Insights

Niche Market Focus Spinnaker Financial Advisors specializes in personalized fee-only wealth management services, suggesting an opportunity to offer advanced financial planning tools or technology solutions that support customized client experiences.

Mid-Sized Firm Potential With a small team of 2-10 employees and modest revenue, the company may be open to scalable solutions like CRM or automation tools to enhance operational efficiency and client management.

Digital Presence Expansion The firm’s adoption of multiple digital platforms indicates an emphasis on online engagement, opening prospects for digital marketing services, website enhancements, or social media management solutions.

Competitive Landscape Positioned among large financial institutions with revenues in the billions, Spinnaker might be seeking innovative ways to differentiate itself, such as specialized financial analytics or client experience platforms.

Growth and Scalability Given its revenue range and market niche, the firm presents an opportunity for growth-oriented services such as scalable investment management technology or strategic partnerships to expand service offerings.

Spinnaker Financial Advisors, LLC. Tech Stack

Spinnaker Financial Advisors, LLC. uses 8 technology products and services including Drupal, jQuery, reCAPTCHA, and more. Explore Spinnaker Financial Advisors, LLC.'s tech stack below.

  • Drupal
    Content Management System
  • jQuery
    Javascript Libraries
  • reCAPTCHA
    Security
  • Pinterest
    Visual And User Generated Content Marketing
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • Twitter
    Widgets
  • Facebook
    Widgets

Media & News

Spinnaker Financial Advisors, LLC.'s Email Address Formats

Spinnaker Financial Advisors, LLC. uses at least 1 format(s):
Spinnaker Financial Advisors, LLC. Email FormatsExamplePercentage
First@spinnakerfinancial.comJohn@spinnakerfinancial.com
50%
First@spinnakerfinancial.comJohn@spinnakerfinancial.com
50%

Frequently Asked Questions

Where is Spinnaker Financial Advisors, LLC.'s headquarters located?

Minus sign iconPlus sign icon
Spinnaker Financial Advisors, LLC.'s main headquarters is located at 2922 Cortez Avenue Idaho Falls, Idaho 83404 United States. The company has employees across 1 continents, including North America.

What is Spinnaker Financial Advisors, LLC.'s phone number?

Minus sign iconPlus sign icon
You can contact Spinnaker Financial Advisors, LLC.'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 Spinnaker Financial Advisors, LLC.'s official website and social media links?

Minus sign iconPlus sign icon
Spinnaker Financial Advisors, LLC.'s official website is spinnakerfinancial.com and has social profiles on LinkedIn.

How much revenue does Spinnaker Financial Advisors, LLC. generate?

Minus sign iconPlus sign icon
As of April 2026, Spinnaker Financial Advisors, LLC.'s annual revenue is estimated to be $281K.

What is Spinnaker Financial Advisors, LLC.'s SIC code NAICS code?

Minus sign iconPlus sign icon
Spinnaker Financial Advisors, LLC.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Spinnaker Financial Advisors, LLC. have currently?

Minus sign iconPlus sign icon
As of April 2026, Spinnaker Financial Advisors, LLC. has approximately 3 employees across 1 continents, including North America. Key team members include Owner: J. C.Office Manager: D. D.Office Manager: D. D.. Explore Spinnaker Financial Advisors, LLC.'s employee directory with LeadIQ.

What industry does Spinnaker Financial Advisors, LLC. belong to?

Minus sign iconPlus sign icon
Spinnaker Financial Advisors, LLC. operates in the Financial Services industry.

What technology does Spinnaker Financial Advisors, LLC. use?

Minus sign iconPlus sign icon
Spinnaker Financial Advisors, LLC.'s tech stack includes DrupaljQueryreCAPTCHAPinterestX-Content-Type-OptionsGoogle AnalyticsTwitterFacebook.

What is Spinnaker Financial Advisors, LLC.'s email format?

Minus sign iconPlus sign icon
Spinnaker Financial Advisors, LLC.'s email format typically follows the pattern of First@spinnakerfinancial.com. Find more Spinnaker Financial Advisors, LLC. email formats with LeadIQ.

When was Spinnaker Financial Advisors, LLC. founded?

Minus sign iconPlus sign icon
Spinnaker Financial Advisors, LLC. was founded in 1998.

Spinnaker Financial Advisors, LLC.

Financial ServicesIdaho, United States2-10 Employees

We are a professional fee-only wealth management firm deeply committed to helping individuals and families achieve their life and financial goals. We help our clients achieve their goals by thorough and creative planning, systematic implementation, disciplined investing, and control of implementation, tax and management costs.

Section iconCompany Overview

Headquarters
2922 Cortez Avenue Idaho Falls, Idaho 83404 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Spinnaker Financial Advisors, LLC.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Spinnaker Financial Advisors, LLC.'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.