Insights

Independent Advisory Model SLR Financial's commitment to unbiased, personalized financial planning presents opportunities to offer specialized financial products and technology solutions that enhance client engagement and service delivery.

Niche Market Focus With a small team and revenue under 10 million dollars, SLR Financial shows potential for growth through targeted financial services or tech solutions tailored to boutique advisory firms seeking to expand their digital presence.

Technology Adoption Utilization of modern tech tools like Google Cloud CDN, Webpack, and Wix eCommerce indicates openness to digital innovation, making them receptive to advanced fintech integrations and secure client portal solutions.

Growth Potential Being a recent boutique firm competing in a market with giants like Charles Schwab and Goldman Sachs offers an opportunity to develop scalable solutions for digital marketing, CRM, or operational efficiency tailored to small advisory firms.

Market Positioning SLR Financial's emphasis on personalized service and long-term client relationships can be leveraged to promote client management platforms, customer engagement tools, or loyalty-enhancing technologies to similar boutique firms.

SLR Financial, Inc. Tech Stack

SLR Financial, Inc. uses 8 technology products and services including Google Cloud CDN, Module Federation, Webpack, and more. Explore SLR Financial, Inc.'s tech stack below.

  • Google Cloud CDN
    Content Delivery Network
  • Module Federation
    Development
  • Webpack
    Development
  • Wix eCommerce
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • Lodash
    Javascript Libraries
  • Choices
    Javascript Libraries
  • reCAPTCHA
    Security

Media & News

SLR Financial, Inc.'s Email Address Formats

SLR Financial, Inc. uses at least 1 format(s):
SLR Financial, Inc. Email FormatsExamplePercentage
First@slrfinancial.comJohn@slrfinancial.com
28%
First.Last@slrfinancial.comJohn.Doe@slrfinancial.com
22%
First@slrfinancial.comJohn@slrfinancial.com
28%
First.Last@slrfinancial.comJohn.Doe@slrfinancial.com
22%

Frequently Asked Questions

Where is SLR Financial, Inc.'s headquarters located?

Minus sign iconPlus sign icon
SLR Financial, Inc.'s main headquarters is located at 7655 Redwood Boulevard, Suite g. The company has employees across 1 continents, including North America.

What is SLR Financial, Inc.'s phone number?

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

Minus sign iconPlus sign icon
SLR Financial, Inc.'s official website is slrfinancial.com and has social profiles on LinkedIn.

What is SLR Financial, Inc.'s NAICS code?

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

How many employees does SLR Financial, Inc. have currently?

Minus sign iconPlus sign icon
As of December 2025, SLR Financial, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Financial Advisor Associate: B. L.. Explore SLR Financial, Inc.'s employee directory with LeadIQ.

What industry does SLR Financial, Inc. belong to?

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

What technology does SLR Financial, Inc. use?

Minus sign iconPlus sign icon
SLR Financial, Inc.'s tech stack includes Google Cloud CDNModule FederationWebpackWix eCommerceJSON-LDLodashChoicesreCAPTCHA.

What is SLR Financial, Inc.'s email format?

Minus sign iconPlus sign icon
SLR Financial, Inc.'s email format typically follows the pattern of First@slrfinancial.com. Find more SLR Financial, Inc. email formats with LeadIQ.

SLR Financial, Inc.

Financial ServicesCalifornia, United States0-1 Employees

After many loyal years working for large financial firms, Brad Scott, Steve Lambert, and Ernie Renner left to create a firm that was built to serve our member's best interest. As independent advisors, our loyalty to you has no bias. SLR Financial is built on our commitment to three key goals: to provide sound financial plans tailored specifically for each individual; to consistently deliver exceptional service; and to develop a long-lasting relationship with each member.

Section iconCompany Overview

Headquarters
7655 Redwood Boulevard, Suite g
Phone number
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

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

Section iconFunding & Financials

  • $1M$10M

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

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.