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Insights

Niche Financial Services Patten and Patten, Inc. operates in the financial services sector with a lean team, suggesting high potential for tailored software, data analytics, and marketing automation solutions that scale for small to mid-market firms.

Mid-market Revenue With estimated annual revenue between 10M and 25M and a growth trajectory indicated by market activity, there is opportunity for financial technology, CRM enhancements, and security solutions to support expanding operations.

Tech Stack Modernization Current use of WordPress, Squarespace, and Microsoft 365 indicates room for integrated platforms, analytics, CRM, and cybersecurity services to consolidate tools and improve efficiency.

Recent Publications The July 2023 13F holdings comparison news signals active investment activities; prospect for portfolio management tools, data aggregation, compliance reporting, and regulatory tech services.

Growth Opportunities Small-to-mid sized financial firms like Patten and Patten often seek scalable solutions in marketing, client onboarding, data security, and performance analytics to support strategic expansion and competitive positioning.

Similar companies to Patten and Patten, Inc.

Patten and Patten, Inc. Tech Stack

Patten and Patten, Inc. uses 8 technology products and services including Matomo, Squarespace, WordPress, and more. Explore Patten and Patten, Inc.'s tech stack below.

Patten and Patten, Inc.'s Email Address Formats

Patten and Patten, Inc. uses at least 4 email formats:
Patten and Patten, Inc. Email FormatsExamplePercentage
First@patteninc.comJohn@patteninc.com
62%
FLast@patteninc.comJDoe@patteninc.com
19%
First.Last@patteninc.comJohn.Doe@patteninc.com
14%
Last@patteninc.comDoe@patteninc.com
5%

Frequently Asked Questions

What is Patten and Patten, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Patten and Patten, Inc.'s main corporate office by phone at
+1-423-756-****
. 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 Patten and Patten, Inc.'s official website and social media links?

Minus sign iconPlus sign iconPatten and Patten, Inc.'s official website is patteninc.com and has social profiles on LinkedIn.

How much revenue does Patten and Patten, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, Patten and Patten, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Patten and Patten, Inc.'s NAICS code?

Minus sign iconPlus sign iconPatten and Patten, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Patten and Patten, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, Patten and Patten, Inc. has approximately 17 employees across 1 continents, including North America. Key team members include Principal: T. T., Internal It And Operations Support: J. D. and Architectural Designer: A. D. Explore Patten and Patten, Inc.'s employee directory with LeadIQ.

What industry does Patten and Patten, Inc. belong to?

Minus sign iconPlus sign iconPatten and Patten, Inc. operates in the Financial Services industry.

What technology does Patten and Patten, Inc. use?

Minus sign iconPlus sign iconPatten and Patten, Inc.'s tech stack includes Matomo, Squarespace, WordPress, Squarespace Commerce, Microsoft 365, WP Engine, Piwik PRO Core and Sitelinks Search Box.

What is Patten and Patten, Inc.'s email format?

Minus sign iconPlus sign iconPatten and Patten, Inc.'s email format typically follows the pattern of First@patteninc.com. Find more Patten and Patten, Inc. email formats with LeadIQ.
Patten and Patten, Inc. logo

Patten and Patten, Inc.

Financial ServicesTennessee, United States11-50 Employees

Patten and Patten, Inc. is a financial services firm based in Chattanooga, Tennessee. It is described as a smaller organization within its industry, reflecting a modest scale. The information notes a product development related to 13F holdings comparisons, indicating activity in investment holdings data.

A July 2023 industry item references the launch of a 13F Holdings Comparison associated with Patten, Inc. Details about its customer base or the specific problems it aims to address are not provided in the available information.

Section iconCompany Overview

Phone number
+1-423-756-****
Website
patteninc.com
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M - $25M

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

Company Leadership

  • Principal at Patten and Patten, Inc.
    T. T.
    Principal
    Mobile Phone
  • Internal It And Operations Support at Patten and Patten, Inc.
    J. D.
    Internal It And Operations Support
    Mobile Phone
  • Architectural Designer at Patten and Patten, Inc.
    A. D.
    Architectural Designer
    Mobile Phone
  • Administrative Assistant Compliance at Patten and Patten, Inc.
    A. F.
    Administrative Assistant Compliance
    Mobile Phone
  • Administrative Assistant at Patten and Patten, Inc.
    J. H.
    Administrative Assistant
    Mobile Phone

Employee Directory

  • Officer at Patten and Patten, Inc.
    J. P.
    Officer
    Mobile Phone
  • Portfolio Administrator at Patten and Patten, Inc.
    K. D.
    Portfolio Administrator
    Mobile Phone

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