Insights

Independent advisory Taylor Advisors positions itself as independent, objective, and transparent with no broker/dealer affiliations, signaling a potential sales opportunity to expand to institutions seeking best trade execution, product suitability, and heightened client trust.

Small firm agility With 2-10 employees, Taylor Advisors is a lean operation likely seeking scalable, cost-effective tech and services to support growth, onboarding, and enhanced client delivery without substantial overhead.

Financial services focus Operating in financial services with an established revenue range of 10M-25M, there is potential to offer advanced analytics, marketing automation, and client education tools to optimize portfolio analysis, reporting accuracy, and client engagement.

Technology stack Current tech stack includes HubSpot Analytics, SharePoint, WordPress, Shopify, Mimecast, and Google Tag Manager, indicating openness to marketing, collaboration, and security solutions that integrate with existing platforms.

Industry alignment Affiliation as a HUB International Company and emphasis on educating clients and improving profitability suggests opportunities for partnerships around risk management, compliance tools, and scalable advisory services tailored to banks and credit unions.

Similar companies to Taylor Advisors, a HUB International Company

Charles Schwab
35K$10B+
Goldman Sachs
64K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
10K$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
28K$10B+
LPL Financial
15K$10B+
Merrill Lynch
35K$10B+
Morgan Stanley
102K$10B+
UBS
118K$10B+
Raymond James
20K$10B+
Edward Jones
46K$10B+

Taylor Advisors, a HUB International Company Tech Stack

Taylor Advisors, a HUB International Company uses 8 technology products and services including HubSpot Analytics, Microsoft SharePoint, WordPress, and more. Explore Taylor Advisors, a HUB International Company's tech stack below.

HubSpot Analytics
Analytics
Microsoft SharePoint
Content Management System
WordPress
Content Management System
Shopify
E-commerce
Mimecast Secure Email Gateway
Email Security
Piwik
System Analytics & Monitoring
Google Tag Manager
Tag Management
Microsoft Teams
Team Collaboration

Taylor Advisors, a HUB International Company's Email Address Formats

Taylor Advisors, a HUB International Company uses at least 4 email formats:

Taylor Advisors, a HUB International Company Email Formats	Example	Percentage
First.Last@tayloradvisors.com	John.Doe@tayloradvisors.com	64%
FLast@tayloradvisors.com	JDoe@tayloradvisors.com	29%
FMiddleLast@tayloradvisors.com	JMichaelDoe@tayloradvisors.com	7%
First@tayloradvisor.com	John@tayloradvisor.com	100%

Frequently Asked Questions

What is Taylor Advisors, a HUB International Company's official website and social media links?

Taylor Advisors, a HUB International Company's official website is tayloradvisor.com and has social profiles on LinkedIn.

How much revenue does Taylor Advisors, a HUB International Company generate?

As of September 2026, Taylor Advisors, a HUB International Company's annual revenue is estimated to be $10M - $25M.

What is Taylor Advisors, a HUB International Company's NAICS code?

Taylor Advisors, a HUB International Company's NAICS code is 52 - Finance and Insurance.

How many employees does Taylor Advisors, a HUB International Company have currently?

As of September 2026, Taylor Advisors, a HUB International Company has approximately 10 employees across 1 continents, including North America. Key team members include Chief Executive Officer: K. M. D. Explore Taylor Advisors, a HUB International Company's employee directory with LeadIQ.

What industry does Taylor Advisors, a HUB International Company belong to?

Taylor Advisors, a HUB International Company operates in the Financial Services industry.

What technology does Taylor Advisors, a HUB International Company use?

Taylor Advisors, a HUB International Company's tech stack includes HubSpot Analytics, Microsoft SharePoint, WordPress, Shopify, Mimecast Secure Email Gateway, Piwik, Google Tag Manager and Microsoft Teams.

What is Taylor Advisors, a HUB International Company's email format?

Taylor Advisors, a HUB International Company's email format typically follows the pattern of First.Last@tayloradvisors.com. Find more Taylor Advisors, a HUB International Company email formats with LeadIQ.

When was Taylor Advisors, a HUB International Company founded?

Taylor Advisors, a HUB International Company was founded in 2002.

Taylor Advisors, a HUB International Company

Financial ServicesKentucky, United States2-10 Employees

Taylor Advisors, based in Louisville, Kentucky, is a small financial services firm that operates as an independent investment advisor affiliated with HUB International. The firm focuses on financial institutions, including banks and credit unions, with the goal of addressing financial challenges and improving profitability through a holistic view of how these institutions function. It develops diversified, client-specific strategies and aims to reduce missteps by producing clear, actionable reports.

The firm analyzes investments to help build portfolios that perform better and works to simplify the brokerage process for its clients while enhancing understanding so they remain engaged in institutional success. It emphasizes objective, conflict-free guidance, with no broker/dealer affiliations, in order to support best trade execution, product suitability, and transparency.