Insights

Affiliated Expertise Leverage Peak Financial Management's affiliation with Fidelity Investments to position comprehensive, non-proprietary investment guidance as a differentiator for high-trust clients seeking objective advisory services.

Targeted Growth Sectors Capitalize on recent asset investments in SPDR DoubleLine Total Return Tactical ETF and Diageo to identify clients with diversified, tax-efficient, or income-focused strategies and cross-sell related products and research.

Boutique Scale With a lean team and $1M–$10M revenue, pursue personalized advisory services for high-net-worth individuals or families upgrading from DIY investing, offering concierge planning and holistic wealth management packages.

Tech Enablement Utilize firm’s tech stack (iCIMS, Calendly, AWS, WordPress, Webflow, Google Workspace, Mailchimp) to streamline outreach, onboarding, client portals, and automated nurturing campaigns for scalable client acquisition.

Market Positioning Differentiate against large incumbents by emphasizing objective, fiduciary, non-proprietary product recommendations; target partnerships with mid-market firms seeking aligned, conflict-free financial planning.

Peak Financial Management Tech Stack

Peak Financial Management uses 8 technology products and services including iCIMS, Calendly, Amazon Web Services, and more. Explore Peak Financial Management's tech stack below.

iCIMS

Applicant Tracking Systems

Calendly

Appointment Scheduling

Amazon Web Services

Cloud Hosting

WordPress

Content Management System

E-commerce

Page Builders

Peak Financial Management Email Formats	Example	Percentage
First@peakfinancialmanagement.com	John@peakfinancialmanagement.com	100%

Peak Financial Management Email Formats

Example

Percentage

First@peakfinancialmanagement.com

John@peakfinancialmanagement.com

100%

Frequently Asked Questions

What is Peak Financial Management's phone number?

You can contact Peak Financial Management's main corporate office by phone at

+1-303-255-****

. 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 Peak Financial Management's official website and social media links?

Peak Financial Management's official website is peakfinancialmanagement.com and has social profiles on LinkedIn.

How much revenue does Peak Financial Management generate?

As of September 2026, Peak Financial Management's annual revenue is estimated to be $1M - $10M.

What is Peak Financial Management's NAICS code?

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

How many employees does Peak Financial Management have currently?

As of September 2026, Peak Financial Management has approximately 2 employees across 1 continents, including North America. Key team members include Relationship Manager: C. P., HR & Accounting Manager: L. P. and : B. W. Explore Peak Financial Management's employee directory with LeadIQ.

What industry does Peak Financial Management belong to?

Peak Financial Management operates in the Financial Services industry.

What technology does Peak Financial Management use?

Peak Financial Management's tech stack includes iCIMS, Calendly, Amazon Web Services, WordPress, Shopify, Google Workspace, Mailchimp and Webflow.

What is Peak Financial Management's email format?

Peak Financial Management's email format typically follows the pattern of First@peakfinancialmanagement.com. Find more Peak Financial Management email formats with LeadIQ.

When was Peak Financial Management founded?

Peak Financial Management was founded in 1995.

Peak Financial Management

Q: How many employees does Peak Financial Management have currently?

Peak Financial Management has approximately 2 employees.

Q: What technology does Peak Financial Management use?

Peak Financial Management's tech stack includes Google Hosted Libraries, Amazon Web Services, DoubleClick Floodlight, RSS, iCIMS.

Q: What is Peak Financial Management's NAICS code?

Peak Financial Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States2-10 Employees

Peak Financial Management, Inc. is a small financial planning firm offering comprehensive planning services for individuals. Founded in 1995 and based in Broomfield, Colorado, its advisory team is affiliated with Fidelity Investments, which provides objective investment guidance and access to non-proprietary investment products to help clients pursue their goals. This arrangement supports tailored strategies that align with clients’ priorities and values.

The firm serves people at various life stages—from newly formed households to those planning for college and retirement—helping them translate goals into concrete financial plans. By emphasizing personalized advice and non-proprietary investment options, Peak provides investment guidance that is not tied to proprietary products. In the financial services industry, the practice focuses on objective, client-centered planning.

Insights

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