Insights

Small firm scale TargetSpringwood Financial Advisors as a boutique financial services firm with a small team, presenting opportunities for cost-effective, high-touch advisory solutions and scalable technology that accommodates growth without a large enterprise footprint.

Growth potential Revenue range of one to ten million and employees under ten indicate room for expanding client acquisition, asset growth strategies, and financial planning services, making them a fit for scalable product suites and onboarding programs.

Tech stack fit Utilizes cloud and web technologies (AWS, Azure, Drupal, Nginx) suggesting openness to modernized, secure, cloud-based CRM/financial planning platforms and managed hosting with compliance considerations.

Security emphasis Inclusion of reCAPTCHA and X-Content-Type-Options signals a focus on security and anti-bot measures; position cyber risk management, data protection, and regulatory compliance offerings as value-added services.

Competitive landscape Compared to large incumbents, they may seek cost-efficient partnerships and differentiated client experiences; propose flexible partnership models, white-label capabilities, or outsourced advisory support to compete effectively.

Similar companies to Springwood Financial Advisors

Springwood Financial Advisors Tech Stack

Springwood Financial Advisors uses 8 technology products and services including Amazon Web Services, Drupal, Glyphicons, and more. Explore Springwood Financial Advisors's tech stack below.

  • Cloud Hosting
  • Content Management System
  • Glyphicons
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Platform As A Service
  • reCAPTCHA
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Nginx
    Web Servers

Springwood Financial Advisors's Email Address Formats

Springwood Financial Advisors uses at least 1 email format:
Springwood Financial Advisors Email FormatsExamplePercentage
First@springwood-financial.comJohn@springwood-financial.com
100%

Frequently Asked Questions

What is Springwood Financial Advisors's official website and social media links?

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Springwood Financial Advisors's official website is springwood-financial.com and has social profiles on LinkedIn.

How much revenue does Springwood Financial Advisors generate?

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

What is Springwood Financial Advisors's NAICS code?

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Springwood Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Springwood Financial Advisors have currently?

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As of September 2026, Springwood Financial Advisors has approximately 2 employees across 1 continents, including North America. Key team members include Advisor/Owner: K. E. Explore Springwood Financial Advisors's employee directory with LeadIQ.

What industry does Springwood Financial Advisors belong to?

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Springwood Financial Advisors operates in the Financial Services industry.

What technology does Springwood Financial Advisors use?

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Springwood Financial Advisors's tech stack includes Amazon Web Services, Drupal, Glyphicons, Google Fonts API, Microsoft Azure, reCAPTCHA, X-Content-Type-Options and Nginx.

What is Springwood Financial Advisors's email format?

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Springwood Financial Advisors's email format typically follows the pattern of First@springwood-financial.com. Find more Springwood Financial Advisors email formats with LeadIQ.
Springwood Financial Advisors logo

Springwood Financial Advisors

Financial ServicesTexas, United States2-10 Employees

Springwood Financial Advisors operates in the financial services sector, offering professional financial guidance and services from its location in Dallas, Texas. The firm is small in scale and focuses on delivering personalized financial advisory support to clients, addressing needs within a local market. Its placement within financial services positions it among firms that provide planning and advisory services to individuals or small businesses, aiming to help clients navigate financial decisions. The company is based in Dallas and, given its modest size, emphasizes a local footprint and direct client engagement. The information indicates the firm has a defined presence at 5430 Lyndon B Johnson Freeway in the Dallas area. A recent development note is not specified beyond the location and nature of the business. } } }=json_SEPARATOR to=final 0.25 0.9 0.35 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Springwood Financial Advisors's revenue is estimated to be in the range of $1M - $10M

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