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Insights

Customized Financial Services Strauss Financial Group emphasizes personalized and independent financial advice, highlighting an opportunity to offer tailored solutions that complement their client-centric approach. Collaborating on innovative tools or resources that enhance client relationships could be highly valuable.

Mid-Sized Market Niche With a revenue range of 10 to 25 million and a small team of 2-10 employees, the firm operates within a niche market that may require scalable and cost-effective solutions for growth, onboarding, and client management capabilities.

Technology Stack Enhancement Utilizing platforms like Wix and integrating technologies such as Module Federation and Sentry, Strauss Financial is open to modern web solutions and monitoring tools. There are opportunities to introduce advanced fintech integrations or cybersecurity enhancements tailored to their digital ecosystem.

Competitive Positioning Positioned among established firms with large national footprints, Strauss Financial can benefit from targeted marketing and strategic partnerships that emphasize its personalized service and local expertise, helping differentiate it in a competitive landscape.

Focus on Wealth Preservation Their core mission of creating and preserving wealth aligns with services related to estate, legacy, and tax strategies. Selling educational content, planning software, or consulting services that support these areas could effectively enhance their offerings and client engagement.

Strauss Financial Group, Inc. Tech Stack

Strauss Financial Group, Inc. uses 8 technology products and services including Wix, Module Federation, Wix eCommerce, and more. Explore Strauss Financial Group, Inc.'s tech stack below.

  • Wix
    Content Management System
  • Module Federation
    Development
  • Wix eCommerce
    E-commerce
  • Sentry
    Issue Trackers
  • Lodash
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • HTTP/3
    Web & Portal Technology
  • X-Content-Type-Options
    Web & Portal Technology

Media & News

Strauss Financial Group, Inc.'s Email Address Formats

Strauss Financial Group, Inc. uses at least 1 format(s):
Strauss Financial Group, Inc. Email FormatsExamplePercentage
FLast@straussfinancial.comJDoe@straussfinancial.com
50%
FLast@straussfinancial.comJDoe@straussfinancial.com
50%

Frequently Asked Questions

Where is Strauss Financial Group, Inc.'s headquarters located?

Minus sign iconPlus sign iconStrauss Financial Group, Inc.'s main headquarters is located at 2201 Cahaba Valley Drive Suite 200 Birmingham, Alabama 35242 United States. The company has employees across 1 continents, including North America.

What is Strauss Financial Group, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Strauss Financial Group, Inc.'s main corporate office by phone at
+1-205-967-****
. 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 Strauss Financial Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconStrauss Financial Group, Inc.'s official website is straussfinancial.com and has social profiles on LinkedIn.

How much revenue does Strauss Financial Group, Inc. generate?

Minus sign iconPlus sign icon As of April 2026, Strauss Financial Group, Inc.'s annual revenue is estimated to be $580K.

What is Strauss Financial Group, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign iconStrauss Financial Group, Inc.'s SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Strauss Financial Group, Inc. have currently?

Minus sign iconPlus sign iconAs of April 2026, Strauss Financial Group, Inc. has approximately 4 employees across 1 continents, including North America. Key team members include Client Services Manager: D. K.Client Services Manager: D. K.Managing Principal: J. H.. Explore Strauss Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Strauss Financial Group, Inc. belong to?

Minus sign iconPlus sign iconStrauss Financial Group, Inc. operates in the Financial Services industry.

What technology does Strauss Financial Group, Inc. use?

Minus sign iconPlus sign iconStrauss Financial Group, Inc.'s tech stack includes WixModule FederationWix eCommerceSentryLodashjQueryHTTP/3X-Content-Type-Options.

What is Strauss Financial Group, Inc.'s email format?

Minus sign iconPlus sign iconStrauss Financial Group, Inc.'s email format typically follows the pattern of FLast@straussfinancial.com. Find more Strauss Financial Group, Inc. email formats with LeadIQ.

When was Strauss Financial Group, Inc. founded?

Minus sign iconPlus sign iconStrauss Financial Group, Inc. was founded in 1988.

Strauss Financial Group, Inc.

Financial ServicesAlabama, United States2-10 Employees

Strauss Financial Group, Inc, a Registered Investment Advisor, is a sophisticated firm that was established in 1988. We are an independent, fee- based Registered Investment Advisor, and as such, we stress the importance of getting to know our clients and finding out what is truly important to them. By doing so, we build a relationship based on trust that allows us to work together as a team to achieve their priorities and goals. 

Our mission is to create and preserve wealth for our clients by offering independent, personalized financial advice.


Financial Planning
Retirement Income Planning
Investment management
Trust Services
Estate & Legacy Planning
Education Planning
Tax Strategies 
Insurance Planning
Charitable Giving

Section iconCompany Overview

Headquarters
2201 Cahaba Valley Drive Suite 200 Birmingham, Alabama 35242 United States
Phone number
+1-205-967-****
Website
straussfinancial.com
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Strauss Financial Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Strauss Financial Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    D. K.
    Client Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. K.
    Client Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Managing Principal
    Phone icon
    Mobile Phone

Employee Directory

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