Insights

Indie RIA Advantage Independent broker-dealer and RIA with autonomy focus presents a sales opportunity for platforms that support independent advisors seeking transparency, compliance assistance, and personal service.

Advisor Support Lift Saxony emphasizes proactive compliance, operations and trading support, and transition guidance, signaling a potential need for enhanced back-office tools, onboarding services, and technology integration to streamline advisor workflows.

Tech Stack Utilization Current tech usage includes WordPress, Google services, Smartsheet, and analytics; partnerships or add-ons that improve client onboarding, reporting, or digital marketing could be attractive to Saxony and its advisors.

Growth Through Stake Recent quarterly ETF stake acquisitions indicate active capital deployment and a willingness to expand exposure; opportunities exist in wealth and ETF product offerings, research capabilities, and access to new fund families.

Midmarket Focus With 11-50 employees and revenue in the mid-market range, Saxony represents a niche client profile for scale-focused custodians, technology providers, and practice management solutions seeking to partner with growth-oriented firms.

Similar companies to Saxony Securities, Inc.

Saxony Securities, Inc. Tech Stack

Saxony Securities, Inc. uses 8 technology products and services including WordPress, Google Fonts API, jQuery, and more. Explore Saxony Securities, Inc.'s tech stack below.

  • Content Management System
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Microsoft
    Miscellaneous
  • Microsoft Office
    Office Suites
  • Project Management
  • Google Analytics
    Web Analytics

Saxony Securities, Inc.'s Email Address Formats

Saxony Securities, Inc. uses at least 4 email formats:
Saxony Securities, Inc. Email FormatsExamplePercentage
FLast@saxonysecurities.comJDoe@saxonysecurities.com
81%
Last@saxonysecurities.comDoe@saxonysecurities.com
13%
LFirst@saxonysecurities.comDJohn@saxonysecurities.com
3%
First@saxonysecurities.comJohn@saxonysecurities.com
3%

Frequently Asked Questions

What is Saxony Securities, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Saxony Securities, Inc.'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 Saxony Securities, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Saxony Securities, Inc.'s official website is saxonysecurities.com and has social profiles on LinkedIn.

How much revenue does Saxony Securities, Inc. generate?

Minus sign iconPlus sign icon
As of October 2026, Saxony Securities, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Saxony Securities, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign icon
Saxony Securities, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Saxony Securities, Inc. have currently?

Minus sign iconPlus sign icon
As of October 2026, Saxony Securities, Inc. has approximately 32 employees across 3 continents, including North America, Europe and Africa. Key team members include CEO: L. M., Chief Financial Officer: C. D. and Owner: J. A. Explore Saxony Securities, Inc.'s employee directory with LeadIQ.

What industry does Saxony Securities, Inc. belong to?

Minus sign iconPlus sign icon
Saxony Securities, Inc. operates in the Financial Services industry.

What technology does Saxony Securities, Inc. use?

Minus sign iconPlus sign icon
Saxony Securities, Inc.'s tech stack includes WordPress, Google Fonts API, jQuery, Google Maps, Microsoft, Microsoft Office, Smartsheet and Google Analytics.

What is Saxony Securities, Inc.'s email format?

Minus sign iconPlus sign icon
Saxony Securities, Inc.'s email format typically follows the pattern of FLast@saxonysecurities.com. Find more Saxony Securities, Inc. email formats with LeadIQ.

When was Saxony Securities, Inc. founded?

Minus sign iconPlus sign icon
Saxony Securities, Inc. was founded in 2001.
Saxony Securities, Inc. logo

Saxony Securities, Inc.

Financial ServicesMissouri, United States11-50 Employees

Saxony Securities, Inc. is an independent, privately owned broker-dealer and registered investment adviser serving independent financial advisors who seek autonomy and reliable support. The firm offers a service-oriented platform that includes proactive compliance, experienced operations and trading support, hands-on transition guidance, and in-house technology assistance to keep advisors focused on client service. It provides a full spectrum of products and services to independent financial advisors, reflecting its emphasis on comprehensive support.

Its core values center on integrity and professionalism, with a commitment to personalized service for independent advisors and their retail clients. Based in St. Louis, Missouri, Saxony operates within the financial services industry and is registered with FINRA and SIPC.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Saxony Securities, Inc.'s revenue is estimated to be in the range of $25M - $50M

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.