Insights

Growth Potential With an estimated revenue range of 1 million to 10 million dollars and a small team of 2-10 employees, STEP Financial presents an opportunity to introduce scalable technology solutions and financial management tools that support growth and operational efficiency.

Technology Leverage The company's utilization of cloud-based and analytics tools like Google Cloud, Google Analytics, and Google Tag Manager indicates a focus on digital engagement and data-driven decision making, highlighting a potential need for advanced financial analytics and cybersecurity solutions.

Unique Positioning STEP Financial's commitment to fee-based advice without product commissions positions it as a trusted, client-centric service provider, suggesting opportunities for relationship management tools and services that enhance client engagement and education.

Market Trend Alignment Operating in the financial advisory sector alongside firms like FamZoo, Greenlight, and Acorns, STEP Financial can benefit from marketing and partnership opportunities aimed at the growing market of individuals seeking personalized financial planning and educational resources.

Client Engagement Their emphasis on empowering, educational meetings indicates a potential demand for interactive financial education platforms, digital communication tools, and customer experience enhancements to deepen client trust and satisfaction.

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
50%
First@stepfinancial.comJohn@stepfinancial.com
50%

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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