Insights

Retirement Focus The Foundry Financial Group specializes in guiding clients through retirement transitions, indicating a strong opportunity to offer retirement planning enhancements, income strategy optimization, and ADP/UHNW advisory services for clients nearing or in retirement.

SMB and Professional Target Serving professionals and business owners suggests a sales path for small to midsize business owners requiring succession planning, employee benefit integration, and executive financial wellness programs.

Growth and Investment Recent investment activity in CME Group signals capacity for sophisticated investment strategies; propose advanced asset allocation, alternative investments, and risk management solutions to diversify client portfolios.

SME-Scale Capabilities Revenue range in the mid tens of millions and a lean employee base imply a need for scalable, tech-enabled advisory platforms and outsourced operations to maintain service quality while growing client reach.

Tech Stack & Compliance Utilizes modern tools and compliance-conscious tech (Microsoft 365, WordPress, X-Content-Type-Options) presenting an opening to discuss digital onboarding, client portal enhancements, and cybersecurity/privacy services for fiduciary integrity.

The Foundry Financial Group, Inc. Tech Stack

The Foundry Financial Group, Inc. uses 8 technology products and services including Webpack, Microsoft 365, Twemoji, and more. Explore The Foundry Financial Group, Inc.'s tech stack below.

  • Webpack
    Development
  • Microsoft 365
    Email
  • Twemoji
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Flywheel
    Platform As A Service
  • Google Analytics
    Web Analytics
  • FitVids.js
    Web Tools And Plugins
  • Sitelinks Search Box
    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

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.

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

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As of July 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?

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

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

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As of July 2026, The Foundry Financial Group, Inc. has approximately 13 employees across 2 continents, including North AmericaEurope. Key team members include Business Manager: S. M.Wealth Management Advisor: N. F.. 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 WebpackMicrosoft 365TwemojiJSON-LDFlywheelGoogle AnalyticsFitVids.jsSitelinks Search Box.

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. logo

The Foundry Financial Group, Inc.

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.

Section iconCompany Overview

Phone number
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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