Insights

Niche Financial Services The Pelican Financial Group operates in specialized financial services with multiple roles including investment advisory, tax solutions, and wealth management, indicating opportunities to cross-sell integrated advisory and tax optimization tools.

Small Team, Global Reach With a lean team of 2-10 employees across division and representative offices, there is potential for scalable, cloud-based solutions, workflow automation, and client management platforms tailored to small firms with national reach.

Revenue Scale Current revenue is in the 1M to 10M range, suggesting mid-market financial technology and service platforms that balance cost efficiency with robust features could drive growth without overhauling existing processes.

Compliance & Partnerships Securities and investment advisory services are offered through NEXT Financial Group, Inc., highlighting a need for compliance, RIA support, and partnered broker-dealer enhancements to streamline regulatory requirements.

Digital Presence Existing tech stack mentions NameBright, Afternic, and Google Search Console, signaling opportunities for digital marketing optimization, SEO improvements, and website conversion enhancements to attract high-potential clients.

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The Pelican Financial Group Tech Stack

The Pelican Financial Group uses 3 technology products and services including NameBright, Afternic, Google Search Console, and more. Explore The Pelican Financial Group's tech stack below.

NameBright
Domain Name Services
Afternic
E-commerce
Google Search Console
Web Analytics

The Pelican Financial Group's Email Address Formats

The Pelican Financial Group uses at least 0 email formats:

The Pelican Financial Group Email Formats	Example	Percentage

Frequently Asked Questions

What is The Pelican Financial Group's phone number?

You can contact The Pelican Financial Group's main corporate office by phone at

+1-423-245-****

. 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 Pelican Financial Group's official website and social media links?

The Pelican Financial Group's official website is pelicanfinancial.com and has social profiles on LinkedIn.

How much revenue does The Pelican Financial Group generate?

As of September 2026, The Pelican Financial Group's annual revenue is estimated to be $1M - $10M.

What is The Pelican Financial Group's NAICS code?

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

How many employees does The Pelican Financial Group have currently?

As of September 2026, The Pelican Financial Group has approximately 2 employees across 1 continents, including North America. Key team members include Ceo: P. B. S., Ceo: W. S. and Owner: F. R. Explore The Pelican Financial Group's employee directory with LeadIQ.

What industry does The Pelican Financial Group belong to?

The Pelican Financial Group operates in the Financial Services industry.

What technology does The Pelican Financial Group use?

The Pelican Financial Group's tech stack includes NameBright, Afternic and Google Search Console.

When was The Pelican Financial Group founded?

The Pelican Financial Group was founded in 1986.

The Pelican Financial Group

Q: How many employees does The Pelican Financial Group have currently?

The Pelican Financial Group has approximately 2 employees.

Q: What technology does The Pelican Financial Group use?

The Pelican Financial Group's tech stack includes Afternic, Google Search Console, NameBright.

Q: What is The Pelican Financial Group's NAICS code?

The Pelican Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesTennessee, United States2-10 Employees

The Pelican Financial Group operates in the financial services sector, providing advisory and investment representation through its division in Kingsport, Tennessee, and representative offices in Guilford, CT; New Windsor, NY; and Nashville, TN. The firm positions itself as a multi-faceted financial services provider offering wealth management and investment advisory services, with a connection to tax solutions based in Kingsport. Its structure includes securities and investment advisory services conducted through NEXT Financial Group, Inc., a registered broker-dealer and investment adviser, while noting that The Pelican Financial Group is not an affiliate of NEXT Financial Group. Based in Kingsport, the company has roots dating back to 1986, and operates under a model that combines personal wealth management with tax-related offerings in its local market and surrounding regions.