Insights

Strategic expansion Skylight Financial Group has recent activity indicating growth through new office space investments and multi-city presence in Cleveland, Columbus, Cincinnati, and Toledo, suggesting a receptive environment for financial planning services and related technology solutions.

Community engagement The firm emphasizes community impact and charitable involvement, presenting opportunities for partnerships with nonprofit and LGBT organizations, sponsorships, and targeted financial planning programs that align with their brand values.

Tech footprint A varied tech stack including marketing and analytics tools (MonsterInsights, WordPress-based, Fastly, WP Rocket, ZURB Foundation) indicates openness to digital client engagement, CRM enhancements, and cybersecurity or performance optimization services.

Growth potential With revenue in the mid-range (250M–500M) and 51–200 employees, Skylight Financial Group sits between smaller advisory firms and larger incumbents, signaling appetite for scalable technology, operations efficiency, and incremental service line expansion.

Talent development History of hiring and leadership changes (Associate and Financial Planner addition) and long-tenured staff signals a focus on professional development; this presents chances to offer training platforms, succession planning, and employee engagement solutions.

Skylight Financial Group Tech Stack

Skylight Financial Group uses 8 technology products and services including WP Rocket, Fastly, Font Awesome, and more. Explore Skylight Financial Group's tech stack below.

  • WP Rocket
    Caching
  • Fastly
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • Backbone.js
    Javascript Frameworks
  • jQuery Mobile
    Mobile Frameworks
  • ZURB Foundation
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • MonsterInsights
    Web Platform Extensions

Media & News

Skylight Financial Group's Email Address Formats

Skylight Financial Group uses at least 2 format(s):
Skylight Financial Group Email FormatsExamplePercentage
FLast@financialguide.comJDoe@financialguide.com
81%
FirstLast@financialguide.comJohnDoe@financialguide.com
14%
LastFirst@financialguide.comDoeJohn@financialguide.com
4%
LFirst@financialguide.comDJohn@financialguide.com
1%
FLast@skylightfinancialgroup.comJDoe@skylightfinancialgroup.com
45%
First.Last@skylightfinancialgroup.comJohn.Doe@skylightfinancialgroup.com
39%
First@skylightfinancialgroup.comJohn@skylightfinancialgroup.com
9%
Last@skylightfinancialgroup.comDoe@skylightfinancialgroup.com
7%

Frequently Asked Questions

What is Skylight Financial Group's phone number?

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

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Skylight Financial Group's official website is skylightfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Skylight Financial Group generate?

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As of July 2026, Skylight Financial Group's annual revenue is estimated to be $250M - $500M.

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

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Skylight Financial Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Skylight Financial Group have currently?

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As of July 2026, Skylight Financial Group has approximately 180 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: S. B.Chief Strategy Officer (chief Sales Officer): M. B.Financial Professional: B. C.. Explore Skylight Financial Group's employee directory with LeadIQ.

What industry does Skylight Financial Group belong to?

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Skylight Financial Group operates in the Financial Services industry.

What technology does Skylight Financial Group use?

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Skylight Financial Group's tech stack includes WP RocketFastlyFont AwesomeBackbone.jsjQuery MobileZURB FoundationX-Content-Type-OptionsMonsterInsights.

What is Skylight Financial Group's email format?

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Skylight Financial Group's email format typically follows the pattern of FLast@financialguide.com. Find more Skylight Financial Group email formats with LeadIQ.
Skylight Financial Group logo

Skylight Financial Group

Financial ServicesOhio, United States51-200 Employees

Skylight Financial Group is a mid-sized financial services firm headquartered in Cleveland, Ohio, with district offices in Columbus, Cincinnati, and Toledo. It provides personal financial planning that centers on the client's priorities, whether for individuals, families, or business needs.

The firm serves a diverse clientele, including special needs, business, and LGBT communities, and emphasizes a tailored, life-oriented planning approach. It maintains a commitment to community involvement, supporting arts and culture, sports, business, and charitable organizations, while its professionals participate in volunteer activities. In October 2023, Skylight disclosed plans to invest about $775,000 to build out new office space.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $250M - $500M

    Skylight Financial Group's revenue is estimated to be in the range of $250M - $500M

Section iconFunding & Financials

  • $250M - $500M

    Skylight Financial Group's revenue is estimated to be in the range of $250M - $500M

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