and services to over 250 banks, presenting a compelling value proposition for banks seeking diverse product access and objective evaluation.

Extended regional support A national team of Regional Sales Directors and dedicated Key Account Managers provide strong, closely managed sales and product administration support to partner banks, indicating potential for expanding account footprints and cross-sell across client networks.

Education and training engine Established training and education department since 2005 suggests a capability to upskill client institutions and their sales teams, opening opportunities for training-based service offerings, compliance updates, and product integration programs.

Marketing and integration In-house marketing concepts and seamless integration with partner product providers position Midwood to offer end-to-end marketing and sales enablement services to banks seeking compliant, results-driven campaigns.

Steady revenue base Reported revenue of 25 to 50 million with a broad client base across banks indicates a scalable model with room to capture additional wallet share through product expansion, higher-value solutions, and deeper penetration into existing bank relationships.

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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