Insights

Financial Services Expansion Safe Harbor Financial is actively expanding its suite beyond traditional banking by launching a 401(k) plan and forming partnerships to offer cannabis-specific insurance solutions, signaling opportunities to cross-sell retirement services, risk management, and employee benefits.

Strategic Partnerships Recent partnerships with AlphaRoot, Frontier Risk, and Lüt indicate a push toward integrated payments, compliance solutions, and insurance offerings, presenting a chance to propose complementary fintech integrations, invoicing platforms, and risk/compliance tooling.

Growth Metrics Q2 revenue reached approximately 1.9 million with deposits toward 108 million, reflecting positive traction and client confidence—an opening to discuss scalable treasury services, larger credit facilities, and performance-based pricing with value-backed ROI.

Board Expansion New board appointments signals strategic governance and growth acceleration; engage to position premium advisory, strategic partnerships, and enterprise-grade compliance solutions that align with a broadened market reach.

Market Positioning Operating since 2015 in 41 states with over $35 billion in cannabis transactions processed demonstrates deep sector experience and credibility, offering opportunities to propose enterprise risk management, data analytics, and customer insight services tailored to compliant cannabis operators.

Similar companies to Safe Harbor Financial (Nasdaq: SHFS)

Safe Harbor Financial (Nasdaq: SHFS) Tech Stack

Safe Harbor Financial (Nasdaq: SHFS) uses 8 technology products and services including Hotjar, Cookiebot, OneTrust, and more. Explore Safe Harbor Financial (Nasdaq: SHFS)'s tech stack below.

Media & News

Safe Harbor Financial (Nasdaq: SHFS)'s Email Address Formats

Safe Harbor Financial (Nasdaq: SHFS) uses at least 3 email formats:
Safe Harbor Financial (Nasdaq: SHFS) Email FormatsExamplePercentage
First@shfinancial.orgJohn@shfinancial.org
66%
First.Last@shfinancial.orgJohn.Doe@shfinancial.org
26%
FLast@shfinancial.orgJDoe@shfinancial.org
8%

Frequently Asked Questions

What is Safe Harbor Financial (Nasdaq: SHFS)'s official website and social media links?

Minus sign iconPlus sign icon
Safe Harbor Financial (Nasdaq: SHFS)'s official website is shfinancial.org and has social profiles on LinkedIn and Crunchbase.

How much revenue does Safe Harbor Financial (Nasdaq: SHFS) generate?

Minus sign iconPlus sign icon
As of July 2026, Safe Harbor Financial (Nasdaq: SHFS)'s annual revenue is estimated to be $10M - $25M.

What is Safe Harbor Financial (Nasdaq: SHFS)'s NAICS code?

Minus sign iconPlus sign icon
Safe Harbor Financial (Nasdaq: SHFS)'s NAICS code is 52 - Finance and Insurance.

How many employees does Safe Harbor Financial (Nasdaq: SHFS) have currently?

Minus sign iconPlus sign icon
As of July 2026, Safe Harbor Financial (Nasdaq: SHFS) has approximately 111 employees across 4 continents, including North America, Africa and Asia. Key team members include Chief Executive Officer: J. O., Vp Of Onboarding And Financial Institutions: K. S. and Vp, Information Technology: J. R. Explore Safe Harbor Financial (Nasdaq: SHFS)'s employee directory with LeadIQ.

What industry does Safe Harbor Financial (Nasdaq: SHFS) belong to?

Minus sign iconPlus sign icon
Safe Harbor Financial (Nasdaq: SHFS) operates in the Financial Services industry.

What technology does Safe Harbor Financial (Nasdaq: SHFS) use?

Minus sign iconPlus sign icon
Safe Harbor Financial (Nasdaq: SHFS)'s tech stack includes Hotjar, Cookiebot, OneTrust, Shopify, Mailgun, Google Cloud, WP Engine and DigitalOcean Web Hosting.

What is Safe Harbor Financial (Nasdaq: SHFS)'s email format?

Minus sign iconPlus sign icon
Safe Harbor Financial (Nasdaq: SHFS)'s email format typically follows the pattern of First@shfinancial.org. Find more Safe Harbor Financial (Nasdaq: SHFS) email formats with LeadIQ.

How much funding has Safe Harbor Financial (Nasdaq: SHFS) raised to date?

Minus sign iconPlus sign icon
As of July 2026, Safe Harbor Financial (Nasdaq: SHFS) has raised $70M in funding. The last funding round occurred on Mar 04, 2025.

When was Safe Harbor Financial (Nasdaq: SHFS) founded?

Minus sign iconPlus sign icon
Safe Harbor Financial (Nasdaq: SHFS) was founded in 2014.
Safe Harbor Financial (Nasdaq: SHFS) logo

Safe Harbor Financial (Nasdaq: SHFS)

Financial ServicesColorado, United States51-200 Employees

Safe Harbor Financial is a financial services company based in Santa Monica, California, founded to serve the cannabis industry. Its platform focuses on cannabis banking, lending, and financial solutions designed to help operators manage funds, obtain credit, and support day-to-day operations and growth. The company positions itself as serving state-legal cannabis businesses across the United States, emphasizing understanding of the industry's needs and offering services that promote smarter, more durable operations. Since its inception, Safe Harbor has supported a broad network in the sector and has reported processing a significant volume of cannabis transactions, signaling active engagement in the cannabis financial ecosystem. In addition to its core banking and lending offerings, the organization has pursued product and service expansion, including the launch of a 401(k) retirement plan tailored for cannabis workers and a fully managed cannabis banking program that outsources operational and compliance tasks for financial institutions. The company operates in a space that blends financial services with regulatory considerations, aiming to modernize cannabis commerce through compliant, closed-loop payment initiatives and other financial solutions. Safe Harbor’s presence spans multiple states, reflecting its aim to provide nationwide access to cannabis-focused banking and financial services.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
51-200

Section iconFunding & Financials

  • $70M

    Safe Harbor Financial (Nasdaq: SHFS) has raised a total of $70M of funding over 4 rounds. Their latest funding round was raised on Mar 04, 2025 as a Post IPO Debt.

  • $10M - $25M

    Safe Harbor Financial (Nasdaq: SHFS)'s revenue is estimated to be in the range of $10M - $25M

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.