Insights

Investor activity Active investment in CME Group indicates willingness to allocate capital to market infrastructure and financial products; potential cross-sell of wealth management services to high net-worth segments seeking exposure to exchange-traded assets or retirement-oriented investments.

Wealth planning focus Strong emphasis on retirement transition planning and wealth management for professionals and business owners suggests opportunities to offer comprehensive financial planning, retirement income strategies, and tax optimization services to similar client profiles.

Mid-market footprint Small to mid-sized advisor with revenue in the mid range and a scalable tech stack; potential for partnerships or white-label solutions, as well as advisory technology services to enhance client onboarding and portfolio reporting for similar firms.

Technology stack Adoption of mainstream tools (Calendly, Wix/WordPress, Google Cloud, Microsoft 365) indicates openness to modern, integrated client engagement and digital marketing approaches; opportunity to offer client portal enhancements, marketing automation, and data analytics services.

Growth readiness Revenue scale and registered investment advisor status alongside a growth-oriented news item suggest readiness for strategic partnerships, outsourced CIO/consulting, or capital advisory services to support expansion and client acquisition efforts.

The Foundry Financial Group, Inc. Tech Stack

The Foundry Financial Group, Inc. uses 8 technology products and services including Calendly, Wix, WordPress, and more. Explore The Foundry Financial Group, Inc.'s tech stack below.

Calendly

Appointment Scheduling

Wix

Content Management System

WordPress

Content Management System

Wix eCommerce

E-commerce

Microsoft 365

Google Cloud

Infrastructure As A Service

Sentry

Issue Trackers

Lodash

Javascript Libraries

The Foundry Financial Group, Inc. Email Formats	Example	Percentage
FLast@foundryadvisors.com	JDoe@foundryadvisors.com	78%
First@foundryadvisors.com	John@foundryadvisors.com	22%

The Foundry Financial Group, Inc. Email Formats

Example

Percentage

FLast@foundryadvisors.com

JDoe@foundryadvisors.com

78%

First@foundryadvisors.com

John@foundryadvisors.com

22%

Frequently Asked Questions

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

You can contact The Foundry Financial Group, Inc.'s main corporate office by phone at

+1-603-528-****

. 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?

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

How much revenue does The Foundry Financial Group, Inc. generate?

As of September 2026, The Foundry Financial Group, Inc.'s annual revenue is estimated to be $10M - $25M.

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

The Foundry Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

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

As of September 2026, The Foundry Financial Group, Inc. has approximately 13 employees across 2 continents, including North America and Europe. Key team members include Business Manager: S. M. Explore The Foundry Financial Group, Inc.'s employee directory with LeadIQ.

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

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

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

The Foundry Financial Group, Inc.'s tech stack includes Calendly, Wix, WordPress, Wix eCommerce, Microsoft 365, Google Cloud, Sentry and Lodash.

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

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?

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

The Foundry Financial Group, Inc.

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

The Foundry Financial Group, Inc.'s tech stack includes Wix, WebsiteBuilder, Module Federation, Google Cloud CDN, Store Vantage.

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

The Foundry Financial Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Hampshire, United States11-50 Employees

The Foundry Financial Group, Inc. operates in the financial services sector, offering financial planning and wealth management services. It functions as a Registered Investment Advisor, providing professional guidance to clients. Its client base includes professionals, business owners, and others seeking to build a secure and fulfilling financial future, with a particular emphasis on retirement-transition decisions.

The company is based in Laconia, New Hampshire, and is a small to mid-sized firm. In its market, it focuses on helping clients navigate the complex decisions that accompany retirement while maintaining ongoing wealth management needs.

Insights

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