Insights

Strategic Acquisition Next Step's recent acquisition by Cornerstone Advisors enhances its service offerings and broadens its market reach within the financial services sector, presenting upselling opportunities for integrated advisory and technology solutions.

Niche Expertise Specializing in core system selection and conversion management for financial institutions, Next Step is well-positioned to pursue targeted clients looking to upgrade their banking technology infrastructure.

Technological Engagement Utilizing popular tech stack components such as Drupal, PHP, and Google Analytics indicates openness to digital engagement, offering potential for tailored digital marketing and consultation services.

Growth Potential With a revenue range of 1 million to 10 million dollars and a focus on expanding banking technology solutions, there is significant room for scaling service offerings to mid-sized financial institutions.

Alignment with Larger Entities Next Step's services align well with larger nonprofit and community service organizations with similar operational scales, suggesting opportunities to diversify client base by targeting similar financial institutions seeking core system upgrades.

Next Step Tech Stack

Next Step uses 6 technology products and services including Drupal, jQuery, LinkedIn, and more. Explore Next Step's tech stack below.

  • Drupal
    Content Management System
  • jQuery
    Javascript Libraries
  • LinkedIn
    Online Community Software
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Media & News

Next Step's Email Address Formats

Next Step uses at least 1 format(s):
Next Step Email FormatsExamplePercentage
FLast@nextstepinc.comJDoe@nextstepinc.com
50%
FLast@nextstepinc.comJDoe@nextstepinc.com
50%

Frequently Asked Questions

Where is Next Step's headquarters located?

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Next Step's main headquarters is located at 6000 Metrowest Blvd., Suite 107 Orlando, FL 32835, US. The company has employees across 1 continents, including North America.

What is Next Step's phone number?

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You can contact Next Step'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 Next Step's official website and social media links?

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Next Step's official website is nextstepinc.com and has social profiles on LinkedIn.

What is Next Step's SIC code NAICS code?

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Next Step's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Next Step have currently?

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As of October 2025, Next Step has approximately 19 employees across 1 continents, including North America. Key team members include Business Relations Manager: B. D.Senior Consultant: C. C.Senior Consultant: P. M.. Explore Next Step's employee directory with LeadIQ.

What industry does Next Step belong to?

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Next Step operates in the Financial Services industry.

What technology does Next Step use?

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Next Step's tech stack includes DrupaljQueryLinkedInPHPGoogle Tag ManagerGoogle Analytics.

What is Next Step's email format?

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Next Step's email format typically follows the pattern of FLast@nextstepinc.com. Find more Next Step email formats with LeadIQ.

When was Next Step founded?

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Next Step was founded in 1995.

Next Step

Financial ServicesUnited States11-50 Employees

On December 2, 2021, the management and technology consulting firm Cornerstone Advisors acquired Next Step. The new partnership means enhanced advisory services and growth opportunities for both firms. Our combined experience, relationships, methodologies, and resources positions banks and credit unions for success. 

About Next Step

Passionately Serving Our Clients Since 1995

Next Step provides complete core system selection and conversion management services for growing financial institutions. We help banks and credit unions not only select the right system but also achieve the best vendor agreement, an outstanding conversion, and the greatest efficiency from the new technology. We also provide this assistance for key ancillary systems, such as digital banking, loan origination, ATM/Debit card processing, credit card processing, etc. We also help our clients with acquisition/merger conversions.

Section iconCompany Overview

Headquarters
6000 Metrowest Blvd., Suite 107 Orlando, FL 32835, US
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Next Step's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Next Step's revenue is estimated to be in the range of $1M$10M

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