Insights

Growth hiring Frequent leadership and advisor hires across 2024 and 2025 suggest ongoing expansion and potential upsell opportunities for enhanced wealth management solutions, advisory services, and technology integration to support scale.

Regional expansion Offices across New York and southeastern Pennsylvania indicate a strategy of geographic growth, presenting a chance to offer targeted marketing, local market insights, and expanded service packages to new client bases.

Family office focus Specialization in wealth transfer and preservation for individuals and businesses points to opportunities for estate planning, trust services, and advanced tax optimization solutions targeted at high-net-worth clients.

Independent custody Being independent and fee-based with custody through Tompkins Trust and LPL aligns with a premium advisory experience; potential to propose integrated financial planning platforms, performance reporting, and client experience enhancements.

Financial resilience Revenue in the mid nine figures signals a stable platform; cross-sell possibilities include ESG investing, retirement solutions, risk management, and advisor training programs to deepen client relationships.

Similar companies to Tompkins Financial Advisors

Tompkins Financial Advisors Tech Stack

Tompkins Financial Advisors uses 8 technology products and services including AudioEye, LinkedIn Ads, The Trade Desk, and more. Explore Tompkins Financial Advisors's tech stack below.

Media & News

Tompkins Financial Advisors's Email Address Formats

Tompkins Financial Advisors uses at least 7 email formats:
Tompkins Financial Advisors Email FormatsExamplePercentage
FLast@tompkinsfinancial.comJDoe@tompkinsfinancial.com
94%
First.Last@tompkinsfinancial.comJohn.Doe@tompkinsfinancial.com
4%
LFirst@tompkinsfinancial.comDJohn@tompkinsfinancial.com
2%
FLast@tompkinsfinancialadvisors.comJDoe@tompkinsfinancialadvisors.com
60%
First.Last@tompkinsfinancialadvisors.comJohn.Doe@tompkinsfinancialadvisors.com
30%
LFirst@tompkinsfinancialadvisors.comDJohn@tompkinsfinancialadvisors.com
7%
First.Middle@tompkinsfinancialadvisors.comJohn.Michael@tompkinsfinancialadvisors.com
3%

Frequently Asked Questions

What is Tompkins Financial Advisors's phone number?

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You can contact Tompkins Financial Advisors'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 Tompkins Financial Advisors's official website and social media links?

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Tompkins Financial Advisors's official website is tompkinsfinancialadvisors.com and has social profiles on LinkedIn.

How much revenue does Tompkins Financial Advisors generate?

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As of August 2026, Tompkins Financial Advisors's annual revenue is estimated to be $50M - $100M.

What is Tompkins Financial Advisors's NAICS code?

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Tompkins Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Tompkins Financial Advisors have currently?

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As of August 2026, Tompkins Financial Advisors has approximately 59 employees across 1 continents, including North America. Key team members include Vice President Trust Tax And Estate Officer: T. A. and Executive Vice President: A. G. Explore Tompkins Financial Advisors's employee directory with LeadIQ.

What industry does Tompkins Financial Advisors belong to?

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Tompkins Financial Advisors operates in the Financial Services industry.

What technology does Tompkins Financial Advisors use?

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Tompkins Financial Advisors's tech stack includes AudioEye, LinkedIn Ads, The Trade Desk, Hotjar, HubSpot Analytics, iCIMS, HubSpot Content Hub and Piwik PRO Core.

What is Tompkins Financial Advisors's email format?

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Tompkins Financial Advisors's email format typically follows the pattern of FLast@tompkinsfinancial.com. Find more Tompkins Financial Advisors email formats with LeadIQ.

When was Tompkins Financial Advisors founded?

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Tompkins Financial Advisors was founded in 1836.
Tompkins Financial Advisors logo

Tompkins Financial Advisors

Financial ServicesNew York, United States51-200 Employees

Tompkins Financial Advisors is an independent, fee-based wealth management firm offering investment management, financial planning, and wealth preservation and transfer strategies for individuals and businesses. With offices across New York and southeastern Pennsylvania, the firm emphasizes understanding a client’s complete financial picture to tailor strategies that address long-term goals and risk management. It operates within the financial services sector and is part of Tompkins Financial Corp, a holding company whose NYSE-listed parent signals a broader corporate structure beyond the advisory practice. The organization is based in Ithaca, New York, and has grown to serve clients from multiple locations in its region. Recent leadership appointments and hires, including a director of financial planning and several wealth advisors, indicate ongoing expansion and a focus on enhancing advisory capabilities.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1836
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Tompkins Financial Advisors's revenue is estimated to be in the range of $50M - $100M

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