Insights

Integrated financial services The Cabana Group combines wealth management, tax and estate planning, insurance, business development and advisory services under one roof, indicating a potential cross-sell opportunity to clients seeking a holistic financial solution.

Small to mid-market focus With 11-50 employees and services tailored to individuals and small businesses, there is a clear opportunity to expand partnerships with SMBs that need integrated risk management, retirement planning, and attorney-led advisory support.

Geographic expansion signals Offices in Arkansas, Texas and Colorado suggest growth and replication opportunities in regional markets, especially where small businesses require coordinated advisory teams and sub-advisory money management.

Technology footprint The tech stack includes web and data tools (PHP, jQuery, data tables, analytics) and cloud services, indicating potential for upsell of regulatory tech, client experience enhancements, data analytics, and secure advisory platforms.

Revenue scale and potential A revenue band of 25 to 50 million places The Cabana Group in a mid-market sweet spot where services such as retirement solutions, risk management and wealth planning can be bundled with value-added tech and compliance services for growth.

Similar companies to The Cabana Group

The Cabana Group Tech Stack

The Cabana Group uses 8 technology products and services including HubSpot Analytics, Linkedin Insight Tag, iCIMS, and more. Explore The Cabana Group's tech stack below.

The Cabana Group's Email Address Formats

The Cabana Group uses at least 6 email formats:
The Cabana Group Email FormatsExamplePercentage
First@cabanaportfolio.comJohn@cabanaportfolio.com
83%
Last@cabanaportfolio.comDoe@cabanaportfolio.com
17%
First@thecabanagroup.comJohn@thecabanagroup.com
54%
Last@thecabanagroup.comDoe@thecabanagroup.com
23%
FLast@thecabanagroup.comJDoe@thecabanagroup.com
15%
FirstLast@thecabanagroup.comJohnDoe@thecabanagroup.com
8%

Frequently Asked Questions

What is The Cabana Group's phone number?

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You can contact The Cabana 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 Cabana Group's official website and social media links?

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The Cabana Group's official website is thecabanagroup.com and has social profiles on LinkedIn.

How much revenue does The Cabana Group generate?

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

What is The Cabana Group's NAICS code?

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

How many employees does The Cabana Group have currently?

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As of August 2026, The Cabana Group has approximately 14 employees across 3 continents, including North America, Africa and Asia. Key team members include Chief Executive Officer: C. M., Chief Marketing Officer: G. S. and Chief Operating Officer: C. C. Explore The Cabana Group's employee directory with LeadIQ.

What industry does The Cabana Group belong to?

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The Cabana Group operates in the Financial Services industry.

What technology does The Cabana Group use?

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The Cabana Group's tech stack includes HubSpot Analytics, Linkedin Insight Tag, iCIMS, WordPress, Shopify, Mimecast Secure Email Gateway, Piwik PRO Core and jQuery custom content scroller.

What is The Cabana Group's email format?

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The Cabana Group's email format typically follows the pattern of First@cabanaportfolio.com. Find more The Cabana Group email formats with LeadIQ.

When was The Cabana Group founded?

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The Cabana Group was founded in 2008.
The Cabana Group logo

The Cabana Group

Financial ServicesArkansas, United States11-50 Employees

The Cabana Group operates within the financial services sector, offering a coordinated suite of traditional financial services, legal counsel, retirement solutions, and risk-based wealth management under one roof. Its approach centers on simplifying long-term financial planning for individuals and small businesses by coordinating a team of professionals, including investment adviser representatives, attorneys, tax professionals, insurance producers, and a software engineer, across Arkansas, Texas, and Colorado. The firm provides core services such as wealth management, portfolio construction, tax and estate planning, business development, insurance, annuities, and sub-advisory money management, aiming to help clients reach their financial goals through integrated guidance.

Based in Fayetteville, Arkansas, The Cabana Group serves clients and financial advisors nationwide, leveraging a multidisciplinary model to address investment management, legal and tax considerations, and risk management. Its advisory services are offered through Cabana LLC, an SEC registered investment adviser, with disclosures and policy documents available on its website, reflecting an emphasis on compliance and transparent client information. The organization positions itself as a coordinated resource for both individuals and small businesses seeking comprehensive, multi-disciplinary financial planning and wealth management.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

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

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