Insights

Niche client-focus Small practice with 2-10 employees, fee-only advisor model, and personalized retirement and wealth planning services. Opportunity to upsell scalable advisory solutions as client needs grow and assets increase.

Employer-sponsored plans Strong emphasis on 401k, 403b, and 457 On-Plan Money Management programs. Potential to cross-sell enhanced fund options, fiduciary support services, and plan consulting for mid-market employers.

Tech-enabled Utilizes a range of web and development tools (RSS, Mailgun, JSON-LD, jQuery UI) which suggests openness to digital client onboarding, automated communications, and data-driven advisory workflows to improve scalability.

Revenue scale Estimated revenue in the mid-range of tens of millions positions NCFA as a growth-friendly target for partnership programs, platform integrations, and referral networks leveraging institutional-grade capabilities for individuals and plan clients.

Strategic value add Comprehensive suite including estate, insurance, income and retirement planning, plus ongoing monitoring. Potential for bundled solutions, strategic alliances, and white-label or co-branded services to expand market reach.

Similar companies to NCFA, Inc.

NCFA, Inc. Tech Stack

NCFA, Inc. uses 8 technology products and services including RSS, Mailgun, Font Awesome, and more. Explore NCFA, Inc.'s tech stack below.

  • RSS
    Content Management System
  • Mailgun
    Email
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • jQuery UI
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • X-XSS-Protection
    Security

NCFA, Inc.'s Email Address Formats

NCFA, Inc. uses at least 1 format(s):
NCFA, Inc. Email FormatsExamplePercentage
First@ncfainc.orgJohn@ncfainc.org
82%
First.Last@ncfainc.orgJohn.Doe@ncfainc.org
18%

Frequently Asked Questions

What is NCFA, Inc.'s phone number?

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You can contact NCFA, 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 NCFA, Inc.'s official website and social media links?

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NCFA, Inc.'s official website is ncfainc.org and has social profiles on LinkedIn.

How much revenue does NCFA, Inc. generate?

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As of July 2026, NCFA, Inc.'s annual revenue is estimated to be $10M - $25M.

What is NCFA, Inc.'s NAICS code?

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NCFA, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does NCFA, Inc. have currently?

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As of July 2026, NCFA, Inc. has approximately 8 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Owner: K. M.Financial And Administrator Manager: M. D.Firefighter: M. E.. Explore NCFA, Inc.'s employee directory with LeadIQ.

What industry does NCFA, Inc. belong to?

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NCFA, Inc. operates in the Financial Services industry.

What technology does NCFA, Inc. use?

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NCFA, Inc.'s tech stack includes RSSMailgunFont AwesomeJSON-LDjQuery UIUnderscore.jsReally Simple DiscoveryX-XSS-Protection.

What is NCFA, Inc.'s email format?

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NCFA, Inc.'s email format typically follows the pattern of First@ncfainc.org. Find more NCFA, Inc. email formats with LeadIQ.

When was NCFA, Inc. founded?

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NCFA, Inc. was founded in 2006.
NCFA, Inc. logo

NCFA, Inc.

Financial ServicesGeorgia, United States2-10 Employees

NCFA, Inc. operates in the financial services sector as a fee-only advisory firm based in Atlanta, Georgia. The firm focuses on comprehensive financial planning and wealth management, collaborating with clients to understand short- and long-term goals and to deliver responses to retirement and financial questions through a team-based investment approach. Its offerings include portfolio and retirement planning, on-plan money management for employer-sponsored accounts, estate and insurance planning, ongoing investment monitoring, and various retirement-related services such as plan reviews and income planning. The target market appears to be individuals seeking structured guidance for retirement preparation and ongoing wealth management, with a particular emphasis on defined contribution plans like 401(k), 403(b), and 457 plans. NCFA emphasizes professional management of employer-sponsored retirement savings and aims to provide tailored investment strategies through a collaborative advisor network, positioned within the financial services industry as a boutique advisory practice with a broad suite of planning services.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    NCFA, Inc.'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    NCFA, Inc.'s revenue is estimated to be in the range of $10M - $25M

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