Insights

Niche Scale Small firm profile with securities through a larger broker-dealer suggests a potential need for scalable tech and compliance solutions tailored to mid-size financial services practices.

Tech Stack Adoption of cloud and security awareness tools plus CMS and collaboration platforms indicates opportunities for integrated cybersecurity, data governance, CRM, and workflow automation enhancements.

Revenue Footprint Annual revenue in the mid-range where firms often seek cost-effective fintech and outsourced processing, back-office optimization, and advisory platform upgrades.

Growth Readiness Recent funding signals potential for scale; cross-sell capital markets software, client onboarding accelerators, and advisor training platforms to support expansion.

Competitive Benchmark Serving in a competitive space with large incumbents suggests emphasis on differentiators such as personalized service, regulatory compliance tooling, and technology-enabled advisory experiences.

Similar companies to RICKSTAR Financial, LLC

RICKSTAR Financial, LLC Tech Stack

RICKSTAR Financial, LLC uses 8 technology products and services including Atlassian, Amazon Web Services, Open Graph, and more. Explore RICKSTAR Financial, LLC's tech stack below.

RICKSTAR Financial, LLC's Email Address Formats

RICKSTAR Financial, LLC uses at least 1 email format:
RICKSTAR Financial, LLC Email FormatsExamplePercentage
FLast@rickstarfinancial.comJDoe@rickstarfinancial.com
100%

Frequently Asked Questions

What is RICKSTAR Financial, LLC's phone number?

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You can contact RICKSTAR Financial, LLC'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 RICKSTAR Financial, LLC's official website and social media links?

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RICKSTAR Financial, LLC's official website is rickstarfinancial.com and has social profiles on LinkedIn.

How much revenue does RICKSTAR Financial, LLC generate?

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As of September 2026, RICKSTAR Financial, LLC's annual revenue is estimated to be $1M - $10M.

What is RICKSTAR Financial, LLC's NAICS code?

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RICKSTAR Financial, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does RICKSTAR Financial, LLC have currently?

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As of September 2026, RICKSTAR Financial, LLC has approximately 3 employees across 2 continents, including North America and Asia. Key team members include Marketing Intern And Administrative Assistant: B. R. Explore RICKSTAR Financial, LLC's employee directory with LeadIQ.

What industry does RICKSTAR Financial, LLC belong to?

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RICKSTAR Financial, LLC operates in the Financial Services industry.

What technology does RICKSTAR Financial, LLC use?

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RICKSTAR Financial, LLC's tech stack includes Atlassian, Amazon Web Services, Open Graph, WordPress, Microsoft 365, Cornerstone, KnowBe4 and HTTP/3.

What is RICKSTAR Financial, LLC's email format?

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RICKSTAR Financial, LLC's email format typically follows the pattern of FLast@rickstarfinancial.com. Find more RICKSTAR Financial, LLC email formats with LeadIQ.
RICKSTAR Financial, LLC logo

RICKSTAR Financial, LLC

Financial ServicesMichigan, United States2-10 Employees

RICKSTAR Financial, LLC operates within the financial services sector, offering securities products and related services through Newbridge Securities Corporation. Based in Ypsilanti, Michigan, the firm provides access to securities solutions within a regulatory framework that includes FINRA and SIPC membership via its partner network. With a small professional team, the company serves clients seeking independent financial services and securities recommendations, situating itself as a boutique provider in a market dominated by larger, far-reaching firms. The arrangement implies a focus on personalized service and local availability for clients in the Michigan region, leveraging the broader capabilities of Newbridge Securities Corporation while maintaining a distinct presence. The company’s activities are anchored in established financial services practices, operating in a landscape where individuals and advisers seek regulated access to securities products.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    RICKSTAR Financial, LLC's revenue is estimated to be in the range of $1M - $10M

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