Insights

Financial Literacy Demand High emphasis on free, non selling seminars aimed at boosting financial literacy suggests strong receptivity to educational outreach programs and potential partnerships for corporate or community workshops.

ERISA Compliance Value Satisfaction of ERISA (DOL) 404(c) requirements positions SOFA as a credible partner for retirement plan education, presenting a selling point to plan sponsors seeking mandated participant education.

Scale and Reach Moderate-to-large employee base (51-200) and multi-channel delivery including in-person and virtual seminars indicate opportunities to upsell to larger organizations or expand into new geographies via virtual offerings.

Strategic Partnerships Past collaboration with SafeMoney.com signals openness to co-branded programs and cross-promotional opportunities that can broaden audience reach and accelerate lead generation.

Tech-Enablement Modern tech stack including Google Workspace and React with module federation suggests potential for scalable, digital learning experiences and analytics-driven engagement metrics to support enterprise clients.

The Society for Financial Awareness Tech Stack

The Society for Financial Awareness uses 8 technology products and services including iCIMS, Module Federation, Google Workspace, and more. Explore The Society for Financial Awareness's tech stack below.

  • iCIMS
    Applicant Tracking Systems
  • Module Federation
    Development
  • Google Workspace
    Email
  • React
    Javascript Frameworks
  • MooTools
    Javascript Frameworks
  • Slimbox
    Javascript Libraries
  • HTTP/3
    Web & Portal Technology
  • Google Search Console
    Web Analytics

The Society for Financial Awareness's Email Address Formats

The Society for Financial Awareness uses at least 1 format(s):
The Society for Financial Awareness Email FormatsExamplePercentage
FLast@sofausa.orgJDoe@sofausa.org
91%
Last@sofausa.orgDoe@sofausa.org
5%
First@sofausa.orgJohn@sofausa.org
2%
FirstLast@sofausa.orgJohnDoe@sofausa.org
2%

Frequently Asked Questions

What is The Society for Financial Awareness's phone number?

Minus sign iconPlus sign icon
You can contact The Society for Financial Awareness'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 Society for Financial Awareness's official website and social media links?

Minus sign iconPlus sign icon
The Society for Financial Awareness's official website is sofausa.org and has social profiles on LinkedIn.

How much revenue does The Society for Financial Awareness generate?

Minus sign iconPlus sign icon
As of July 2026, The Society for Financial Awareness's annual revenue is estimated to be $25M - $50M.

What is The Society for Financial Awareness's NAICS code?

Minus sign iconPlus sign icon
The Society for Financial Awareness's NAICS code is 92311 - Administration of Education Programs.

How many employees does The Society for Financial Awareness have currently?

Minus sign iconPlus sign icon
As of July 2026, The Society for Financial Awareness has approximately 64 employees across 3 continents, including North AmericaAsiaEurope. Key team members include President: J. R.President Of The Lake Erie Chapter: M. Z.President: P. M.. Explore The Society for Financial Awareness's employee directory with LeadIQ.

What industry does The Society for Financial Awareness belong to?

Minus sign iconPlus sign icon
The Society for Financial Awareness operates in the Education Administration Programs industry.

What technology does The Society for Financial Awareness use?

Minus sign iconPlus sign icon
The Society for Financial Awareness's tech stack includes iCIMSModule FederationGoogle WorkspaceReactMooToolsSlimboxHTTP/3Google Search Console.

What is The Society for Financial Awareness's email format?

Minus sign iconPlus sign icon
The Society for Financial Awareness's email format typically follows the pattern of FLast@sofausa.org. Find more The Society for Financial Awareness email formats with LeadIQ.

When was The Society for Financial Awareness founded?

Minus sign iconPlus sign icon
The Society for Financial Awareness was founded in 1993.
The Society for Financial Awareness logo

The Society for Financial Awareness

Education Administration ProgramsCalifornia, United States51-200 Employees

The Society for Financial Awareness is a nonprofit educational organization based in San Diego, California, focused on delivering interactive financial literacy seminars. Its programs are designed to bring free, no-sell workshops directly to groups in workplaces, places of worship, and organizations, with virtual options also available. The aim is to improve financial literacy, boost morale, and provide educational and inspirational experiences for participants, while meeting ERISA (DOL) 404(c) requirements. The organization operates within the education administration programs sector and serves groups seeking accessible financial education, expanding reach through on-site sessions and online formats. The organization’s activity includes partnerships and community engagement, as reflected in recent collaboration announcements, and it positions itself as a resource for structured financial education rather than product sales.

Section iconCompany Overview

Phone number
NAICS Code
92311 - Administration of Education Programs
Founded
1993
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    The Society for Financial Awareness's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    The Society for Financial Awareness's revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.