Insights

Boutique Growth Nadler Financial Group is a small to mid-sized boutique firm focused on financial planning, wealth management, and employee benefits, indicating potential need for scalable services or partnerships that support growth without sacrificing personalized client service.

High Net Worth Focus Independent investment advisory and wealth management for high net worth individuals suggests opportunities for premium tools, reporting, estate planning integration, trust services, and bespoke investment solutions.

Corporate Benefits The ability to design customized benefit plans for businesses points to potential sales in group benefits administration, HR technology integration, and retirement plan consulting for mid-market clients seeking competitive employee benefits.

Tech Footprint Current tech stack includes WordPress and analytics tools; potential cross-sell of modern client portals, data analytics, CRM enhancements, or cybersecurity services to improve client experience and regulatory compliance.

Financial Strength Revenue range of 25-50 million positions Nadler as a credible growth partner for enterprise-grade advisors or fintech integrations, while also presenting room for scalable service packages and advisory platforms.

Similar companies to Nadler Financial Group

Nadler Financial Group Tech Stack

Nadler Financial Group uses 8 technology products and services including iCIMS, WordPress, MySQL, and more. Explore Nadler Financial Group's tech stack below.

Nadler Financial Group's Email Address Formats

Nadler Financial Group uses at least 4 email formats:
Nadler Financial Group Email FormatsExamplePercentage
FLast@nadlerfinancial.comJDoe@nadlerfinancial.com
67%
Last@nadlerfinancial.comDoe@nadlerfinancial.com
16%
First@nadlerfinancial.comJohn@nadlerfinancial.com
13%
First.Last@nadlerfinancial.comJohn.Doe@nadlerfinancial.com
4%

Frequently Asked Questions

What is Nadler Financial Group's phone number?

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You can contact Nadler Financial Group'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 Nadler Financial Group's official website and social media links?

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Nadler Financial Group's official website is nadlerfinancial.com and has social profiles on LinkedIn.

How much revenue does Nadler Financial Group generate?

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

What is Nadler Financial Group's SIC code and NAICS code?

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Nadler Financial Group's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Nadler Financial Group have currently?

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As of August 2026, Nadler Financial Group has approximately 21 employees across 1 continents, including North America. Key team members include Director Of Investment Management And Co-Cio: D. R., Lead Associate Wealth Manager: J. W. and Shareholder, Senior Operations Manager: K. K. Explore Nadler Financial Group's employee directory with LeadIQ.

What industry does Nadler Financial Group belong to?

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Nadler Financial Group operates in the Financial Services industry.

What technology does Nadler Financial Group use?

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Nadler Financial Group's tech stack includes iCIMS, WordPress, MySQL, Microsoft 365, SendGrid, jQuery, Microsoft Office and Piwik PRO Core.

What is Nadler Financial Group's email format?

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Nadler Financial Group's email format typically follows the pattern of FLast@nadlerfinancial.com. Find more Nadler Financial Group email formats with LeadIQ.

When was Nadler Financial Group founded?

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Nadler Financial Group was founded in 1999.
Nadler Financial Group logo

Nadler Financial Group

Financial ServicesIllinois, United States11-50 Employees

Nadler Financial Group is a boutique financial services firm focused on financial planning, wealth management, and the design of employee benefit programs. It offers comprehensive planning to individuals aiming to meet long-term goals and provides independent investment advisory and wealth management for high net worth clients. The firm can serve as an extension of a company's human resources function, creating customized benefit plans for employers.

Within the financial services sector, the firm emphasizes independent, fee-based guidance that seeks to grow portfolio value while managing risk over the long term. Nadler Financial Group is based in Deerfield, Illinois, serving individuals and corporate sponsored retirement plans. Securities are offered through Ausdal Financial Partners, Inc., a separately owned firm.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Nadler Financial Group's revenue is estimated to be in the range of $25M - $50M

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