LeadIQ logo
Learn more at LeadIQ.com

Insights

Private Wealth Focus Puritan Financial serves clients seeking retirement planning, retirement management, and legacy services, indicating opportunity for targeted wealth management partnerships, estate planning collaborations, and advisory services for affluent individuals.

Mid-Size Capability With 11-50 employees and revenue in the 50-100M range, Puritan sits between boutique and large firms, suggesting value in scalable technology, compliance tooling, and back-office solutions that fit mid-market financial services providers.

Digital Presence The tech stack includes WordPress and SEO tooling, signaling potential needs for optimized digital marketing, client onboarding portals, and secure content delivery to enhance client acquisition and engagement.

Growth Readiness Revenue scale and client-focused branding imply readiness for partnerships in financial planning software, CRM integration, or robo-advisor/retirement tools to expand service offerings.

Industry Synergy Compared to large incumbents, Puritan could benefit from streamlined compliance, risk analytics, and performance reporting solutions—areas where vendors serving mid-to-large financial firms frequently win new contracts.

Puritan Financial Companies, Inc. Tech Stack

Puritan Financial Companies, Inc. uses 8 technology products and services including WordPress, Google Fonts API, Font Awesome, and more. Explore Puritan Financial Companies, Inc.'s tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • Lightbox
    Javascript Libraries
  • Select2
    Javascript Libraries
  • Hammer.js
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • YouTube
    Video Players

Puritan Financial Companies, Inc.'s Email Address Formats

Puritan Financial Companies, Inc. uses at least 1 format(s):
Puritan Financial Companies, Inc. Email FormatsExamplePercentage
FLast@puritangroup.comJDoe@puritangroup.com
71%
FirstLast@puritangroup.comJohnDoe@puritangroup.com
23%
First.Last@puritangroup.comJohn.Doe@puritangroup.com
3%
First@puritangroup.comJohn@puritangroup.com
3%

Frequently Asked Questions

What is Puritan Financial Companies, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Puritan Financial Companies, Inc.'s main corporate office by phone at
+1-972-380-****
. 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 Puritan Financial Companies, Inc.'s official website and social media links?

Minus sign iconPlus sign iconPuritan Financial Companies, Inc.'s official website is puritangroup.com and has social profiles on LinkedIn.

How much revenue does Puritan Financial Companies, Inc. generate?

Minus sign iconPlus sign icon As of July 2026, Puritan Financial Companies, Inc.'s annual revenue is estimated to be $50M - $100M.

What is Puritan Financial Companies, Inc.'s NAICS code?

Minus sign iconPlus sign iconPuritan Financial Companies, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Puritan Financial Companies, Inc. have currently?

Minus sign iconPlus sign iconAs of July 2026, Puritan Financial Companies, Inc. has approximately 45 employees across 1 continents, including North America. Key team members include Staff Accountant: N. R.. Explore Puritan Financial Companies, Inc.'s employee directory with LeadIQ.

What industry does Puritan Financial Companies, Inc. belong to?

Minus sign iconPlus sign iconPuritan Financial Companies, Inc. operates in the Financial Services industry.

What technology does Puritan Financial Companies, Inc. use?

Minus sign iconPlus sign iconPuritan Financial Companies, Inc.'s tech stack includes WordPressGoogle Fonts APIFont AwesomeLightboxSelect2Hammer.jsYoast SEOYouTube.

What is Puritan Financial Companies, Inc.'s email format?

Minus sign iconPlus sign iconPuritan Financial Companies, Inc.'s email format typically follows the pattern of FLast@puritangroup.com. Find more Puritan Financial Companies, Inc. email formats with LeadIQ.

When was Puritan Financial Companies, Inc. founded?

Minus sign iconPlus sign iconPuritan Financial Companies, Inc. was founded in 1994.
Puritan Financial Companies, Inc. logo

Puritan Financial Companies, Inc.

Financial ServicesTexas, United States11-50 Employees

Puritan Financial Companies, Inc. operates in the financial services sector and is based in Plano, Texas. The firm emphasizes ethical conduct and high-quality service in its client work. It offers personalized advisory support and financial tools designed to assist individuals as they prepare for retirement, manage retirement income, and plan for leaving a legacy.

Its client base includes individuals seeking retirement planning and legacy planning, with services tailored to these financial considerations. As a smaller firm within the financial services industry, Puritan provides ongoing support across different stages of retirement from its Plano location.

Section iconCompany Overview

Phone number
+1-972-380-****
Website
puritangroup.com
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Puritan Financial Companies, Inc.'s revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    Puritan Financial Companies, Inc.'s revenue is estimated to be in the range of $50M - $100M

Company Leadership

  • Stylized image of a person
    N. R.
    Staff Accountant
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.