Insights

Specialized Niche Nolan Financial's focus on executive benefits and custom nonqualified retirement plans positions it as a key provider for organizations seeking tailored retirement solutions for their leadership teams, presenting an opportunity to expand client base within executive compensation markets.

Client-Centric Service The company's unique team-based, in-house administrative model ensures high accuracy and personalized service, making it an attractive partner for organizations prioritizing exceptional support and streamlined plan administration.

Technological Infrastructure Utilizing modern tools like Microsoft 365, Google Analytics, and Cloudflare, Nolan Financial demonstrates operational efficiency and data-driven decision-making, which can be leveraged to target technologically progressive organizations seeking innovative financial services.

Market Potential With a revenue range of 25 to 50 million dollars and specialized offerings, Nolan Financial is well-positioned to attract mid-sized organizations in need of sophisticated executive benefit solutions, offering opportunities for strategic partnerships and growth.

Competitive Landscape Operating in a space alongside large financial firms like Charles Schwab, Fidelity, and Morgan Stanley, Nolan Financial can differentiate through its personalized service and independence, appealing to organizations seeking bespoke solutions over cookie-cutter services.

Nolan Financial Tech Stack

Nolan Financial uses 8 technology products and services including Open Graph, Microsoft 365, jQuery, and more. Explore Nolan Financial's tech stack below.

  • Open Graph
    Content Management System
  • Microsoft 365
    Email
  • jQuery
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • X-UA-Compatible
    Web Tools And Plugins

Media & News

Nolan Financial's Email Address Formats

Nolan Financial uses at least 1 format(s):
Nolan Financial Email FormatsExamplePercentage
LastF@nolanfinancial.comDoeJ@nolanfinancial.com
41%
First@nolanfinancial.comJohn@nolanfinancial.com
9%
LastF@nolanfinancial.comDoeJ@nolanfinancial.com
41%
First@nolanfinancial.comJohn@nolanfinancial.com
9%

Frequently Asked Questions

Where is Nolan Financial's headquarters located?

Minus sign iconPlus sign icon
Nolan Financial's main headquarters is located at 6720 b Rockledge Drive, Suite 140. The company has employees across 2 continents, including North AmericaOceania.

What is Nolan Financial's phone number?

Minus sign iconPlus sign icon
You can contact Nolan Financial'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 Nolan Financial's official website and social media links?

Minus sign iconPlus sign icon
Nolan Financial's official website is nolanfinancial.com and has social profiles on LinkedIn.

What is Nolan Financial's SIC code NAICS code?

Minus sign iconPlus sign icon
Nolan Financial's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Nolan Financial have currently?

Minus sign iconPlus sign icon
As of December 2025, Nolan Financial has approximately 25 employees across 2 continents, including North AmericaOceania. Key team members include Chairman Of The Board At Nolan Financial: M. E. N.Owner: M. N.Senior Vice President, Account Management: B. H.. Explore Nolan Financial's employee directory with LeadIQ.

What industry does Nolan Financial belong to?

Minus sign iconPlus sign icon
Nolan Financial operates in the Financial Services industry.

What technology does Nolan Financial use?

Minus sign iconPlus sign icon
Nolan Financial's tech stack includes Open GraphMicrosoft 365jQueryCloudflare Bot ManagementX-Content-Type-OptionsGoogle AnalyticsGoDaddyX-UA-Compatible.

What is Nolan Financial's email format?

Minus sign iconPlus sign icon
Nolan Financial's email format typically follows the pattern of LastF@nolanfinancial.com. Find more Nolan Financial email formats with LeadIQ.

When was Nolan Financial founded?

Minus sign iconPlus sign icon
Nolan Financial was founded in 1989.

Nolan Financial

Financial ServicesMaryland, United States11-50 Employees

As a leader in executive benefits for more than thirty years, Nolan Financial has specialized in the custom design, enrollment, funding and administration of nonqualified retirement plans for the benefit of executives of public, private and tax-exempt organizations.
 
Nolan Financial distinguishes itself by the way we partner with our clients and the service we are able to provide to sponsors and participants.
 
Independence and Culture: Independently owned and applying an open architecture philosophy and platform, for both plan design and funding, allows Nolan Financial the freedom to find the best solution for every client.
 
Service and Administration: While most providers silo each department within their administrative structure, Nolan Financial utilizes a unique in the industry team-based administrative structure. Specialized service teams are assigned to each client and provide every aspect of administration and service. No outsourcing or traditional call center. This enables Nolan Financial to provide unparalleled accuracy and service for both plan sponsors and participants. 
 
Nolan Financial services:
   
•	Nonqualified Deferred Compensation Plans (NQDC)
•	Supplemental Executive Retirement Plans (SERP)
•	Bank Owned Life Insurance (BOLI)
•	Executives of Tax-Exempt Organizations (457 b/f)
•	Physicians and/or Executives Tax-Exempt Healthcare Organizations (457 b/f)
•	Supplemental Executive Insurance Plans - Life and Disability

Please see website for full disclosures.

Section iconCompany Overview

Headquarters
6720 b Rockledge Drive, Suite 140
Phone number
SIC Code
8741 - Management Services
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

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

Section iconFunding & Financials

  • $25M$50M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.