Insights

Wealth Management Scale The Baker Group operates in wealth management with a broad service mix including investment management, financial and estate planning, and executive benefits, indicating opportunities to cross-sell integrated financial solutions to mid-market clients and high net worth individuals.

Partnership Orientation As a member firm of PartnersFinancial and affiliated with Kestra Financial, there are potential alliance-based sales approaches to expand product access, benefit solutions, and insurance offerings for client companies and executives.

Mid-Market Focus The emphasis on middle-market companies suggests a target for scalable retirement, benefit, and wealth-transfer solutions tailored to growing businesses seeking comprehensive financial services for owners, executives, and employees.

Revenue Range Reported revenue of 25 to 50 million positions The Baker Group as a mid-sized firm where scalable technology, compliance, and service platforms could be enhanced to attract larger RFPs and institutional client opportunities.

Tech Stack Leverage The use of cloud and web technologies (AWS S3, JSON-LD, jQuery, CloudFlare, Datadog, Bootstrap) indicates readiness for modern digital advisory tooling; opportunities exist to offer analytics, cybersecurity, data integration, or client portal enhancements to improve client experience and regulatory reporting.

The Baker Group Tech Stack

The Baker Group uses 8 technology products and services including jsDelivr, Amazon S3, JSON-LD, and more. Explore The Baker Group's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Amazon S3
    Content Delivery Network
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • CloudFlareJS
    Javascript Libraries
  • Google Maps
    Maps
  • Datadog
    Real User Monitoring
  • Bootstrap
    UI Frameworks

The Baker Group's Email Address Formats

The Baker Group uses at least 1 format(s):
The Baker Group Email FormatsExamplePercentage
FLast@bakergroup.orgJDoe@bakergroup.org
97%
First.Last@bakergroup.orgJohn.Doe@bakergroup.org
3%

Frequently Asked Questions

What is The Baker Group's phone number?

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You can contact The Baker Group's main corporate office by phone at . 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 The Baker Group's official website and social media links?

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The Baker Group's official website is bakergroup.org and has social profiles on LinkedIn.

How much revenue does The Baker Group generate?

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As of July 2026, The Baker Group's annual revenue is estimated to be $25M - $50M.

What is The Baker Group's NAICS code?

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The Baker Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Baker Group have currently?

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As of July 2026, The Baker Group has approximately 54 employees across 1 continents, including North America. Key team members include Chief Financial Officer: K. W.Vice President Pershing Desk: B. W.President Of Public Finance: G. N.. Explore The Baker Group's employee directory with LeadIQ.

What industry does The Baker Group belong to?

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The Baker Group operates in the Financial Services industry.

What technology does The Baker Group use?

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The Baker Group's tech stack includes jsDelivrAmazon S3JSON-LDjQueryCloudFlareJSGoogle MapsDatadogBootstrap.

What is The Baker Group's email format?

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The Baker Group's email format typically follows the pattern of FLast@bakergroup.org. Find more The Baker Group email formats with LeadIQ.

When was The Baker Group founded?

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The Baker Group was founded in 1974.
The Baker Group logo

The Baker Group

Financial ServicesMichigan, United States51-200 Employees

The Baker Group is a financial services firm that provides wealth management services, including investment management, business and executive benefits, and financial and estate planning. It operates as a member firm of PartnersFinancial, an organization focused on delivering benefit solutions for middle-market companies and on life-insurance and wealth-transfer strategies for high-net-worth individuals. The company is based in Southfield, Michigan, and maintains a mid-sized team to serve its client base in the wealth management space.

Securities and investment advisory services are offered through Kestra Investment Services, LLC, and Kestra Advisory Services, LLC, which are not affiliated with The Baker Group or PartnersFinancial. These Kestra entities provide a broad range of investment options from multiple providers, supporting The Baker Group’s ability to offer diverse product access within an independent broker-dealer framework.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1974
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    The Baker Group's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    The Baker Group's revenue is estimated to be in the range of $25M - $50M

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