Insights

Personalized Financial Services Sopher Financial Group specializes in tailored financial planning, focusing on individual client needs rather than generic solutions, indicating an opportunity to offer customized technology tools and management solutions that enhance personalization.

Niche Market Focus With a small team of 2-10 employees, the company targets a client-centric, high-touch approach, suggesting potential for scalable solutions such as CRM enhancements, client engagement platforms, or marketing automation to support growth.

Growth Potential Revenue ranges between $1 million and $10 million, representing a dynamic mid-sized firm that may be seeking strategic partnerships or financial products to expand their service offerings and operational capacity.

Technology Stack Use Implementation of diverse digital tools such as Google Tag Manager, Cloudflare CDN, and Hotjar highlights openness to digital engagement strategies, opening avenues for innovative marketing, analytics, and cybersecurity solutions.

Industry Alignment Positioned within the competitive financial services sector alongside large firms like Charles Schwab and Fidelity, Sopher Financial Group could benefit from technology and operational solutions that improve efficiency, compliance, and client experience to strengthen their market position.

Sopher Financial Group Tech Stack

Sopher Financial Group uses 8 technology products and services including Hotjar, Cloudflare CDN, FMG Suite, and more. Explore Sopher Financial Group's tech stack below.

  • Hotjar
    Analytics
  • Cloudflare CDN
    Content Delivery Network
  • FMG Suite
    Content Marketing
  • Modernizr
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • YouTube
    Video Players

Media & News

Sopher Financial Group's Email Address Formats

Sopher Financial Group uses at least 1 format(s):
Sopher Financial Group Email FormatsExamplePercentage
First@sopherfinancial.comJohn@sopherfinancial.com
60%
FLast@sopherfinancial.comJDoe@sopherfinancial.com
40%

Frequently Asked Questions

Where is Sopher Financial Group's headquarters located?

Minus sign iconPlus sign icon
Sopher Financial Group's main headquarters is located at 258 Bridge Street Metuchen, New Jersey 08840 United States. The company has employees across 1 continents, including North America.

What is Sopher Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact Sopher 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 Sopher Financial Group's official website and social media links?

Minus sign iconPlus sign icon
Sopher Financial Group's official website is sopherfinancial.com and has social profiles on LinkedIn.

What is Sopher Financial Group's NAICS code?

Minus sign iconPlus sign icon
Sopher Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Sopher Financial Group have currently?

Minus sign iconPlus sign icon
As of January 2026, Sopher Financial Group has approximately 5 employees across 1 continents, including North America. Key team members include Financial Planner / Partner: L. B.Director Of Financial Planning Strategy & Lead Advisor: D. B. S.Financial Controller: D. S.. Explore Sopher Financial Group's employee directory with LeadIQ.

What industry does Sopher Financial Group belong to?

Minus sign iconPlus sign icon
Sopher Financial Group operates in the Financial Services industry.

What technology does Sopher Financial Group use?

Minus sign iconPlus sign icon
Sopher Financial Group's tech stack includes HotjarCloudflare CDNFMG SuiteModernizrCloudflare Bot ManagementGoogle Tag ManagerBootstrapYouTube.

What is Sopher Financial Group's email format?

Minus sign iconPlus sign icon
Sopher Financial Group's email format typically follows the pattern of First@sopherfinancial.com. Find more Sopher Financial Group email formats with LeadIQ.

When was Sopher Financial Group founded?

Minus sign iconPlus sign icon
Sopher Financial Group was founded in 2003.

Sopher Financial Group

Financial ServicesNew Jersey, United States2-10 Employees

At Sopher Financial Group, our mission is to help our clients and their families achieve financial confidence by defining and establishing a well-balanced investment strategy within the context of their personal goals, objectives, and comfort level. For us, business is personal—we foster long-term relationships with our clients and remain committed to providing highly personal customer service in a family environment.

At Sopher Financial Group, we don’t believe in one-size-fits-all products and services. We don’t deal in cookie-cutter portfolios or fill-in-the-blank financial plans. Rather, we tailor our comprehensive menu of products and services to your individual financial situation, personal goals, and unique vision for your future. Our experienced financial professionals strive to provide you with clear explanations in plain English so that you can make informed choices between meaningful alternatives.



Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
 
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Section iconCompany Overview

Headquarters
258 Bridge Street Metuchen, New Jersey 08840 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Sopher Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Sopher Financial Group'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.