Insights

Strong Industry Recognition The Tranel Financial Group has earned a high Rating Score of 92.43 and has been recognized as the third-best financial adviser in Illinois for four consecutive years, demonstrating industry credibility and potential for trust-based client acquisition.

Resourceful Service Team With a specialized team including CPAs, investment, and financial planning professionals, the company offers comprehensive financial services, making it an attractive partner for firms aiming to enhance or expand their financial advisory capabilities.

Growth and Leadership Recent promotions, such as Tyler Braun’s advancement to Director of Financial Planning, indicate a focus on leadership development and internal growth, suggesting opportunities for collaboration with firms interested in talent acquisition and management strategies.

Community Engagement Programs Initiatives like the Walk into Abundance program reflect a commitment to social responsibility and community outreach, which can be aligned with companies seeking to bolster their CSR profiles or develop community-focused financial solutions.

Financial Performance With revenues ranging from $25 million to $50 million, the company has a solid financial standing with growth potential, making it a viable partner for technology vendors or service providers looking to serve mid-sized financial advisory firms.

The Tranel Financial Group Tech Stack

The Tranel Financial Group uses 8 technology products and services including Optimizely, WordPress, MySQL, and more. Explore The Tranel Financial Group's tech stack below.

  • Optimizely
    A/B Testing
  • WordPress
    Content Management System
  • MySQL
    Database
  • Microsoft 365
    Email
  • Choices
    Javascript Libraries
  • WordPress Block Editor
    Page Builders
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

Media & News

The Tranel Financial Group's Email Address Formats

The Tranel Financial Group uses at least 1 format(s):
The Tranel Financial Group Email FormatsExamplePercentage
FLast@thetranelfinancialgroup.comJDoe@thetranelfinancialgroup.com
45%
FirstLast@thetranelfinancialgroup.comJohnDoe@thetranelfinancialgroup.com
35%
First.Last@thetranelfinancialgroup.comJohn.Doe@thetranelfinancialgroup.com
15%
First@thetranelfinancialgroup.comJohn@thetranelfinancialgroup.com
5%

Frequently Asked Questions

Where is The Tranel Financial Group's headquarters located?

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The Tranel Financial Group's main headquarters is located at 1509 North Milwaukee Avenue Libertyville, Illinois 60048 United States. The company has employees across 2 continents, including North AmericaEurope.

What is The Tranel Financial Group's phone number?

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You can contact The Tranel Financial Group'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 Tranel Financial Group's official website and social media links?

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

What is The Tranel Financial Group's NAICS code?

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

How many employees does The Tranel Financial Group have currently?

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As of June 2026, The Tranel Financial Group has approximately 24 employees across 2 continents, including North AmericaEurope. Key team members include Director Of Financial Planning And Investments: P. O.Director Of Client Services & Analytics: E. F.Director Of Sales And Marketing: J. B.. Explore The Tranel Financial Group's employee directory with LeadIQ.

What industry does The Tranel Financial Group belong to?

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The Tranel Financial Group operates in the Financial Services industry.

What technology does The Tranel Financial Group use?

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The Tranel Financial Group's tech stack includes OptimizelyWordPressMySQLMicrosoft 365ChoicesWordPress Block EditorPHPGoogle Analytics.

What is The Tranel Financial Group's email format?

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The Tranel Financial Group's email format typically follows the pattern of FLast@thetranelfinancialgroup.com. Find more The Tranel Financial Group email formats with LeadIQ.

When was The Tranel Financial Group founded?

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The Tranel Financial Group was founded in 1988.

The Tranel Financial Group

Financial ServicesIllinois, United States11-50 Employees

Passion is what sets us apart. We truly take pride in our clients’ success. What makes our team special is that we each have an area of specialty—we have a CPA, our investment professionals, our financial planning professionals, and a service team—all dedicated to your real success.

Section iconCompany Overview

Headquarters
1509 North Milwaukee Avenue Libertyville, Illinois 60048 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    The Tranel Financial Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    The Tranel Financial Group's revenue is estimated to be in the range of $25M$50M

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