Insights

Personalized Financial Planning STEP Financial emphasizes a tailored three-step approach to financial planning, highlighting opportunities to offer advanced planning tools, educational resources, or digital solutions that can enhance personalized financial services and boost client engagement.

Fee-for-Service Model With a clear independence from product commissions and a fee-based advice structure, there is potential to promote premium educational content, subscription-based financial planning tools, or customized advisory packages to attract clients seeking unbiased guidance.

Tech Stack Utilization The company's use of modern platforms like Google Cloud, WordPress, and analytics indicates openness to digital solutions, creating prospects for offering integrated financial planning apps, data analytics services, or marketing automation tools to streamline their operations.

Market Positioning Operating within a competitive landscape alongside firms like Acorns and Greenlight, STEP Financial could benefit from targeted marketing services or strategic partnerships to differentiate itself and effectively reach prospective clients looking for trustworthy financial guidance.

Growth Potential With revenue between one and ten million dollars and a small team, there are opportunities to provide scalable SaaS solutions, client acquisition strategies, or operational efficiencies to support their growth ambitions and expand their client base.

STEP Financial Tech Stack

STEP Financial uses 8 technology products and services including WordPress, MySQL, Microsoft 365, and more. Explore STEP Financial's tech stack below.

  • WordPress
    Content Management System
  • MySQL
    Database
  • Microsoft 365
    Email
  • Google Cloud
    Infrastructure As A Service
  • Google Maps
    Maps
  • SWFObject
    Miscellaneous
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Media & News

STEP Financial's Email Address Formats

STEP Financial uses at least 1 format(s):
STEP Financial Email FormatsExamplePercentage
First.Last@stepfinancial.comJohn.Doe@stepfinancial.com
25%
First@stepfinancial.comJohn@stepfinancial.com
25%
First.Last@stepfinancial.comJohn.Doe@stepfinancial.com
25%
First@stepfinancial.comJohn@stepfinancial.com
25%

Frequently Asked Questions

Where is STEP Financial's headquarters located?

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STEP Financial's main headquarters is located at 8112 Florence Avenue Beverly Hills, California 90210 United States. The company has employees across 1 continents, including North America.

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

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STEP Financial's official website is stepfinancial.com and has social profiles on LinkedIn.

What is STEP Financial's NAICS code?

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

How many employees does STEP Financial have currently?

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As of March 2026, STEP Financial has approximately 2 employees across 1 continents, including North America. Key team members include Ciso: H. L.. Explore STEP Financial's employee directory with LeadIQ.

What industry does STEP Financial belong to?

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STEP Financial operates in the Financial Services industry.

What technology does STEP Financial use?

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STEP Financial's tech stack includes WordPressMySQLMicrosoft 365Google CloudGoogle MapsSWFObjectGoogle Tag ManagerGoogle Analytics.

What is STEP Financial's email format?

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STEP Financial's email format typically follows the pattern of First.Last@stepfinancial.com. Find more STEP Financial email formats with LeadIQ.

When was STEP Financial founded?

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STEP Financial was founded in 2014.

STEP Financial

Financial ServicesCalifornia, United States2-10 Employees

Are you afraid that you might make a catastrophic mistake with your finances? Or that you won't have enough money to last through your life?

You can make effective changes in your financial strategies. You have made some mistakes in the past but we can help you get past that and focus on a wonderful future. It's never too late.

We have a three-step financial planning process. First, we figure out where you are now and how you got there. Second, you decide where you want to head as you move forward. Third: we teach you how to protect yourself as you progress towards your dreams.

We strive to make each of our meetings empowering, educational, and enjoyable. 
    
The first step is the only step you have to take alone. Contact us at www.stepfinancial.com 

We receive a fee for our advice and expertise, never accepting commissions for selling products.

Section iconCompany Overview

Headquarters
8112 Florence Avenue Beverly Hills, California 90210 United States
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

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

Section iconFunding & Financials

  • $1M$10M

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

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