Innovative Service Launches PFS Global recently introduced AgencyPoint, a new platform aimed at assisting insurance agencies with accounting and related services, presenting an opportunity to target insurance professionals seeking streamlined financial solutions.

Growing Client Base With a broad nationwide footprint servicing hundreds of clients in the United States, PFS Global demonstrates strong market reach and potential for expanding partnerships across various financial and insurance sectors.

Mid-Sized Revenue Generating between 10 million and 25 million dollars in revenue, PFS Global is an actively growing firm that may be interested in scalable financial technology tools and consulting to enhance its service offerings.

Technology Stack Utilizing modern web security measures and productivity tools like Google Workspace and Ant Design, PFS Global values secure and efficient technology, indicating openness to innovative fintech integrations and cybersecurity solutions.

Market Positioning Operating in the business consulting and financial management industry with a relatively small team of 51-200 employees, PFS Global is positioned to be receptive to targeted service solutions that support growth and operational efficiency.