Insights

Retirement Focus Targeted opportunity to offer retirement planning and long-term investment solutions to individuals saving for retirement, highlighting Principal México's emphasis on ethical investment management and personalized service.

SMB Market Fit Potential to position more scalable retirement and investment products for mid-sized employers in Mexico, leveraging the existing mid-market client base and the company’s 201-500 employee footprint.

Tech Enablement Advise on expanding digital advisory and self-service tools using Principal México tech stack (Power BI dashboards, Google Ads, Salesforce Visualforce) to improve client acquisition, onboarding, and ongoing portfolio monitoring.

Analytics Upsell Cross-sell data-driven investment insights and reporting services to clients, using Power BI and Excel-based analytics to demonstrate portfolio performance and retirement readiness.

Partnership Potential Explore strategic partnerships with real estate investment platforms or institutional investors given historical investment activity and the broader Principal ecosystem, to diversify retirement solutions and funding options.

Similar companies to Principal México

Principal México Tech Stack

Principal México uses 8 technology products and services including Facebook Ads, Salesforce Lightning, Databricks, and more. Explore Principal México's tech stack below.

Principal México's Email Address Formats

Principal México uses at least 8 email formats:
Principal México Email FormatsExamplePercentage
Last.First@principal.comDoe.John@principal.com
85%
First.Last@principal.comJohn.Doe@principal.com
12%
F.Last@principal.comJ.Doe@principal.com
2%
FirstLast@principal.comJohnDoe@principal.com
1%
Last.First@principal.com.mxDoe.John@principal.com.mx
78%
FLast@principal.com.mxJDoe@principal.com.mx
19%
FirstLast@principal.com.mxJohnDoe@principal.com.mx
1%
First.Last@principal.com.mxJohn.Doe@principal.com.mx
2%

Frequently Asked Questions

What is Principal México's phone number?

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You can contact Principal México'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 Principal México's official website and social media links?

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Principal México's official website is principal.com.mx and has social profiles on LinkedIn.

How much revenue does Principal México generate?

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As of August 2026, Principal México's annual revenue is estimated to be $25M - $50M.

What is Principal México's NAICS code?

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Principal México's NAICS code is 52 - Finance and Insurance.

How many employees does Principal México have currently?

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As of August 2026, Principal México has approximately 212 employees across 2 continents, including North America and South America. Key team members include Chief Investment Officer: N. F., Head Of Investment Risk Compliance: O. A. Z. and Director De Operaciones: J. A. V. G. Explore Principal México's employee directory with LeadIQ.

What industry does Principal México belong to?

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Principal México operates in the Financial Services industry.

What technology does Principal México use?

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Principal México's tech stack includes Facebook Ads, Salesforce Lightning, Databricks, Tableau, GitHub, Drupal, Adobe Experience Cloud and Microsoft Azure.

What is Principal México's email format?

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Principal México's email format typically follows the pattern of Last.First@principal.com. Find more Principal México email formats with LeadIQ.

When was Principal México founded?

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Principal México was founded in 1993.
Principal México logo

Principal México

Financial ServicesNuevo León, Mexico201-500 Employees

Principal México operates in the financial services sector, offering retirement savings and long-term investment solutions for individuals. The firm emphasizes ethical conduct, professional management of investments, and a commitment to personalized service delivered to high standards.

Its client base consists of individuals pursuing retirement goals through ongoing savings and prudent investing. Based in San Pedro Garza García, Nuevo León, the company positions itself as a mid-sized player within Mexico's financial services industry, prioritizing trust, support, and access to expert guidance.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
201-500

Section iconFunding & Financials

  • $25M - $50M

    Principal México's revenue is estimated to be in the range of $25M - $50M

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