What is PTS Financial Services's NAICS code?

PTS Financial Services's NAICS code is 52 (Finance and Insurance).

Insights

Hidden revenue potential PTS specializes in uncovering additional revenue streams for client companies through add-on products and loyalty programs, presenting cross-sell opportunities for sales teams to pursue with current and prospective customers.

Industry targeting With services spanning Tax Prep, Loyalty Programs, GAP, Debit Card Services, and Telemedicine Benefit Plans, focus on consumer finance, staffing agencies, independent insurance agencies, and independent tax preparers to tailor bundled offerings.

Key executive access CEO Tony Farrell is a recognized expert and board member across multiple corporations, suggesting opportunities for strategic partnerships, co-selling, and executive sponsorship in enterprise deals.

Growth orientation PTS emphasizes cutting-edge training and growth hacking to drive measurable financial outcomes, signaling receptiveness to pilot programs, performance-based propositions, and rapid deployment of new modules.

Tech-enabled selling Utilize PTS’s tech stack (WordPress, Zoho, Salesforce Marketing Cloud Account Engagement, Google Cloud) to propose integrated CRM and marketing automation enhancements for client retention and revenue growth.

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PTS Financial Services Tech Stack

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

WordPress
Content Management System
Osano
Cookie Compliance
Zoho
Customer Relationship Management
Shopify
E-commerce
Google Workspace
Email
Google Cloud
Infrastructure As A Service
Salesforce Marketing Cloud Account Engagement
Marketing Automation
Vimeo
Video Players

Media & News

PTS Financial Services's Email Address Formats

PTS Financial Services uses at least 4 email formats:

PTS Financial Services Email Formats	Example	Percentage
FirstL@ptsfinancialservices.com	JohnD@ptsfinancialservices.com	85%
Last@ptsfinancialservices.com	Doe@ptsfinancialservices.com	9%
LastFi@ptsfinancialservices.com	DoeJo@ptsfinancialservices.com	3%
LFirst@ptsfinancialservices.com	DJohn@ptsfinancialservices.com	3%

Frequently Asked Questions

What is PTS Financial Services's phone number?

You can contact PTS Financial Services's main corporate office by phone at

+1-706-602-****

. 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?

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

How much revenue does PTS Financial Services generate?

As of September 2026, PTS Financial Services's annual revenue is estimated to be $25M - $50M.

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

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

How many employees does PTS Financial Services have currently?

As of September 2026, PTS Financial Services has approximately 25 employees across 3 continents, including North America, Europe and South America. Key team members include Chief Purchasing Officer: L. M., Owner: L. W. and Marketing Director: M. V. Explore PTS Financial Services's employee directory with LeadIQ.

What industry does PTS Financial Services belong to?

PTS Financial Services operates in the Financial Services industry.

What technology does PTS Financial Services use?

PTS Financial Services's tech stack includes WordPress, Osano, Zoho, Shopify, Google Workspace, Google Cloud, Salesforce Marketing Cloud Account Engagement and Vimeo.

What is PTS Financial Services's email format?

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?

PTS Financial Services was founded in 1999.

PTS Financial Services

Q: How many employees does PTS Financial Services have currently?

PTS Financial Services has approximately 25 employees.

Q: What technology does PTS Financial Services use?

PTS Financial Services's tech stack includes Lua, Really Simple Discovery, PHP, Google Workspace, Piwik.

Financial ServicesGeorgia, United States11-50 Employees

PTS Financial Services is a financial services firm based in Calhoun, Georgia, serving clients across the United States. It helps client companies identify hidden revenue opportunities by offering add-on products that highlight core services, with an emphasis on customer retention through loyalty programs and tax-prep initiatives. In 2020, the company expanded with the launch of PTS Insurance Company, adding an insurance subsidiary to its family of companies.

The company serves sectors including consumer finance, staffing agencies, independent insurance agencies, and independent tax preparation providers. Its service lineup includes Tax Prep, Loyalty Programs, GAP (Guarantee Asset Protection), Debit Card Services, and Telemedicine Benefit Plans. The organization describes its approach as leveraging training and growth tactics to support clients in achieving measurable financial outcomes.