What is Servant Advisors, Inc.'s NAICS code?

Servant Advisors, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Niche FinServ Small, specialized financial services firm serving accounting and law firms with integrated planning and consulting, presenting a targeted cross-sell opportunity for partner-focused advisory services and practice management enhancements.

Tech Stack Fit Current tech stack includes Calendly, WordPress, Shopify, Microsoft 365, Google Cloud, WP Engine, Yoast SEO, and Endurance Page Cache, indicating openness to cloud-based tools and digital marketing services; potential upsell for workflow automation, CRM integration, and SEO/content optimization.

Growth Readiness Revenue range suggests the firm is in a growth phase with limited headcount; ideal for scalable consulting packages, fractional CFO/planning services, and scalable marketing or client service playbooks designed for small teams.

Market Positioning Competitive landscape aligns with large, incumbent financial institutions; opportunity to position niche services tailored to professional services firms and differentiation through client-service alignment and targeted solutions.

Expansion Opportunities Recent emphasis on integration of business and tax planning signals potential for expanded advisory offerings, including integrated financial planning, investment services, and compliance-focused consulting for law and accounting firm clients.

Servant Advisors, Inc. Tech Stack

Servant Advisors, Inc. uses 8 technology products and services including Calendly, WordPress, Shopify, and more. Explore Servant Advisors, Inc.'s tech stack below.

Calendly

Appointment Scheduling

WordPress

Content Management System

Shopify

E-commerce

Microsoft 365

Google Cloud

Infrastructure As A Service

WP Engine

Platform As A Service

Yoast SEO

Search Engines

Endurance Page Cache

Web Platform Extensions

Servant Advisors, Inc. Email Formats	Example	Percentage
First@servantadvisors.com	John@servantadvisors.com	100%

Servant Advisors, Inc. Email Formats

Example

Percentage

First@servantadvisors.com

John@servantadvisors.com

100%

Frequently Asked Questions

What is Servant Advisors, Inc.'s phone number?

You can contact Servant Advisors, Inc.'s main corporate office by phone at

+1-901-922-****

. 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 Servant Advisors, Inc.'s official website and social media links?

Servant Advisors, Inc.'s official website is servantadvisors.com and has social profiles on LinkedIn.

How much revenue does Servant Advisors, Inc. generate?

As of August 2026, Servant Advisors, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Servant Advisors, Inc.'s SIC code and NAICS code?

Servant Advisors, Inc.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Servant Advisors, Inc. have currently?

As of August 2026, Servant Advisors, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Servant: Y. X. Explore Servant Advisors, Inc.'s employee directory with LeadIQ.

What industry does Servant Advisors, Inc. belong to?

Servant Advisors, Inc. operates in the Financial Services industry.

What technology does Servant Advisors, Inc. use?

Servant Advisors, Inc.'s tech stack includes Calendly, WordPress, Shopify, Microsoft 365, Google Cloud, WP Engine, Yoast SEO and Endurance Page Cache.

What is Servant Advisors, Inc.'s email format?

Servant Advisors, Inc.'s email format typically follows the pattern of First@servantadvisors.com. Find more Servant Advisors, Inc. email formats with LeadIQ.

When was Servant Advisors, Inc. founded?

Servant Advisors, Inc. was founded in 2010.

Servant Advisors, Inc.

Q: How many employees does Servant Advisors, Inc. have currently?

Servant Advisors, Inc. has approximately 3 employees.

Q: What technology does Servant Advisors, Inc. use?

Servant Advisors, Inc.'s tech stack includes Shopify, Sitelinks Search Box, oEmbed, Bootstrap, Modernizr.

Financial ServicesTexas, United States2-10 Employees

Servant Advisors, Inc. operates in the financial services sector, offering integrated services that combine business and tax planning with consulting, financial planning, and investment services for accounting and law firms. Its focus is on aligning client service and the range of professional offerings with marketplace needs, delivering consulting aimed at professional services firms to enhance operational effectiveness. Based in Gatesville, Texas, the company targets small to mid-sized professional practices, helping them address planning and advisory needs relevant to their client service models and market demands. The firm appears positioned as a specialized advisory partner within financial services, emphasizing advisory alignment for professional services firms rather than consumer-focused financial products.

Insights

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