Insights

Industry positioning Phillips Financial operates in the financial services sector with a focus on employee benefits, offering analytics-driven, proactive strategies to reduce costs and improve workforce wellbeing, which aligns well with mid-market employers seeking value-driven benefits management.

Growth visibility Revenue is in the $10M-$25M range and the company has earned public recognition (CNBC Financial Advisor 100 at No. 62), signaling credibility and potential to expand services to larger employer clients and improve market share among peers.

Technology stack Key platforms include Salesforce, WordPress, Microsoft 365, and data-driven reporting capabilities, suggesting opportunities to upsell advanced analytics, CRM-driven outreach, and digital benefits communications to enhance client adoption and retention.

Compliance & advisory Services include employer-sponsored retirement planning via affiliated entities and a compliance consultant hire in 2017, indicating potential to offer integrated fiduciary, regulatory, and retirement plan optimization services to existing and prospective clients.

Expansion opportunities With a small team (11-50 employees) and a portfolio of growth-focused messaging, there is potential to scale client acquisition in mid-market segments through partnerships with larger benefit platforms or regional employers seeking smarter spend and healthier workforce outcomes.

Similar companies to Phillips Financial - Employee Benefits

Phillips Financial - Employee Benefits Tech Stack

Phillips Financial - Employee Benefits uses 8 technology products and services including RSS, WordPress, Salesforce, and more. Explore Phillips Financial - Employee Benefits's tech stack below.

Phillips Financial - Employee Benefits's Email Address Formats

Phillips Financial - Employee Benefits uses at least 3 email formats:
Phillips Financial - Employee Benefits Email FormatsExamplePercentage
First@1phillips.comJohn@1phillips.com
82%
Last@1phillips.comDoe@1phillips.com
16%
First.Last@1phillips.comJohn.Doe@1phillips.com
2%

Frequently Asked Questions

What is Phillips Financial - Employee Benefits's official website and social media links?

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Phillips Financial - Employee Benefits's official website is myphillips.com and has social profiles on LinkedIn.

How much revenue does Phillips Financial - Employee Benefits generate?

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As of August 2026, Phillips Financial - Employee Benefits's annual revenue is estimated to be $10M - $25M.

What is Phillips Financial - Employee Benefits's NAICS code?

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Phillips Financial - Employee Benefits's NAICS code is 52 - Finance and Insurance.

How many employees does Phillips Financial - Employee Benefits have currently?

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As of August 2026, Phillips Financial - Employee Benefits has approximately 11 employees across 1 continents, including North America. Key team members include Partner, Group Benefit Adviser: B. B. B. Explore Phillips Financial - Employee Benefits's employee directory with LeadIQ.

What industry does Phillips Financial - Employee Benefits belong to?

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Phillips Financial - Employee Benefits operates in the Financial Services industry.

What technology does Phillips Financial - Employee Benefits use?

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Phillips Financial - Employee Benefits's tech stack includes RSS, WordPress, Salesforce, Microsoft 365, SEOmatic, DigitalOcean Web Hosting, Apache and Apache HTTP Server.

What is Phillips Financial - Employee Benefits's email format?

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Phillips Financial - Employee Benefits's email format typically follows the pattern of First@1phillips.com. Find more Phillips Financial - Employee Benefits email formats with LeadIQ.
Phillips Financial - Employee Benefits logo

Phillips Financial - Employee Benefits

Financial ServicesIndiana, United States11-50 Employees

Phillips Financial - Employee Benefits operates in the financial services sector, focusing on employer-sponsored benefit programs. The firm emphasizes an analytics-driven approach to benefits, aiming to improve employee wellbeing while managing costs for employers, and provides transparent reporting on plan costs and data-backed recommendations to support long-term sustainability and talent engagement. Based in Fort Wayne, Indiana, the company serves clients seeking to attract, engage, and retain employees through clearer benefits offerings and simpler employee communication, with services extended through Phillips Financial Management, LLC, for retirement plan-related advisory work.

Founded and positioned as a modern alternative to traditional brokerage, Phillips Financial differentiates itself by integrating proactive analytics into benefit strategy rather than relying on conventional methods. The organization operates within a network of similarly sized professional services firms and other large industry players, targeting employers who require structured, understandable benefits management and communication. A notable recent development is recognition on CNBC’s Financial Advisor 100 list, highlighting its industry presence in the regional market.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Phillips Financial - Employee Benefits's revenue is estimated to be in the range of $10M - $25M

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