Insights

Strategic niche Small insurance brokerage with a focus on life insurance and allied products, offering potential partnership opportunities to scale through carrier access, specialized underwriting concepts, and expanded client solutions.

FinFit alliance Recent FinFit Life launch and John Hancock alliance indicate a pathway to co-market, cross-sell, and access new product sets that can be packaged for clients seeking financial protection and wellness.

Growth path Revenue range ($1M-$10M) and a lean team suggest ASP and partner-driven upsell opportunities, including expanding distribution, white-label services, and technology-enabled advisory capabilities.

Tech leverage Active tech stack (WordPress, Wix, Google Cloud, Sentry, Microsoft 365) provides a foundation for digital marketing expansion, client portals, and scalable onboarding to support larger client acquisition.

Strategic partnerships The Leaders Group affiliation for securities and advisory services presents cross-sell potential to affluent clients, while maintaining regulatory alignment and expanded financial planning capabilities.

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Smart Money Financial, Inc. Tech Stack

Smart Money Financial, Inc. uses 8 technology products and services including RSS, Wix, WordPress, and more. Explore Smart Money Financial, Inc.'s tech stack below.

RSS
Content Management System
Wix
Content Management System
WordPress
Content Management System
Wix eCommerce
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
Sentry
Issue Trackers
WP Engine
Platform As A Service

Media & News

Smartmoneyfin launches FinFit Life.
"Smartmoneyfin is thrilled to launch FinFit Life, and its alliance with John Hancock, to help families improve their finances, protect their loved ones and become healthier," said Founder and CEO Howard Sharfman.
Dec 10, 2019 | www.smartmoneyfin.com

Smart Money Financial, Inc.'s Email Address Formats

Smart Money Financial, Inc. uses at least 3 email formats:

Smart Money Financial, Inc. Email Formats	Example	Percentage
First.Last@harris-hersh.com	John.Doe@harris-hersh.com	67%
FirstL@harris-hersh.com	JohnD@harris-hersh.com	33%
First.Last@smartmoneyfin.com	John.Doe@smartmoneyfin.com	100%

Frequently Asked Questions

What is Smart Money Financial, Inc.'s phone number?

You can contact Smart Money Financial, Inc.'s main corporate office by phone at

+1-847-459-****

. 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 Smart Money Financial, Inc.'s official website and social media links?

Smart Money Financial, Inc.'s official website is smartmoneyfin.com and has social profiles on LinkedIn.

How much revenue does Smart Money Financial, Inc. generate?

As of September 2026, Smart Money Financial, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Smart Money Financial, Inc.'s NAICS code?

Smart Money Financial, Inc.'s NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Smart Money Financial, Inc. have currently?

As of September 2026, Smart Money Financial, Inc. has approximately 4 employees across 1 continents, including North America. Key team members include Sales Vice President: G. D. and Customer Service Representative: P. M. Explore Smart Money Financial, Inc.'s employee directory with LeadIQ.

What industry does Smart Money Financial, Inc. belong to?

Smart Money Financial, Inc. operates in the Insurance industry.

What technology does Smart Money Financial, Inc. use?

Smart Money Financial, Inc.'s tech stack includes RSS, Wix, WordPress, Wix eCommerce, Microsoft 365, Google Cloud, Sentry and WP Engine.

What is Smart Money Financial, Inc.'s email format?

Smart Money Financial, Inc.'s email format typically follows the pattern of First.Last@harris-hersh.com. Find more Smart Money Financial, Inc. email formats with LeadIQ.

When was Smart Money Financial, Inc. founded?

Smart Money Financial, Inc. was founded in 1991.

Smart Money Financial, Inc.

Q: How many employees does Smart Money Financial, Inc. have currently?

Smart Money Financial, Inc. has approximately 4 employees.

Q: What technology does Smart Money Financial, Inc. use?

Smart Money Financial, Inc.'s tech stack includes HSTS, Bootstrap, PHP, RequireJS, Google Analytics Enhanced eCommerce.

Q: What is Smart Money Financial, Inc.'s NAICS code?

Smart Money Financial, Inc.'s NAICS code is 524 (Insurance Carriers and Related Activities).

InsuranceIllinois, United States2-10 Employees

Smart Money Financial, Inc. operates in the life insurance brokerage space, connecting clients with a broad range of carriers and products to address life risk and related financial needs. The company offers access to multiple carriers, a diverse product base, experience, and underwriting options to address client needs. It also provides securities and investment advisory services through The Leaders Group, Inc., indicating a broader financial services capability beyond traditional insurance distribution.

Based in Algonquin, Illinois, the firm operates with a small team in the insurance market. In December 2019, it launched FinFit Life in partnership with John Hancock to help families improve finances and protect loved ones.