Insights

Revenue Growth Potential With annual revenue between 25 and 50 million dollars and a client base across various industries, PTS Financial Services presents significant opportunities for expand services such as loyalty programs, tax preparation, and insurance solutions to enhance revenue streams.

Industry Expansion Serving diverse sectors including consumer finance, staffing, and insurance, PTS offers tailored financial products, indicating a potential to introduce specialized add-on services or technology solutions for each vertical to deepen client engagement.

Technology Integration The company's usage of platforms like Zoho, Shopify, and MySQL demonstrates openness to technological innovation, making it a receptive target for advanced analytics, customer engagement tools, or automation services to streamline operations.

Leadership and Growth Recent leadership promotions and the launch of PTS Insurance Company suggest a focus on organizational growth and diversification, creating opportunities to promote complementary services like legal, compliance, or insurance technology solutions.

Operational Initiatives Initiatives such as Operation Hire a Vet reflect their community engagement efforts, providing avenues to offer tailored HR solutions, veteran hiring platforms, or employee engagement tools to support their social responsibility and talent acquisition strategies.

PTS Financial Services Tech Stack

PTS Financial Services uses 8 technology products and services including jQuery CDN, RSS, Zoho, and more. Explore PTS Financial Services's tech stack below.

  • jQuery CDN
    Content Delivery Network
  • RSS
    Content Management System
  • Zoho
    Customer Relationship Management
  • MySQL
    Database
  • Shopify
    E-commerce
  • Yoast SEO
    Search Engines
  • X-XSS-Protection
    Security
  • HSTS
    Security

Media & News

PTS Financial Services's Email Address Formats

PTS Financial Services uses at least 1 format(s):
PTS Financial Services Email FormatsExamplePercentage
FirstL@ptsfinancialservices.comJohnD@ptsfinancialservices.com
84%
Last@ptsfinancialservices.comDoe@ptsfinancialservices.com
10%
LastFi@ptsfinancialservices.comDoeJo@ptsfinancialservices.com
3%
FirLast@ptsfinancialservices.comJohDoe@ptsfinancialservices.com
3%

Frequently Asked Questions

Where is PTS Financial Services's headquarters located?

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PTS Financial Services's main headquarters is located at 113 North Park Avenue Calhoun, Georgia 30701 United States. The company has employees across 2 continents, including North AmericaEurope.

What is PTS Financial Services's phone number?

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You can contact PTS Financial Services'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 PTS Financial Services's official website and social media links?

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PTS Financial Services's official website is ptsfinancialservices.com and has social profiles on LinkedIn.

What is PTS Financial Services's SIC code NAICS code?

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PTS Financial Services's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does PTS Financial Services have currently?

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As of February 2026, PTS Financial Services has approximately 26 employees across 2 continents, including North AmericaEurope. Key team members include Chief Purchasing Officer: L. M.Vp Of Sales And Development: J. J.Vice President Of Marketing And Business Development: K. F.. Explore PTS Financial Services's employee directory with LeadIQ.

What industry does PTS Financial Services belong to?

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PTS Financial Services operates in the Financial Services industry.

What technology does PTS Financial Services use?

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PTS Financial Services's tech stack includes jQuery CDNRSSZohoMySQLShopifyYoast SEOX-XSS-ProtectionHSTS.

What is PTS Financial Services's email format?

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PTS Financial Services's email format typically follows the pattern of FirstL@ptsfinancialservices.com. Find more PTS Financial Services email formats with LeadIQ.

When was PTS Financial Services founded?

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PTS Financial Services was founded in 1999.

PTS Financial Services

Financial ServicesGeorgia, United States11-50 Employees

At PTS, we help companies across America discover hidden revenue opportunities through use of add-on products that promote and/or highlight key services. We are experts at customer retention through loyalty programs, tax prep programs and other key services that our affiliate's customers appreciate. 

Through use of cutting-edge training and growth hacking tactics, we have helped hundreds of companies attain measurable success in regards to their financial goals. Tony Farrell, CEO, is a recognized expert in this field and has served as board member to many corporations. We've worked with both national and regional brands.

Services include: Tax Prep, Loyalty Programs, GAP (Guarantee Asset Protection), Debit Card Services, and Telemedicine Benefit Plans.

Industries in which we serve: Consumer Finance, Staffing Agencies, Independent Insurance Agencies, and Independant Tax Preparation Providers.

Let us help you discover hidden opportunities, please visit our website for more details. https://www.ptsfinancialservices.com

Interested in working with us? Email us at salesteam@ptsfinancialservices.com

Section iconCompany Overview

Headquarters
113 North Park Avenue Calhoun, Georgia 30701 United States
Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    PTS Financial Services's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    PTS Financial Services's revenue is estimated to be in the range of $25M$50M

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