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Insights

Fiduciary Focus Independent boutique financial planning and wealth management with a fiduciary stance, indicating a strong value proposition for high-trust client relationships and potential upsell opportunities in comprehensive planning, retirement, and estate services.

Generational Relationships Longstanding client relationships spanning generations suggest opportunities to expand cross-sell of advanced planning, family office services, and referrals to affiliated services within a trusted network.

Tech Stack Adoption of cloud and analytics tools (AWS, Piwik PRO, Drupal/Joomla) indicates readiness for data-driven advisory services; potential to offer enhanced digital onboarding, client portals, and performance reporting to differentiate from larger incumbents.

Growth Footprint Revenue in the 1M to 10M range and a small team size imply scalability needs, potential for outsourced operations, software automation, and scalable advisory platforms to improve efficiency and capacity.

Competitive Position Operating in a space with many large incumbents but a niche boutique model presents an opportunity to tailor services such as fiduciary-led financial planning, personalized coaching, and community-focused engagement to win market share.

Similar companies to Seamount Financial Group, Inc.

Seamount Financial Group, Inc. Tech Stack

Seamount Financial Group, Inc. uses 8 technology products and services including iCIMS, Amazon Web Services, jsDelivr, and more. Explore Seamount Financial Group, Inc.'s tech stack below.

Seamount Financial Group, Inc.'s Email Address Formats

Seamount Financial Group, Inc. uses at least 2 email formats:
Seamount Financial Group, Inc. Email FormatsExamplePercentage
First@seamountfinancial.comJohn@seamountfinancial.com
75%
FirstL@seamountfinancial.comJohnD@seamountfinancial.com
25%

Frequently Asked Questions

What is Seamount Financial Group, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Seamount Financial Group, Inc.'s main corporate office by phone at
+1-719-471-****
. 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 Seamount Financial Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconSeamount Financial Group, Inc.'s official website is seamountfinancial.com and has social profiles on LinkedIn.

How much revenue does Seamount Financial Group, Inc. generate?

Minus sign iconPlus sign icon As of October 2026, Seamount Financial Group, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Seamount Financial Group, Inc.'s NAICS code?

Minus sign iconPlus sign iconSeamount Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Seamount Financial Group, Inc. have currently?

Minus sign iconPlus sign iconAs of October 2026, Seamount Financial Group, Inc. has approximately 7 employees across 2 continents, including North America and Europe. Key team members include President: L. C., Certified Financial Planner: A. M. and Financial Advisor: M. H. Explore Seamount Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Seamount Financial Group, Inc. belong to?

Minus sign iconPlus sign iconSeamount Financial Group, Inc. operates in the Financial Services industry.

What technology does Seamount Financial Group, Inc. use?

Minus sign iconPlus sign iconSeamount Financial Group, Inc.'s tech stack includes iCIMS, Amazon Web Services, jsDelivr, Drupal, Joomla, Microsoft Excel, Microsoft 365 and Piwik PRO Core.

What is Seamount Financial Group, Inc.'s email format?

Minus sign iconPlus sign iconSeamount Financial Group, Inc.'s email format typically follows the pattern of First@seamountfinancial.com. Find more Seamount Financial Group, Inc. email formats with LeadIQ.

When was Seamount Financial Group, Inc. founded?

Minus sign iconPlus sign iconSeamount Financial Group, Inc. was founded in 1982.
Seamount Financial Group, Inc. logo

Seamount Financial Group, Inc.

Financial ServicesColorado, United States2-10 Employees

Seamount Financial Group, Inc. operates as an independent, boutique financial planning and wealth management firm. Located in Colorado Springs, Colorado, the firm positions itself as a fiduciary focused on clients’ best interests, with services that center on building lasting relationships and providing comprehensive financial planning and advisory support. The company serves individuals and families seeking guidance in managing wealth, education planning, retirement considerations, and related financial decisions, emphasizing a long-standing commitment to community involvement and client-centric service. Founded in 1982, Seamount Financial Group underscores its heritage and approach through a history of client relationships that often span generations within its regional market.

Section iconCompany Overview

Phone number
+1-719-471-****
Website
seamountfinancial.com
NAICS Code
52 - Finance and Insurance
Founded
1982
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Seamount Financial Group, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • President at Seamount Financial Group, Inc.
    L. C.
    President
    Mobile Phone
  • Certified Financial Planner at Seamount Financial Group, Inc.
    A. M.
    Certified Financial Planner
    Mobile Phone
  • Financial Advisor at Seamount Financial Group, Inc.
    M. H.
    Financial Advisor
    Mobile Phone

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