Insights

Niche Market Focus The Foundry Financial Group targets professionals and business owners seeking personalized financial planning and wealth management, presenting opportunities to offer customized financial products and services tailored to high-net-worth individuals and retirement planning.

Investment Activities Recent $1.99 million investment in CME Group indicates an active engagement in financial markets, highlighting potential collaboration or offering advanced investment solutions and market analytics to support their strategic growth.

Growth Potential With an annual revenue ranging from $10 million to $25 million and a small team of 11 to 50 employees, there is room to expand service offerings, particularly in technology-driven wealth management and client engagement platforms.

Technology Adoption Utilizing diverse tech stack elements like Google Cloud and Microsoft 365 suggests openness to digital tools; this presents an opportunity to introduce innovative financial technology solutions that can enhance operational efficiency and client experience.

Competitive Landscape Positioned among major firms with extensive employee bases and revenues in the billions, The Foundry Financial Group can leverage niche specialization and personalized services as differentiators to attract high-value clients and differentiate from larger competitors.

The Foundry Financial Group, Inc. Tech Stack

The Foundry Financial Group, Inc. uses 8 technology products and services including Microsoft 365, Google Fonts API, Sirvoy, and more. Explore The Foundry Financial Group, Inc.'s tech stack below.

  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • Sirvoy
    Hotel Management
  • Google Cloud
    Infrastructure As A Service
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • easy pie chart
    Web Tools And Plugins

The Foundry Financial Group, Inc.'s Email Address Formats

The Foundry Financial Group, Inc. uses at least 1 format(s):
The Foundry Financial Group, Inc. Email FormatsExamplePercentage
FLast@foundryadvisors.comJDoe@foundryadvisors.com
78%
First@foundryadvisors.comJohn@foundryadvisors.com
22%

Frequently Asked Questions

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

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The Foundry Financial Group, Inc.'s main headquarters is located at 67 Water Street Suite 101 Laconia, New Hampshire 03246 United States. The company has employees across 2 continents, including North AmericaEurope.

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

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You can contact The Foundry Financial Group, Inc.'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 Foundry Financial Group, Inc.'s official website and social media links?

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The Foundry Financial Group, Inc.'s official website is foundryadvisors.com and has social profiles on LinkedIn.

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

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The Foundry Financial Group, Inc.'s SIC code is 8299 - Schools and Educational Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

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

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As of March 2026, The Foundry Financial Group, Inc. has approximately 12 employees across 2 continents, including North AmericaEurope. Key team members include President And Investment Advisor Representative: M. F.Vice President: D. R.Operations Manager: R. D.. Explore The Foundry Financial Group, Inc.'s employee directory with LeadIQ.

What industry does The Foundry Financial Group, Inc. belong to?

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The Foundry Financial Group, Inc. operates in the Financial Services industry.

What technology does The Foundry Financial Group, Inc. use?

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The Foundry Financial Group, Inc.'s tech stack includes Microsoft 365Google Fonts APISirvoyGoogle CloudjQueryPHPGoogle Analyticseasy pie chart.

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

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The Foundry Financial Group, Inc.'s email format typically follows the pattern of FLast@foundryadvisors.com. Find more The Foundry Financial Group, Inc. email formats with LeadIQ.

When was The Foundry Financial Group, Inc. founded?

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The Foundry Financial Group, Inc. was founded in 1989.

The Foundry Financial Group, Inc.

Financial ServicesNew Hampshire, United States11-50 Employees

Helping people improve their lives through financial planning and wealth management. We serve professionals, business owners, and others committed to building a secure and fulfilling future.  We are especially focused on guiding clients through the complex decision making that accompanies the transition into retirement.  


The Foundry Financial Group, Inc. is a Registered Investment Advisor.

Section iconCompany Overview

Headquarters
67 Water Street Suite 101 Laconia, New Hampshire 03246 United States
Phone number
SIC Code
8299 - Schools and Educational Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

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

Section iconFunding & Financials

  • $10M$25M

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

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