Insights

Specialized Fee-Only NCFA, Inc. operates as a fee-only financial advisor, signaling a client-centric, fiduciary stance that can be leveraged in outreach to high-trust prospects seeking transparent pricing and unbiased guidance in retirement and wealth planning.

Retirement Focus Strong emphasis on retirement planning and On Plan Money Management for employer-sponsored accounts (401k, 403b, 457). This presents opportunities to partner with HR teams and benefits coordinators at mid-market firms needing enhanced retirement plan services and ongoing portfolio monitoring.

Integrated Advisory A collaborative team approach across comprehensive portfolio management, estate planning, income planning, and insurance solutions suggests cross-sell potential for clients seeking holistic wealth management and for expanded service lines with existing clients.

Tech and Enablement Utilizes a mix of digital tools (WordPress, Hotjar, Mailgun, Microsoft 365, WhatsApp Business) indicating readiness for scalable client onboarding, digital client engagement, and omni-channel communication to support scalable growth.

Growth Potential Recent revenue range ($10M–$25M) and a small team (2–10 employees) imply an opportunity to upsell advanced advisory services, fiduciary support for larger retirement plans, or add-on tech-enabled services to expand client value and attract new SMB customers.

NCFA, Inc. Tech Stack

NCFA, Inc. uses 8 technology products and services including Hotjar, WordPress, Mailgun, and more. Explore NCFA, Inc.'s tech stack below.

Hotjar

Analytics

WordPress

Content Management System

Mailgun

Microsoft 365

Underscore.js

Javascript Libraries

WhatsApp Business

Live Chat

Piwik

System Analytics & Monitoring

Vimeo

Video Players

NCFA, Inc. Email Formats	Example	Percentage
First@ncfainc.org	John@ncfainc.org	82%
First.Last@ncfainc.org	John.Doe@ncfainc.org	18%

NCFA, Inc. Email Formats

Example

Percentage

First@ncfainc.org

John@ncfainc.org

82%

First.Last@ncfainc.org

John.Doe@ncfainc.org

18%

Frequently Asked Questions

What is NCFA, Inc.'s phone number?

You can contact NCFA, Inc.'s main corporate office by phone at

+1-770-450-****

. 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?

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

How much revenue does NCFA, Inc. generate?

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

What is NCFA, Inc.'s NAICS code?

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

How many employees does NCFA, Inc. have currently?

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

What industry does NCFA, Inc. belong to?

NCFA, Inc. operates in the Financial Services industry.

What technology does NCFA, Inc. use?

NCFA, Inc.'s tech stack includes Hotjar, WordPress, Mailgun, Microsoft 365, Underscore.js, WhatsApp Business, Piwik and Vimeo.

What is NCFA, Inc.'s email format?

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?

NCFA, Inc. was founded in 2006.

NCFA, Inc.

Q: What is NCFA, Inc.'s official website and social media links?

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

Q: How many employees does NCFA, Inc. have currently?

NCFA, Inc. has approximately 8 employees.

Q: What technology does NCFA, Inc. use?

NCFA, Inc.'s tech stack includes JetEngine, reCAPTCHA, LiteSpeed, SWFObject, Cloudflare.

Q: What is NCFA, Inc.'s NAICS code?

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

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.

Insights

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