Insights

Target Independent Advisors Nexus Financial's core focus on serving independent financial advisors presents a compelling opportunity to offer tailored product solutions and support services that enhance advisors' capabilities and client offerings.

Leverage Partnership Strengths Their strategic partnership with Osaic Wealth provides access to advanced technology platforms and comprehensive advisory services, indicating potential for selling innovative tech solutions and value-added resources to expand their infrastructure.

Capitalize on Product Range With a broad product lineup including life, annuities, long-term care, and disability insurance, there is an opportunity to introduce complementary financial products or specialized offerings to diversify their portfolio.

Age and Revenue Growth Considering Nexus Financial's revenue range of 10 to 25 million dollars and a relatively small employee base, targeted solutions for scaling operations, technology, or marketing could support their growth ambitions.

Market Expansion Potential Their extensive state securities registrations across numerous U.S. states suggest readiness for geographic expansion or new market penetration, offering opportunities for market intelligence services or expansion support solutions.

Nexus Financial Tech Stack

Nexus Financial uses 8 technology products and services including Beaver Builder, MySQL, oEmbed, and more. Explore Nexus Financial's tech stack below.

  • Beaver Builder
    Content Management System
  • MySQL
    Database
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • PHP
    Programming Languages
  • GoDaddy
    Web Hosting
  • jQuery Waypoints
    Web Tools And Plugins

Media & News

Nexus Financial's Email Address Formats

Nexus Financial uses at least 1 format(s):
Nexus Financial Email FormatsExamplePercentage
FLast@nexusf.comJDoe@nexusf.com
100%

Frequently Asked Questions

Where is Nexus Financial's headquarters located?

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Nexus Financial's main headquarters is located at 660 Sentry Parkway Suite 100 Blue Bell, Pennsylvania 19422 United States. The company has employees across 1 continents, including North America.

What is Nexus Financial's official website and social media links?

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Nexus Financial's official website is nexusf.com and has social profiles on LinkedIn.

What is Nexus Financial's NAICS code?

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Nexus Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Nexus Financial have currently?

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As of March 2026, Nexus Financial has approximately 13 employees across 1 continents, including North America. Key team members include Partner: K. S.Partner: C. H.Partner: G. R.. Explore Nexus Financial's employee directory with LeadIQ.

What industry does Nexus Financial belong to?

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Nexus Financial operates in the Financial Services industry.

What technology does Nexus Financial use?

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Nexus Financial's tech stack includes Beaver BuilderMySQLoEmbedGoogle Fonts APIjQuery MigratePHPGoDaddyjQuery Waypoints.

What is Nexus Financial's email format?

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Nexus Financial's email format typically follows the pattern of FLast@nexusf.com. Find more Nexus Financial email formats with LeadIQ.

When was Nexus Financial founded?

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Nexus Financial was founded in 2019.

Nexus Financial

Financial ServicesPennsylvania, United States11-50 Employees

Nexus Financial, LLC operates as a marketing organization formed by Independence Financial Group, Ltd and RHM Partners, LLC. It aims to align its objectives with independent advisors and support their growth while handling business processing in a timely, efficient manner. The company offers a broad portfolio of life, annuity, long-term care, and disability products and collaborates with Osaic Wealth, an independent broker-dealer with a corporate RIA, to provide planning, retirement, investments, and trust services, backed by a technology platform and in-house expertise.

Its primary clients are independent financial advisors seeking to expand their practice. Through Osaic Wealth, Nexus Financial serves high-net-worth individuals, business owners, and families seeking comprehensive financial planning and related services. Based in Blue Bell, Pennsylvania, the organization is a small- to mid-sized firm with more than 70 years of combined industry experience across its constituent entities.

Section iconCompany Overview

Headquarters
660 Sentry Parkway Suite 100 Blue Bell, Pennsylvania 19422 United States
Website
nexusf.com
NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Nexus Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Nexus Financial's revenue is estimated to be in the range of $10M$25M

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