Insights

Wealth Protection Independently owned agency with 30+ years of experience offering competitive insurance and financial products across personal and commercial lines, presenting cross-sell opportunities to existing client base.

Asset Growth Diverse savings and retirement solutions (annuities, CDs, IRAs, 401k rollovers, mutual funds) enable cross-sell to clients seeking long-term wealth building and retirement planning.

Retirement Focus Strong emphasis on retirement planning products for individuals and municipalities signals potential for targeting local government and small business sectors with tailored solutions.

Tech Enablement Technology stack (AWS, WordPress, EZLynx, MySQL) indicates scalable digital capabilities and policy administration integrations for streamlined onboarding and lead conversion.

Partner Network Relationships with over 36 carriers provide breadth for multi-carrier quotes, enabling bundling opportunities and competitive proposals to win new business from existing clients.

Similar companies to SEEC Financial

SEEC Financial Tech Stack

SEEC Financial uses 8 technology products and services including Amazon Web Services, WordPress, EZLynx, and more. Explore SEEC Financial's tech stack below.

  • Cloud Hosting
  • Content Management System
  • EZLynx
    Customer Relationship Management
  • MySQL
    Database
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Plesk
    Web Hosting

SEEC Financial's Email Address Formats

SEEC Financial uses at least 2 email formats:
SEEC Financial Email FormatsExamplePercentage
First@seecfinancial.comJohn@seecfinancial.com
75%
First.Last@seecfinancial.comJohn.Doe@seecfinancial.com
25%

Frequently Asked Questions

What is SEEC Financial's phone number?

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You can contact SEEC Financial'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 SEEC Financial's official website and social media links?

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SEEC Financial's official website is seecfinancial.com and has social profiles on LinkedIn.

How much revenue does SEEC Financial generate?

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As of August 2026, SEEC Financial's annual revenue is estimated to be $10M - $25M.

What is SEEC Financial's SIC code and NAICS code?

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SEEC Financial's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does SEEC Financial have currently?

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As of August 2026, SEEC Financial has approximately 10 employees across 2 continents, including North America and Asia. Key team members include Vice President: X. S. and Analysist: 杨. Explore SEEC Financial's employee directory with LeadIQ.

What industry does SEEC Financial belong to?

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SEEC Financial operates in the Financial Services industry.

What technology does SEEC Financial use?

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SEEC Financial's tech stack includes Amazon Web Services, WordPress, EZLynx, MySQL, Microsoft 365, PHP, Google Tag Manager and Plesk.

What is SEEC Financial's email format?

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SEEC Financial's email format typically follows the pattern of First@seecfinancial.com. Find more SEEC Financial email formats with LeadIQ.
SEEC Financial logo

SEEC Financial

Financial ServicesConnecticut, United States2-10 Employees

SEEC Financial is an independent insurance and financial services agency based in Cheshire, Connecticut, with three decades of experience serving clients. The firm offers a broad range of personal and commercial coverage, including automobile, home, umbrella, motorcycle, ATV, jet-ski, boat, and commercial insurance, alongside savings and retirement products such as various annuities, CDs, 401(k) rollovers, IRAs, retirement plans for individuals and municipalities, mutual funds, and debt consolidation. Its target market comprises individuals and businesses seeking integrated protection and wealth-building solutions, aiming to safeguard assets while providing options for growth and retirement planning through a diverse carrier network. Over the years, SEEC Financial has established relationships with more than 36 insurance and financial services providers, expanding the range of options available to clients. The company emphasizes independent agency status and long-standing client relationships, positioning itself within the financial services sector as a local firm offering access to multiple programs and product types. A recent development noted is the ongoing operation from its location in Cheshire, reflecting its established presence in the region over more than 30 years.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    SEEC Financial's revenue is estimated to be in the range of $10M - $25M

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