Insights

Municipal Finance Expertise Speer Financial, Inc. is an employee-owned municipal advisor with a long track record since 1954, suggesting strong credibility for clients seeking experienced advisory services in taxable and tax-exempt securities.

Growth and Reach Revenue in the 10M-25M range and a personnel size of 11-50 indicate a mid-market firm poised for expansion, presenting opportunities for scalable technology, financial compliance solutions, and mid-tier client acquisition support.

Technology Stack Adoption of cloud, collaboration, and security tools (Google Cloud, Microsoft 365, Barracuda, Sentry) signals openness to modern fintech integrations, data analytics, cybersecurity enhancements, and workflow automation partnerships.

Digital Presence Utilizing Wix and WordPress with eCommerce capabilities suggests potential for digital marketing optimization, client onboarding automation, and content-driven lead generation enhancements.

Competitive Positioning Operating in municipal advisory with peers like Baird, RBC Capital Markets, and KeyBanc at larger scales implies a market niche where Speer can differentiate via client-centric services, compliance, and transparent fee structures—opportunities for consultative selling and value-based partnerships.

Similar companies to Speer Financial, Inc.

Speer Financial, Inc. Tech Stack

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

Speer Financial, Inc.'s Email Address Formats

Speer Financial, Inc. uses at least 1 email format:
Speer Financial, Inc. Email FormatsExamplePercentage
FLast@speerfinancial.comJDoe@speerfinancial.com
100%

Frequently Asked Questions

What is Speer Financial, Inc.'s official website and social media links?

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

How much revenue does Speer Financial, Inc. generate?

Minus sign iconPlus sign icon
As of September 2026, Speer Financial, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Speer Financial, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign icon
Speer Financial, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign icon
As of September 2026, Speer Financial, Inc. has approximately 15 employees across 1 continents, including North America. Key team members include President: D. M., Vice President: E. T. and A- Operator: J. L. Explore Speer Financial, Inc.'s employee directory with LeadIQ.

What industry does Speer Financial, Inc. belong to?

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

What technology does Speer Financial, Inc. use?

Minus sign iconPlus sign icon
Speer Financial, Inc.'s tech stack includes Wix, WordPress, Wix eCommerce, Microsoft 365, Barracuda Email Protection, Google Cloud, Sentry and Priority Hints.

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

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

When was Speer Financial, Inc. founded?

Minus sign iconPlus sign icon
Speer Financial, Inc. was founded in 1954.
Speer Financial, Inc. logo

Speer Financial, Inc.

Financial ServicesIllinois, United States11-50 Employees

Speer Financial, Inc. operates as an employee-owned municipal advisory firm serving public-sector clients across the United States. Founded in 1954, it has participated in the planning and sale of more than $28 billion in taxable and tax-exempt securities. 

Based in Chicago, Illinois, the firm sits in the financial services industry with a focus on municipal finance. As an employee-owned, smaller-to-mid-sized practice, it emphasizes long-term client relationships and independent advisory input. Its advisory work covers financing strategies and the issuance of taxable and tax-exempt securities for public-sector issuers.

Section iconCompany Overview

SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1954
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Speer Financial, Inc.'s revenue is estimated to be in the range of $10M - $25M

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.