Insights

Established client base Rosselot Financial Group is a family owned, full service financial planning firm with 51-200 employees and a revenue range of 250M-500M, indicating a solid mid-market platform suitable for expanded high-net-worth, family-office style services.

Technology footprint Current tech stack includes iCIMS, WordPress, Shopify, Mimecast, and analytics tools like Piwik PRO Core, suggesting opportunities to cross-sell fintech integrations, client portal enhancements, or marketing automation services.

Growth potential Revenue size places Rosselot among mid-tier financial services firms with scale but likely appetite for strategic partnerships, additional product lines, or advisory services to accelerate growth and attract more affluent clients.

Relationship focus Emphasis on open dialogue and ongoing communication signals receptiveness to personalized financial planning, onboarding programs, and concierge services that can be bundled with premium client experiences.

Market positioning Competitive landscape includes large, established firms; Rosselot may benefit from differentiators such as family-centric planning, disclosures transparency, and a lean midsize operating model to partner on co-branded campaigns or strategic referrals.

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Rosselot Financial Group Tech Stack

Rosselot Financial Group uses 8 technology products and services including iCIMS, html5media, WordPress, and more. Explore Rosselot Financial Group's tech stack below.

iCIMS
Applicant Tracking Systems
html5media
Audio, Video, Graphics
WordPress
Content Management System
Shopify
E-commerce
Mimecast
Email Security
Font Awesome
Font Scripts
Swiper
Javascript Libraries
Piwik PRO Core
Web Analytics

Rosselot Financial Group's Email Address Formats

Rosselot Financial Group uses at least 5 email formats:

Rosselot Financial Group Email Formats	Example	Percentage
First@rosselotfinancial.com	John@rosselotfinancial.com	88%
First.Last@rosselotfinancial.com	John.Doe@rosselotfinancial.com	8%
Last@rosselotfinancial.com	Doe@rosselotfinancial.com	4%
First@planwithrfg.com	John@planwithrfg.com	92%
First.Last@planwithrfg.com	John.Doe@planwithrfg.com	8%

Frequently Asked Questions

What is Rosselot Financial Group's phone number?

You can contact Rosselot Financial Group's main corporate office by phone at

+1-513-232-****

. 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 Rosselot Financial Group's official website and social media links?

Rosselot Financial Group's official website is planwithrfg.com and has social profiles on LinkedIn.

How much revenue does Rosselot Financial Group generate?

As of November 2026, Rosselot Financial Group's annual revenue is estimated to be $250M - $500M.

What is Rosselot Financial Group's NAICS code?

Rosselot Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Rosselot Financial Group have currently?

As of November 2026, Rosselot Financial Group has approximately 52 employees across 2 continents, including North America and South America. Key team members include Director Of Operations: L. A., Jefe Creditos: J. A. D. P. and Financial Advisor: P. S. Explore Rosselot Financial Group's employee directory with LeadIQ.

What industry does Rosselot Financial Group belong to?

Rosselot Financial Group operates in the Financial Services industry.

What technology does Rosselot Financial Group use?

Rosselot Financial Group's tech stack includes iCIMS, html5media, WordPress, Shopify, Mimecast, Font Awesome, Swiper and Piwik PRO Core.

What is Rosselot Financial Group's email format?

Rosselot Financial Group's email format typically follows the pattern of First@rosselotfinancial.com. Find more Rosselot Financial Group email formats with LeadIQ.

When was Rosselot Financial Group founded?

Rosselot Financial Group was founded in 1986.

Rosselot Financial Group

Q: How many employees does Rosselot Financial Group have currently?

Rosselot Financial Group has approximately 52 employees.

Q: What technology does Rosselot Financial Group use?

Rosselot Financial Group's tech stack includes Google Tag Manager, Swiper, jQuery, Mimecast Secure Email Gateway, oEmbed.

Q: What is Rosselot Financial Group's NAICS code?

Rosselot Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States51-200 Employees

The Rosselot Financial Group is a family-owned firm offering comprehensive financial planning services within the financial services industry. Based in Cincinnati, Ohio, the firm serves clients seeking structured guidance to manage their finances and reach personal goals. Its approach centers on developing strategies tailored to each client and maintaining ongoing conversations to support informed decision-making.

As a full-service planning practice, it emphasizes balancing current needs with preparation for the future. Relationships and clear communication underpin its client engagement, with a focus on ensuring clients feel comfortable with the decisions they make.