Insights

Acquisition Strategy Recent acquisitions show that Sage Financial Group is open to partnerships or acquisitions, presenting opportunities for collaboration or offering complementary services to expand their market reach.

Industry Recognition With consistent recognition as a top financial advisor nationally and locally, Sage Financial Group's reputation and credibility can be leveraged to attract new clients seeking reputable wealth management services.

Employer Branding Being recognized as the #2 Best Place to Work among companies of similar size provides an opportunity to engage employees, improve retention rates, and use the positive employer branding as a competitive advantage in attracting top industry talent.

Financial Planning Services Sage Financial Group's expertise in financial planning services can be marketed to individuals or businesses looking for experienced wealth managers to help them navigate complex financial landscapes and achieve their investment goals.

Digital Presence Utilizing a tech stack that includes Cloudflare, jQuery, and Bootstrap showcases Sage Financial Group's digital readiness, offering opportunities to enhance online visibility, user experience, and lead generation through digital marketing strategies.

Sage Financial Group Tech Stack

Sage Financial Group uses 8 technology products and services including Cloudflare, Cufon, Prototype, and more. Explore Sage Financial Group's tech stack below.

  • Cloudflare
    Content Management System
  • Cufon
    Font Scripts
  • Prototype
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • Nginx
    Web Servers

Media & News

Sage Financial Group's Email Address Formats

Sage Financial Group uses at least 1 format(s):
Sage Financial Group Email FormatsExamplePercentage
FLast@sagefinancial.comJDoe@sagefinancial.com
87%
First.Last@sagefinancial.comJohn.Doe@sagefinancial.com
6%
First@sagefinancial.comJohn@sagefinancial.com
3%
LFirst@sagefinancial.comDJohn@sagefinancial.com
4%

Frequently Asked Questions

Where is Sage Financial Group's headquarters located?

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Sage Financial Group's main headquarters is located at 300 Barr Harbor Dr Conshohocken, Pennsylvania 19428 US. The company has employees across 4 continents, including North AmericaOceaniaAfrica.

What is Sage Financial Group's stock symbol?

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Sage Financial Group is a publicly traded company; the company's stock symbol is N/A.

What is Sage Financial Group's official website and social media links?

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Sage Financial Group's official website is sagefinancial.com and has social profiles on LinkedIn.

How much revenue does Sage Financial Group generate?

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As of June 2024, Sage Financial Group's annual revenue reached $7.5M.

What is Sage Financial Group's SIC code NAICS code?

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Sage Financial Group's SIC code is 6282 - Investment Advice NAICS code is 523920 - Portfolio Management.

How many employees does Sage Financial Group have currently?

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As of June 2024, Sage Financial Group has approximately 54 employees across 4 continents, including North AmericaOceaniaAfrica. Key team members include Chief Executive Officer: D. C.Chief Executive Officer: R. C.President: A. C.. Explore Sage Financial Group's employee directory with LeadIQ.

What industry does Sage Financial Group belong to?

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Sage Financial Group operates in the Financial Services industry.

What technology does Sage Financial Group use?

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Sage Financial Group's tech stack includes CloudflareCufonPrototypejQueryPHPYoast SEOBootstrapNginx.

What is Sage Financial Group's email format?

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Sage Financial Group's email format typically follows the pattern of . Find more Sage Financial Group email formats with LeadIQ.

When was Sage Financial Group founded?

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Sage Financial Group was founded in 1989.
Sage Financial Group

Sage Financial Group

Financial ServicesPennsylvania, United States51-200 Employees

Founded in 1989, Sage Financial Group is a privately held, independent, Investment and Wealth Management firm.  Sage manages over $3 billion of assets and provides investment management and financial planning services to more than 650 clients. 

Sage has been recognized as a top wealth manager nationally by industry publications Barron's, Wealth Manager Magazine, The Financial Times, and Financial Advisor Magazine, and locally, by the Philadelphia Business Journal and Philadelphia Magazine. Sage has been featured and/or cited in The Wall Street Journal, SmartMoney magazine, Financial Planning magazine, Inc. magazine and CNBC. 

In addition to co-founding Sage Financial Group, David, Alan and Stephen Cohn co-founded Sage Online in 1995, a leading investment internet company for individual investors. In March 2000, Multex.com, a publicly held financial services company, acquired Sage Online. Alan and Stephen also co-authored “The Sage Guide to Mutual Funds” (HarperCollins) and have identified alternative private investments for their clients.  

DISCLOSURE

Any information shown on this page is not indicative of any client’s experience or future performance. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Sage Financial Group), will be profitable or equal any historical performance level(s).

In addition, set forth on this page may be "likes"​ or "comments"​ posted by visitors to the Sage LinkedIn profile page. These "likes"​ or "comments"​ do not describe any experience with Sage or endorsement of Sage as an investment advisor by any client.

For more information about Sage Financial Group and all related disclosures, visit www.sagefinancial.com.

Section iconCompany Overview

Headquarters
300 Barr Harbor Dr Conshohocken, Pennsylvania 19428 US
SIC Code
6282 - Investment Advice
Stock Symbol
N/A
NAICS Code
523920 - Portfolio Management
Founded
1989
Employees
51-200

Section iconFunding & Financials

  • $10M

    Sage Financial Group's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Sage Financial Group's revenue is in the range of $10M

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