Insights

Growing Market Presence Despite its small size, The Emerald Financial Group operates in the highly competitive financial advisory sector, indicating potential expansion opportunities through strategic partnerships or additional service offerings to increase market share.

Technology Adoption Utilizing advanced tech stack components like Amazon Web Services and Drupal Multisite suggests a commitment to scalable, secure digital platforms, opening avenues for targeted cybersecurity upgrades or cloud services solutions.

Revenue Potential With annual revenues between 1 million and 10 million, there is significant room for revenue growth by expanding digital marketing efforts, onboarding more clients, or introducing new advisory products tailored to client needs.

Client-Centric Approach The company's focus on client involvement and empowerment indicates an opportunity to introduce innovative financial planning tools, personalized advice platforms, or educational programs, appealing to clients seeking customized financial guidance.

Competitive Positioning Positioned among large industry players with thousands of employees, The Emerald Financial Group can leverage its boutique size to offer more personalized advisory services, creating a niche market advantage and upselling premium financial planning solutions.

The Emerald Financial Group Tech Stack

The Emerald Financial Group uses 8 technology products and services including Amazon Web Services, Java, HSTS, and more. Explore The Emerald Financial Group's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Java
    Programming Languages
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • GoDaddy
    Web Hosting
  • Drupal Multisite
    Web Hosting
  • Nginx
    Web Servers
  • AddToAny
    Widgets

Media & News

The Emerald Financial Group's Email Address Formats

The Emerald Financial Group uses at least 1 format(s):
The Emerald Financial Group Email FormatsExamplePercentage
First@emerald-financialgroup.comJohn@emerald-financialgroup.com
100%

Frequently Asked Questions

Where is The Emerald Financial Group's headquarters located?

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The Emerald Financial Group's main headquarters is located at 2300 Corporate Boulevard Northwest Suite 111 Boca Raton, Florida 33431 United States. The company has employees across 1 continents, including North America.

What is The Emerald Financial Group's phone number?

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

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The Emerald Financial Group's official website is emerald-financialgroup.com and has social profiles on LinkedIn.

What is The Emerald Financial Group's SIC code NAICS code?

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The Emerald Financial Group's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does The Emerald Financial Group have currently?

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As of April 2026, The Emerald Financial Group has approximately 2 employees across 1 continents, including North America. Key team members include Owner: K. R.Owner: K. R.. Explore The Emerald Financial Group's employee directory with LeadIQ.

What industry does The Emerald Financial Group belong to?

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The Emerald Financial Group operates in the Financial Services industry.

What technology does The Emerald Financial Group use?

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The Emerald Financial Group's tech stack includes Amazon Web ServicesJavaHSTSGoogle Tag ManagerGoDaddyDrupal MultisiteNginxAddToAny.

What is The Emerald Financial Group's email format?

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The Emerald Financial Group's email format typically follows the pattern of First@emerald-financialgroup.com. Find more The Emerald Financial Group email formats with LeadIQ.

When was The Emerald Financial Group founded?

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The Emerald Financial Group was founded in 1990.

The Emerald Financial Group

Financial ServicesFlorida, United States2-10 Employees

Our mission is to change the way you receive financial advice. We want our clients involved in every aspect of creating their financial empowerment plan, managing their money, and building their wealth. We realize that our clients need an unemotional partner to help them live their best life. We have dedicated over 30 years educating and empowering our clients just like you to take control of their financial future.

Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC  Advisory services offered through J.W. Cole Advisors, Inc. J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and The Emerald Financial Group are unaffiliated entities.
 
Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.
 
All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of J.W. Cole Financial, Inc. or J.W. Cole Advisors, Inc.

Section iconCompany Overview

Headquarters
2300 Corporate Boulevard Northwest Suite 111 Boca Raton, Florida 33431 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1990
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    The Emerald Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    The Emerald Financial Group's revenue is estimated to be in the range of $1M$10M

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