What is Stonewood Financial's NAICS code?

Stonewood Financial's NAICS code is 52 (Finance and Insurance).

Insights

Niche Market Focus Stonewood Financial specializes in providing comprehensive marketing tools, training, and coaching tailored for financial advisors and firms, presenting a significant opportunity to sell targeted solutions that enhance practice growth and client diversification.

Recent Product Launch The August 2022 introduction of the Retirement Tax Bill List Builder & Lead Generator indicates ongoing innovation; opportunities exist to promote additional lead gen and compliance tools to advisors looking to optimize retirement planning and tax strategies.

Growth Orientation With a revenue range of 10 to 25 million and a focus on practice growth, Stonewood Financial is focused on expansion, signaling potential for upselling advanced marketing systems, analytics, or subscription plans to enhance advisor productivity.

Strategic Social Presence Active engagement on Twitter and Facebook offers avenues to extend digital marketing services and social media management solutions, aligning with their online communication channels and increasing client reach.

Technology-Driven Approach Utilizing platforms like HubSpot, Google Analytics, and Piwik suggests a progressive, data-driven methodology; sales efforts can focus on offering enterprise-grade CRM, analytics, or automation tools to further refine their client engagement and operational efficiency.

Similar companies to Stonewood Financial

Stonewood Financial Tech Stack

Stonewood Financial uses 8 technology products and services including HubSpot Analytics, Google Fonts API, HubSpot, and more. Explore Stonewood Financial's tech stack below.

HubSpot Analytics
Analytics
Google Fonts API
Font Scripts
HubSpot
Marketing Automation
Piwik
System Analytics & Monitoring
HTTP/3
Web & Portal Technology
Google Analytics
Web Analytics
Twitter
Widgets
Facebook
Widgets

Media & News

Stonewood Financial's Email Address Formats

Stonewood Financial uses at least 1 format(s):

Stonewood Financial Email Formats	Example	Percentage
FLast@stonewoodfinancial.com	JDoe@stonewoodfinancial.com	44%
Last@stonewoodfinancial.com	Doe@stonewoodfinancial.com	6%
FLast@stonewoodfinancial.com	JDoe@stonewoodfinancial.com	44%
Last@stonewoodfinancial.com	Doe@stonewoodfinancial.com	6%

Frequently Asked Questions

Where is Stonewood Financial's headquarters located?

Stonewood Financial's main headquarters is located at 100 Mallard Creek Road Suite 200 Louisville, Kentucky 40207 United States. The company has employees across 1 continents, including North America.

What is Stonewood Financial's phone number?

You can contact Stonewood Financial's main corporate office by phone at

+1-502-588-****

. 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 Stonewood Financial's official website and social media links?

Stonewood Financial's official website is stonewoodfinancial.com and has social profiles on LinkedIn.

What is Stonewood Financial's SIC code NAICS code?

Stonewood Financial's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Stonewood Financial have currently?

As of March 2026, Stonewood Financial has approximately 13 employees across 1 continents, including North America. Key team members include Chief Executive Officer: B. R. S.Cao And Director Of Client Services: D. E.Chief Operating Officer: N. W.. Explore Stonewood Financial's employee directory with LeadIQ.

What industry does Stonewood Financial belong to?

Stonewood Financial operates in the Financial Services industry.

What technology does Stonewood Financial use?

Stonewood Financial's tech stack includes HubSpot AnalyticsGoogle Fonts APIHubSpotPiwikHTTP/3Google AnalyticsTwitterFacebook.

What is Stonewood Financial's email format?

Stonewood Financial's email format typically follows the pattern of FLast@stonewoodfinancial.com. Find more Stonewood Financial email formats with LeadIQ.

When was Stonewood Financial founded?

Stonewood Financial was founded in 2001.

Stonewood Financial

Q: How many employees does Stonewood Financial have currently?

Stonewood Financial has approximately 13 employees.

Q: What technology does Stonewood Financial use?

Stonewood Financial's tech stack includes AMP, Google Tag Manager, Twitter, HubSpot, PHP.

Financial ServicesKentucky, United States11-50 Employees

Our services are designed for one bold purpose: To transform your business.

With Stonewood software, turn-key marketing programs, and training and coaching, you get access to proven sales and marketing approaches — and the tools to close business with them.

Seminars and lead generation tools for prospecting. Brochures and handouts for client meetings. Customized client reports to close business. It's a complete package sure to power you to success.

Advisors use our tools to:
Grow their practices
Diversify their client offerings
Stay compliant in today’s regulatory environment

Join our subscription-based website at StonewoodFinancial.com.

Connect with us on social media:
Twitter: https://twitter.com/stonewoodiul
Facebook: https://www.facebook.com/StonewoodFinancial/

Company Overview

Headquarters: 100 Mallard Creek Road Suite 200 Louisville, Kentucky 40207 United States
Phone number: +1-502-588-****
Website: stonewoodfinancial.com
SIC Code: 6282 - Investment Advice
NAICS Code: 52 - Finance and Insurance
Founded: 2001
Employees: 11-50